Using Microsoft SharePoint actions in action flows

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Summary: ◀▼

You can connect action flows to Microsoft SharePoint to automate tasks like creating, updating, and looking up list items, sites, and pages. Use a dedicated service account for connections and manage permissions carefully. Available actions include managing list items, retrieving site info, and creating or publishing pages, helping you integrate SharePoint data and workflows into your support processes.

By connecting the action builder to external systems, such as Microsoft SharePoint, admins can integrate Zendesk with external systems in automated workflows, improving collaboration and maintaining a seamless experience across multiple platforms.

Note: The steps associated with external systems in action flows are referred to collectively as external actions.

This article contains the following topics:

Connecting SharePoint to action builder
Using SharePoint actions in action flows

Connecting SharePoint to action builder

Before you can include external actions in your action flows, you must connect the action builder to the external system.

When connecting to external systems for use in action flows, the following best practices are recommended:

All external actions performed by an action flow are attributed to the user who connected the external system. Therefore, it's a best practice to use a dedicated service account rather than personal credentials when connecting to each external system.
All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.
When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.

To connect action builder to SharePoint

In Admin Center, click Apps and integrations in the sidebar, then select Actions > Action flows.
Create or edit an action flow.
Open the step sidebar.
Under External actions, click Microsoft SharePoint.
Click Connect.
Follow SharePoint's prompts to authenticate and complete the connection.
The Microsoft SharePoint connection uses OAuth 2.0 with the authorization code grant type. When you authorize the connection, you'll be redirected to Microsoft to grant permissions to your Zendesk account. The connection uses the Microsoft Graph API (graph.microsoft.com) to interact with SharePoint.

Note: All external actions performed by an action flow are attributed to the user who connected the external system. Therefore, it is a best practice to use a dedicated service account rather than personal credentials when connecting to each external system.

After you've connected to the system, you'll see an indicator that it's connected and details about the instance you're connected to, as well as the actions available for SharePoint.

Using SharePoint actions in action flows

SharePoint action steps can be used to manage list items, sites, and pages.

The following SharePoint actions are available:

Create list item
Update list item
Update list item column
Lookup list item
Lookup site
Create page
Lookup page
Publish page

Creating a list item

Use the Create list item action to create a new item in a SharePoint list. After selecting a site and list, you can provide values for any of the available columns in that list.