Skip to main content

SharePoint Trigger

Starts workflow execution when files are added or modified in a SharePoint folder.

Overview

The SharePoint Trigger monitors a SharePoint folder and runs your workflow when new files appear. It works similarly to the OneDrive Trigger but for Microsoft SharePoint document libraries.

Use it to:

  • Process incoming documents from SharePoint
  • Automate file-based workflows with Microsoft SharePoint storage
  • Monitor shared SharePoint libraries for new uploads

Parameters

ParameterDescriptionRequired
CredentialSharePoint account to use for monitoringYes
Folder URLSharePoint folder to watch (leave empty for root)No
Poll IntervalHow often to check for changes (minutes, min 1)Yes
LimitMaximum files to process per trigger (1-100)Yes

Folder URL

The URL of the SharePoint folder to monitor, for example:

https://company.sharepoint.com/sites/MySite/Shared Documents/Folder

Leave empty to monitor the root folder of the connected account.

Poll Interval

The minimum poll interval is 1 minute. Default is 5 minutes.

Limit

Controls how many files are processed per trigger execution. Default is 5, maximum is 100.

Output

For each new file, the trigger outputs an item with file data:

{
"file": {
"type": "fileData",
"name": "Invoice-001.pdf",
"mimeType": "application/pdf",
"fileInfo": {
"type": "sharepoint",
"credentialId": "..."
}
}
}

Access file properties in expressions:

  • File object: {{$item.file}}
  • File name: {{$item.file.name}}
  • MIME type: {{$item.file.mimeType}}

Settings

SettingDescription
Starting pointProcess all files or only from a specific date
Retry failed itemsAutomatically re-process items that failed (default: on)
No retry after nodeStop retrying items that passed a specific node
Reset trigger stateClear all processing history and reprocess files

Examples

Process SharePoint Uploads

Extract data from new PDF uploads:

[SharePoint Trigger] → [Data Extractor] → [Insert Rows]
  1. Set Folder URL to your intake folder
  2. Set Poll Interval to 5 minutes
  3. Set Limit to 10

Filter and Process by Type

Only process specific file types:

[SharePoint Trigger] → [If (mimeType = "application/pdf")] → [Data Extractor]

Monitor Shared Library

Watch a team SharePoint library for new spreadsheets:

[SharePoint Trigger] → [Import Table] → [Filter] → [Export to CSV]

Authentication

This node requires a connected Microsoft account with SharePoint access. Configure credentials in your workspace settings.

Tips

  • Leave Folder URL empty to monitor the root SharePoint folder
  • Failed items are automatically retried with exponential backoff (immediate, 1h, 6h, 24h)
  • Use the Reset trigger state button to clear history and reprocess all files
  • Files are tracked by ID — renaming won't re-trigger the workflow
  • Adjust poll interval based on urgency of processing