SharePoint

Microsoft SharePoint is a web-based platform for collaboration and document management, allowing teams to create, share, and manage content seamlessly. It integrates with Microsoft 365 tools to enhance productivity and streamline workflows.

How to use Microsoft SharePoint in ZBrain Flow

1. Click the '+' button in ZBrain Flow.

2. Type "Microsoft SharePoint" in the search bar and select it from the list.

3. Choose the action you want to configure. ZBrain Flow offers several options:

• Create folder – Add a new folder to your SharePoint site.

• Create list – Create a new SharePoint list.

• Create list item – Add a new item to an existing list.

• Update List Item – Modify an existing list item.

• Delete list item – Remove a list item from SharePoint.

• Find list item – Search for a list item by title.

• Custom API call – Make advanced API requests to SharePoint endpoints.

How to Connect Microsoft SharePoint to ZBrain Flow

Before using SharePoint actions in ZBrain Flow, you need to connect your SharePoint account.

Steps to connect:

1. From any SharePoint action, open the Connection dropdown and click ‘Create connection.’

2. In the popup window:

   • Enter a Connection Name to identify your SharePoint integration.

3. Click ‘Connect’ to begin authentication.

4. Log in to your Microsoft account and grant the necessary permissions.

5. Click ‘Save’ to finalize the connection.

Once connected, you can access and manage SharePoint content through ZBrain Flow.

How to create a folder

Fields & configuration:

• Connection Choose an existing authenticated SharePoint connection or create a new one.

• Site ID Select the specific SharePoint site (e.g., “MarketingSite” or “HRPortal”) where the target document library exists. This is the site under which the folder will be created.

• Drive ID Input the specific Drive ID, representing the document library within the chosen site. For example, it could be "Documents" or a custom library named "Client Contracts.”

• Parent folder Define the path within the document library where the new folder will be nested. Example: /demo/assignments/2025

  • Leave this field blank to create the folder at the root of the document library.

  • Use forward slashes to indicate subdirectory levels.

• Folder name Enter the exact name of the folder to be created. Example: Project_Alpha_0425

  • Ensure the name doesn’t contain invalid characters (\, /,:, *, ?, ", <, >, |).

How to Create a List

Fields & configuration:

• Connection Select your authenticated SharePoint account or create a new one.

• Site ID The SharePoint site under which the list will be created.

• List name A human-readable name for the new list. Example: Customer_Feedback_Quarter1

• List description A brief explanation of the list’s purpose, visible in the SharePoint UI.

How to create a List item

Fields & configuration:

• Connection Select your connected SharePoint account or create a new one.

• Site ID Choose the site containing the list.

• List ID Select the target list (e.g., “Employee Directory”, “Bug Reports”).

• Item fields (JSON Format) Provide the data to be inserted using a JSON object. Keys must match SharePoint column names exactly (case-sensitive). Example:

  { "Title": "Jane Smith", "Email": "[e-mail]", "Department": "Finance", "Status": "Active" }

How to update a list item

Fields & configuration:

• Connection Select your SharePoint connection or create a new one.

• Site ID Choose the site hosting the target list.

• List ID Select the list containing the item to be updated.

• List item ID Provide the numeric ID of the item (e.g., 1023) that you want to update. This ID can be retrieved from previous steps, like Find List Item.

• Updated fields (JSON format) Only include fields that require updates. Keys must match SharePoint column names. Example:

  { "Status": "Resolved", "AssignedTo": "[e-mail]" }

How to delete a list item

Fields & configuration:

• Connection Use your authenticated SharePoint account or create a new one.

• Site ID Select the site containing the list.

• List ID Choose the specific list from which the item should be deleted.

• List item ID Enter the ID of the list item to delete. This is usually a numeric value obtained from previous steps.

How to find a list item

Fields & configuration:

• Connection Select your SharePoint connection or create a new one.

• Site ID Choose the site where the list resides.

• List ID Select the list to be searched.

• Title Enter the exact title of the item you're searching for.

How to make a custom API call

Fields & configuration:

• Connection Select your existing SharePoint connection or create a new one.

• URL Provide the relative or absolute API endpoint. Examples:

  • Relative: /sites/{site-id}/lists/{list-id}/items

  • Absolute: https://graph.microsoft.com/v1.0/sites/...

• HTTP method Choose the method based on your goal:

  • GET: Retrieve data

  • POST: Create new items

  • PATCH: Update fields

  • PUT: Replace items

  • DELETE: Remove items

  • HEAD: Retrieve headers only

• Headers Provide key-value pairs like:

  { "Content-Type": "application/json" }

  • To add more headers, click on ‘+Add Item’.

• Query parameters

  • Supply additional filters or controls. Example: ?$filter=Status eq 'New'

  • To include additional query parameters, click the ‘+ Add Item’ button.

• JSON body Required for POST, PUT, PATCH. Example for creating a list item:

  { "fields": { "Title": "New Hire Onboarding", "Owner": "[e-mail]" } }

• Timeout Specify maximum execution time in seconds. The default is typically 30s.

Note: Click 'f' to insert dynamic values for flexible configurations.