SharePoint

Overview

Automate document management in SharePoint: search and list content, download files and extract their text, upload files, and generate Word documents from Markdown. Works with three connection types — delegated OAuth, service-account App-Only (both via Microsoft Graph), and legacy on-prem NTLM (SharePoint REST).

Getting Connected

1. Go to Dashboard → Credentials → Add Credential.
2. Select SharePoint (OAuth), SharePoint (App-Only), or SharePoint (NTLM) and complete the setup.
3. Select that credential in the SharePoint node's config panel.

Actions

• Search / List Content — find files by query, optionally filtered by file type, with a max-results limit. Returns files (id, name, url, type, modified date, size, author) and total_count.
• Get File — download a file by path or ID and extract its text (DOCX via mammoth, PDF via pdf-parse, plus text formats). Returns file_content, the SharePoint URL, and a download URL.
• Upload File — upload from a public URL or base64 content (chunked upload session for large files). Returns the new file_id and file_url.
• Create Word Document — convert Markdown to a .docx and save it to a site/folder.

Site & Drive Addressing

The Site field accepts a path (contoso.sharepoint.com/sites/Finance), a full Graph Site ID (host,siteCollectionId,webId), or can be left blank to use the credential default / root site. With the Sites.Selected scope you must enter a Site ID since site discovery isn't available. For NTLM, paths are server-relative and the Site field is ignored.

Configuration

• Connection — any SharePoint credential (OAuth, App-Only, or NTLM)
• Action — Search, Get File, Upload File, or Create Word Document
• Output Variable — defaults to sharepoint_result; access via {{sharepoint_result}} or {{$json}}
• All text fields support {{variable_name}} interpolation.

Troubleshooting

• 403 Forbidden — the app/user lacks permission to the site. Grant Sites.Read.All/Sites.ReadWrite.All, or use Sites.Selected with the site granted and a Site ID supplied.
• Could not resolve site — check the Site value, or enter a full Site ID when using Sites.Selected.
• Search returns nothing (App-Only) — the tenant-wide Search API isn't available to app-only tokens; provide a Site so the node uses site-scoped drive search.

Required Credentials