SharePoint Step

Upload files to SharePoint as part of your workflow. Use this step to save user-uploaded files and workflow-generated documents to organizational sites and document libraries.

The SharePoint step uploads files to a SharePoint document library using a named connection. Use it to deliver workflow outputs to the document libraries and sites your organization relies on for internal collaboration and compliance.

Configuration

nametyperequireddescription
connectionstringyesThe name of the SharePoint connection to use, as configured in Integrations.
actionstringyesThe operation to perform. Must be UPLOAD_FILE.
drivestringyesThe target SharePoint drive or site identifier.
folderstringnoAn optional folder path within the drive.
filesarrayyesOne or more files to upload. At least one file is required. See Files below.

Files

Each entry in the files array defines a file to upload and where it comes from.

nametyperequireddescription
sourcestring or objectyesThe file to upload. See File sources below.
namestringyesThe file name to use in SharePoint.

File sources

The source field accepts several formats depending on where the file comes from:

  • Object reference with ID: { "id": "string", "downloadUrl": "string" } — references a file by its ID. Both id and downloadUrl are required.
  • Object reference with URL only: { "downloadUrl": "string" } — references a file by download URL, without an ID.
  • Generated file descriptor: { "name": "string", "metadata": { "contentType": "string", "size": number, "createdAt": "string", "updatedAt": "string" } } — describes a workflow-generated file. Only name is required; all metadata fields are optional.
  • String URL or handle: A plain string used as a direct file reference.

Example

The example below uploads two files to a SharePoint document library: one referenced by ID and one workflow-generated image.

{
  "connection": "sharepoint-prod",
  "action": "UPLOAD_FILE",
  "drive": "Marketing",
  "folder": "Documents/Assets",
  "files": [
    {
      "source": {
        "id": "file-654",
        "downloadUrl": "https://files.example.com/download/file-654"
      },
      "name": "brand-guide.pdf"
    },
    {
      "source": {
        "name": "logo.png",
        "metadata": { "contentType": "image/png", "size": 4096 }
      },
      "name": "logo.png"
    }
  ]
}