SharePoint integration
Connect SharePoint with your Softr applications to put the sites your team already works in behind your no-code app. Turn form submissions into list items, keep request trackers current, upload member documents straight into the right document library, and publish pages and news posts — without anyone opening SharePoint to do it by hand.Overview
The Softr SharePoint integration lets your workflows work with three parts of a SharePoint site: lists, document libraries, and pages. Read and write list items to use SharePoint lists as a backend for trackers, registers, and intake logs; create folders, upload files, and browse libraries to keep documents organised as your app is used; and create, publish, and clean up site pages and news posts from a workflow. Once you connect your Microsoft account, Softr reads your sites, lists, document libraries, pages, and list columns live. You pick them from dropdowns rather than typing IDs, and the column choices always reflect the list you selected — so a column added in SharePoint shows up in your workflow without any re-configuration.Available Actions
List items
Find list items
Search a list and return the items you need. Filter by a single column value — for example every request whoseStatus is Open — or leave the filter blank to return the first items in the list. Max items caps how many come back (100 by default).
Get list item by ID
Fetch one item and use its column values in later steps. Identify it either by an item ID from an earlier step, or by a search condition — a column and value, which returns the first matching item.Create list item
Add a new item to a list, setting the column values from your form fields, records, or earlier workflow steps.Update list item
Change the column values on an existing item. As with Get list item by ID, you can point at the item by ID from a previous step, or find it by a column and value.Delete list item
Remove an item from a list — again by ID from an earlier step, or by the first item matching a column and value.Create list
Create a new list on a site, with a name and an optional description.Files & folders
Find file or folder
Search a document library by file or folder name — a partial name works. Scope the search to a single folder, or leave the folder blank to search the whole library. Returns up to Max items results (25 by default).Get file or folder by ID
Fetch a single file or folder by its ID to use its details in later steps — name, path, link, size, and when it was created and last modified.Get folder contents
List the files and folders inside a folder. Leave the folder blank to list the document library root. Max items caps the result (100 by default).Upload file
Upload a file into a document library — for example a document a member submitted through a Softr form. Choose a destination folder or leave it blank to upload to the library root, optionally override the file name, and decide what happens if a file with that name already exists: rename the new file, replace the existing one, or fail the step.Create folder
Create a folder in a document library — inside a parent folder, or at the library root. Same-name handling matches uploads: rename, replace, or fail.Delete file or folder
Delete a file or folder from a document library by its ID.Pages
Create page
Create a new page on a site. Title is what readers see; Page file name is optional and becomes the last part of the page URL — leave it blank to derive it from the title, and.aspx is added for you if you omit it. Choose a Page layout (Article or Home), whether the result is an ordinary Page or a News post, and supply the Content as HTML, which is added as a single full-width text section.
The page is created as a draft — nobody else sees it until it is published, so follow this with Publish page when the page should go live immediately.
Get page by ID
Fetch a page from a site — picked from a dropdown of that site’s pages — including its text content, URL, layout, page type, version, and whether it is currently published.Publish page
Publish the latest version of a page, making it visible to everyone with access to the site. Pair it with Create page to publish in the same run, or use it on its own once a draft has been reviewed. The action reports the page’s real state after publishing rather than assuming success: if the page library has an approval flow, the page stays unpublished until that flow completes, and the result says so.Delete page
Delete a page from a site, moving it to the site recycle bin. The result describes what was removed — file name, title, the URL it lived at, and whether it was published or still a draft.Key Benefits
- Your SharePoint site as a backend: Power Softr apps from the lists and libraries your team already maintains — no migration, no duplicate source of truth.
- Always in sync with your site: Sites, lists, libraries, pages, and columns are read live from SharePoint, so dropdowns never drift out of date when someone adds a column, a library, or a page.
- Right value, right column type: Filter values are matched against the column’s real type — text, number, date, or yes/no — so filtering works the way it does inside SharePoint.
- Work by ID or by condition: Get, update, and delete items either by an ID carried from an earlier step or by a column value, so workflows work even when nothing upstream knows the item’s ID.
- Documents where they belong: Files uploaded through your app land in the correct library and folder, with predictable handling when a name is already taken.
- Draft, then publish: New pages start as drafts, so a workflow can assemble a page or news post and only make it visible once you are ready — in the same run or a later one.
Example Use Cases
How to Connect Softr with SharePoint
- Open your Softr app and go to Workflows.
- Create a new workflow and add a SharePoint action.
- Click Connect SharePoint and sign in with the Microsoft account that has access to the site you want to use.
- Authorize Softr to access your SharePoint sites.
- Pick the Site, then the List, Document library, or Page the action should work with.
- Map fields from your Softr forms, records, or previous workflow steps to the list columns — or choose the file to upload, or write the page content.
- Save and activate your workflow.