- Create list or library: automatically create new lists or document libraries in SharePoint from a workflow. Use case: set up a document library for a new project when a workflow is initiated.
- Create site: generate a new SharePoint site dynamically as part of the workflow. Use case: create a team site for newly onboarded employees or projects.
- Document actions: perform actions on SharePoint documents, such as renaming, moving, or copying them. Use case: move finalised documents to an archive library after approval.
- Generate shareable link: create a shareable link to a document or file in SharePoint. Use case: generate a link to share an approved proposal with external stakeholders.
SharePoint actions rules
SharePoint actions rules
Use FlowForma SharePoint action rules to create lists, libraries, and sites, act on documents, and generate shareable links directly from a workflow.
SharePoint action rules in FlowForma let workflows interact directly with SharePoint to create, manage, and share content, automating SharePoint-specific tasks.