Creates a new item in a list.

Send a sharing invitation to specific recipients for a file or folder.

Deletes a list item from a list.

Exports a file to PDF or HTML format.

Sets status of an existing page to published.

Replaces an existing file with new content.

Uploads a file to document library.

Search for files or folders.

Searches for SharePoint sites by name or keyword.

Retrieves information about a file or folder by its ID.

List all users and groups who have access to a file or folder.

Gets a specific site page using its unique ID.

Triggers when an existing contact is updated (only available for Premier and Enterprise Wealthbox plans)

Creates a new contact.

Creates a new note.

Creates a new project.

Creates a new household.

Updates an existing contact.

Find or Create a Contact

Creates a new site page in SharePoint.

Creates a sharing link for a file or folder.

Deletes a site page from SharePoint.

Moves a file or folder to a different location within the same document library. Optionally rename the item.

Remove specific user access to a file or folder. Requires either email address or permission ID.

Updates an existing item in a list.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds list items by searching field values.

Checks the status of a copy operation and returns the new file ID when complete.

Retrieves all files and subfolders within a specified folder.

Gets a list item by its ID.

Retrieves metadata about a SharePoint site, such as title, description, and URL.

Adds a new family member to a household.

Creates a new event.

Creates a new opportunity.

Creates a new task.

Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

Find a contact.