We're updating some of our product names. Nintex Kryon RPA will soon be Nintex RPA. You may see both product names in our help pages while we make this change.

Connect Triggers to SharePoint Online

In order to automate tasks with time-based and event-based triggers in SharePoint online, triggers need to be configured and authorized to access your SharePoint online account.

The following list describes some examples of tasks that you can automate:

Create, read from, and write to a text file
Copy, move, rename, and delete a file
Check if a file exists and monitor changes
Create, copy, move, rename, and delete a folder
Check if a folder is empty and monitor folder changes

Prerequisites

Your SharePoint site address
Your Microsoft Office 365 account credentials

The one associated with your SharePoint account.

Access to Console + and Studio

Connect to SharePoint

SharePoint is a Microsoft Office browser-based app that you connect to through your web browser. It is used to help organizations collaborate with customers and colleagues and share documents.

To connect to SharePoint:

Go to Office.com, and sign in to your account .
Select the app launcher from the upper left side of the window.

Depending on your theme, it may appear slightly different for you
Click All apps.
Click SharePoint.

If you can't see it, you can use the search box.

Add a Trigger to SharePoint

To configure a trigger:

Navigate to the desired location on your SharePoint account.
Copy the URL of the page.
Edit the URL to include only the folder path:

https://qakryon.sharepoint.com/sites/qa/Shared Documents/Forms/AllItems.aspx?id=%2Fsites%2Fqa%2FShared Documents%2FTrigger Test%2FFiles
Sign in to Console + (see Accessing Console Plus).
Select Triggers from the Navigation menu.
From the Trigger Properties page, click the Actions button and select Edit.

Triggers can be edited only when they are inactive. If the trigger is currently active, you will be given the option to deactivate it in order to edit it.
Under the File definitions - Folder location, select SharePoint Online and insert the copied URL.
In most cases (depends on the SharePoint configuration) the trigger won't work without an Application ID.

The Application ID should be provided by the SharePoint administrator.

This can also be found in the Azure Admin Center.
Click Save and activate.

Credentials Vault with Application ID

A General users and OAuth Authentication credential needs to be added to the Credentials Vault, to be used in the Triggers and advanced commands.

To add credentials for the trigger:

Access the Credentials Vault in the Studio.

For instructions, see: Accessing the Credentials Vault.
In the Credentials Vault main window, select the General User tab.
Add a General user credential.

For instructions, see: Creating Credentials.
Click Save.
Select the Application Authentication tab.
Add an OAuth Authentication credential and link it to the General user credential created in Step 3.