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Microsoft 365 Files for HighLevel

Use Microsoft 365 file and SharePoint actions directly inside HighLevel workflows.
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A product by Merxence

Bring Microsoft 365 file work into the processes you manage in HighLevel. Explore the setup paths, file concepts, and workflow planning guides to prepare a controlled first test.

Connect your workflow to your team's files.

File tasks in HighLevel

Configure Microsoft 365 file tasks as steps in your business workflows. Check your installed version for the available actions.

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SharePoint resources

Plan around the sites and document libraries your team uses, with a clear mapping from library names to Drive IDs.

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Outputs for later steps

Learn how to validate action results and map confirmed outputs into the next workflow step.

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From workflow trigger to file task.

Prepare Microsoft 365 access, configure an available action in HighLevel, and verify its result with a small test.

How a file task fits into a workflow
  1. HighLevel workflow

    Your business trigger

  2. Microsoft 365 Files

    An action configured in your installed version

  3. Microsoft 365

    Your chosen file or SharePoint resource

Set up once. Build workflows repeatedly.

IT administrator · initial setup

Prepare the Entra application and approved resource access. Create the Drive ID map and arrange a secure handoff. Maintain credentials and permissions afterwards.

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HighLevel user · ongoing workflows

Use the administrator's handoff to configure the supported connection, select actions, map values, and test each business workflow.

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Plan workflows around real work.

Client folder organization

Plan a predictable folder structure for onboarding and repeat runs.

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Document handoffs

Plan how a HighLevel file would reach an approved SharePoint library.

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Document discovery

Define what a document lookup should return and how a later step should use it.

Plan this workflow

Start with an intentional access plan.

Review Microsoft Graph permissions with IT, choose the resources your workflow needs, and handle credentials through your organization's approved process. Product-specific permission requirements are awaiting implementation review.