March 2025 Product Updates

March 2025 Product Updates:

March brings a powerful suite of updates designed to enhance your automation experience. With new actions, key enhancements, and important fixes, these updates make workflows smoother and improve overall productivity.


New Actions:

SharePoint List Actions

A SharePoint List is a structured collection of data, similar to a database table, that allows users to store, manage, and share information. Lists can be either standard (using built-in templates like Tasks, Contacts, and Announcements) or custom (user-defined for specific needs). With Zenphi, you can now create, update, delete, and manage SharePoint List items effortlessly.

SharePoint List Action - Create Item

Description: 

This action allows users to add new records to a SharePoint List, including text, numbers, dates, and more. However, adding images, locations, or multi-value metadata is not supported.

Use Cases:

  • Automatically log IT support requests submitted via Microsoft Forms into a SharePoint List.

  • Capture employee leave requests submitted through a PowerAutomate form for approval and record-keeping.

SharePoint List Action - Delete Item

Description: 

Delete specific items from a SharePoint List based on their unique identifier or by selecting them from a dropdown. This action helps keep lists organized and up to date.

Use Cases:

  • Remove completed or outdated tasks from a project management list.

  • Automatically delete canceled event registrations.

  • Keep inventory lists clean by removing out-of-stock items.



SharePoint List Action - Update Item

Description: 

Modify existing SharePoint List records without altering other data. You can update specific fields using the Item ID or a dropdown selector.

Use Cases:

  • Update employee records when job titles, departments, or phone numbers change.

  • Change task statuses in a project management workflow (e.g., from "In Progress" to "Completed")


SharePoint List Action - Add Attachment

Description: 

Attach files to an existing SharePoint List item, making data richer and more accessible. Supports multiple file types, including PDFs, images, and spreadsheets (excluding executable files).


Use Cases:

  • Attach scanned employee IDs and contracts during onboarding.

  • Add screenshots and log files to help desk tickets for better issue resolution.

  • Include product images or purchase receipts in an inventory management system.

  • Store signed legal contracts and NDAs within a client’s record.



SharePoint Document Library - Upload File

Description: 

Upload files to a SharePoint Document Library or OneDrive for Business, enabling seamless document storage and collaboration. Supports uploads via file content or public URL while maintaining original metadata.

Use Cases:

  • Store HR onboarding documents like ID badges automatically.

  • Organize invoices by uploading them to designated folders.

  • Facilitate team collaboration by storing shared files in OneDrive for Business.

Notes:

  • Ensure file names include extensions.

  • Publicly accessible URLs are required for URL-based uploads.



Google Sheets - Copy Sheet

Description: Copy a sheet from one Google Spreadsheet to another while preserving formatting and data integrity.

Use Cases:

  • Automate report generation by copying a master sheet into a new document.

  • Maintain backup copies before making major modifications.

  • Create template-based data entry sheets for multiple users.


Notes: By default, the copied sheet is named "Copy of [Original Sheet Name]" unless a custom name is provided.



Updated Actions : 

Gmail : Send Email (Threaded Replies in Send Email Action)

Description: 

Now supports threaded replies, keeping responses within the same email conversation by configuring the Thread ID field.

Use Cases:

  • Keep customer support inquiries organized in the same email thread.

  • Maintain workflow approval requests in a single conversation.

  • Ensure sales follow-ups and client communications remain within existing threads.

  • Improve internal team collaboration by keeping discussions and task updates organized.

Notes: Users must configure Thread ID, Reply-To Message ID, and Reply-To References fields to ensure replies are correctly linked.



Generate Text with Gemini  (BYO API Key & Zenphi Integration)

Description:  Added an "Enable Search" option that allows actions to use Google Search for recent and relevant information. 



SharePoint Document Library Action : Copy File/Folder

Description: Users can now specify a new name for copied files, making it easier to differentiate between original and copied documents. This field is optional but improves file organization.

SharePoint Document Library Action : Move File/Folder 

Description: The "If another file..." field, which determines handling duplicate files, is now required. The "Replace" option has been removed to enhance data integrity.


Enhancements


HTTP Trigger : Custom Domain Whitelisting

Description: 

The HTTP Trigger now supports CORS (Cross-Origin Resource Sharing), allowing users to specify which domains can call the trigger from a web page. This prevents browser restrictions while maintaining security.

Use Cases:

  • Embed JavaScript-based workflows in websites without CORS issues.

  • Restrict HTTP trigger access to trusted domains for secure API calls.

  • Enable real-time dashboard updates and interactive web forms.

  • Ensure seamless interaction between single-page applications (SPAs) and HTTP triggers.


Notes:

  • Once a flow is published, trigger configurations cannot be modified. Users must remove and re-add the trigger to update settings.