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Automate SharePoint without Power Automate: 21 action types for items, sites, permissions, SQL, and Teams. Rule-based, browser-only, no workflows.
Ultimate Forms: Actions automates SharePoint business processes without workflows, Power Automate, or code. You configure rule-based actions from your browser, choosing from 21 action types that create and update items, generate documents, manage sites and permissions, and connect to SQL, Active Directory, Exchange, and Teams. Actions run automatically on events, on a schedule, or at the click of a button.
If a person on your team does it twice, an Action can do it forever.
Why not just use Power Automate?
Power Automate can automate SharePoint, and for cross-service integrations it is a fine tool. The friction appears when every routine automation becomes a flow: something to design on a canvas, test, license, and maintain, running under one user's connection that breaks when they leave. Multiply that by every list that needs a notification, a status update, or a follow-on record, and your simplest automations become your biggest maintenance backlog.Actions take the opposite approach. Automation is configured on the list itself, in minutes, from dropdowns: what triggers it, what conditions apply, what it does. The process owner builds it, understands it, and changes it when the process changes. No canvas, no expressions, no connection references.
Real tasks, real timings
| Common Business Task | Details | Done in |
|---|---|---|
| Project initiation workflow, includes creating project site, generating tasks, registering in external DB and assigning manager review | Read more | 10 minutes |
| Generate a predefined set of initial tasks whenever a project is created | Read more | 12 minutes |
| Create and update users in Active Directory | Read more | 7 minutes |
| Prevent double-booking of resources | Read more | 2 minutes |
A complete project initiation workflow in 10 minutes. Double-booking prevention in 2. These are documented builds, not estimates.
What Actions can do
Trigger any way you need
Run actions automatically when items are added, modified, moved, checked in or out, or deleted, and when attachments change. Run them on a timer: on a date column (three days before a deadline), or daily, weekly, monthly. Or expose them as buttons on forms and views, so users launch complex operations, with parameters, in one click.Act on anything in SharePoint
Create, update, copy, or delete items and documents in any list on any site, with the target chosen dynamically at run time. Generate new lists and entire sites from a template when a project kicks off. Convert items to formatted PDFs and email them. Manage permissions on sites, lists, folders, and individual items, optionally with elevated rights, so granting a contractor access to exactly one folder becomes a rule instead of a ticket.Reach beyond SharePoint
Run stored procedures in MS-SQL, Oracle, OLE DB, or ODBC databases. Create and update users in Active Directory. Interact with Exchange and Microsoft Teams. Call external web services. Send SMS messages. Your SharePoint process can update the ERP, provision the account, and post to the team channel without a separate integration platform.Stay governable
Every execution is logged, with action history one click away from any view. Failures notify the action owner by email automatically. Actions run synchronously or asynchronously, with optional cancellation, so administrators keep control as automation scales.Compared with Native SharePoint
| Ultimate Forms | Native SharePoint | |
|---|---|---|
| 21 different action types to choose from, including creation of item, lists, sites, management of permissions, etc. | ✓ |
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| Supports calling web services and DB stored procedures | ✓ |
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| Perform actions when item is saved/created | ✓ |
✓
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| Perform actions when item is deleted | ✓ |
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| Perform actions when attachments are added/deleted | ✓ |
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| Perform actions when document is checked out/checked in | ✓ |
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| Perform actions when file is moved | ✓ |
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| Perform actions based on a timer | ✓ |
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| Perform actions at preset intervals | ✓ |
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| Define actions using browser only | ✓ |
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| Optionally define actions as columns to be executed by click | ✓ |
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| Choose site or list dynamically at run-time | ✓ |
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| Conditional execution of actions | ✓ |
✓
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| Synchronous and asynchronous execution with optional cancellation | ✓ |
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| Action history accessible from views with a click | ✓ |
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| Notify action owner by e-mail in case of failures | ✓ |
What teams automate first
The patterns repeat across thousands of customers: status-driven notifications and record updates, automatic task generation when a request is approved, approval escalations that chase overdue decisions, document generation on completion via Print, and scheduled housekeeping like archiving closed items. Most of the 450+ templates in the Solution Catalog ship with Actions pre-configured, so you can install a working automation and read how it is built.Frequently asked questions
Q: Can I automate SharePoint without Power Automate?
A: Yes. Ultimate Forms Actions runs rule-based automation directly on SharePoint lists and libraries: 21 action types configured in the browser, with no flows, no premium connectors, and no code.
Q: What events can trigger an action?
A: Items added, modified, moved, checked in or out, or deleted, attachment changes, date columns, recurring schedules (daily, weekly, monthly), and manual buttons with parameters.
Q: Can actions update systems outside SharePoint?
A: Yes. Actions run database stored procedures (MS-SQL, Oracle, OLE DB, ODBC), manage Active Directory users, interact with Exchange and Teams, and call external web services.
Q: Can an action create a whole project site automatically?
A: Yes. A single action can create a site from a template, generate its initial tasks, register the project in an external database, and assign a review, triggered the moment a project item is created.
Q: Do I need programming skills?
A: No. Actions are fully rule-based and configured from dropdowns in the browser. Business users and administrators build and maintain them without developers.
Q: Does it work on-premises?
A: Yes. Actions works on SharePoint Online (Microsoft 365) and all supported on-premises SharePoint versions.
