Lightning Tools Actions · Microsoft 365
No-code SharePoint list actions that move work forward.
Give people clear action buttons for updating records, sending communications and completing everyday processes—without leaving SharePoint or Microsoft Lists.
Build conditional, multi-step actions visually. Place them on list command bars or modern pages, then run them against one item, several selected items or an entire list context.
Make SharePoint easier to act on
Put the next step where users already work.
Replace repetitive clicks, hidden processes and one-item-at-a-time updates with purpose-built buttons that guide people through the right action.
Act in bulk
Run one action against multiple selected list items to update, approve, copy, notify or process records together.
Build visually
Combine actions, conditions, variables, loops and outcomes in an intuitive builder without creating a custom SharePoint extension.
Use actions in context
Add buttons to the SharePoint command bar or create an action centre on a modern page so users see the right option at the right time.
Visual SharePoint automation
Build complete actions without writing code.
Use the Action Builder to combine business logic and Microsoft 365 operations into a clear sequence that Site Owners can understand and maintain.
Conditions and variables
Branch actions based on SharePoint data, user context or calculated expressions, and store values for later steps.
Structured execution
Use loops, scopes and success or failure paths to organise more sophisticated processes and make troubleshooting clearer.
Reusable configurations
Export and import action configurations so proven processes can be reused across lists, sites and environments.
Command bar and web part actions
Turn SharePoint pages into places to get work done.
Present common actions directly on list command bars, Home Sites, Communication Sites and other modern pages. Users can start the right process without first finding the underlying list or form.
- Run an action for the whole list, one item or selected items
- Control button labels, icons, styling and visibility
- Open the correct form, page or supporting experience
- Create action centres for common employee tasks
- Keep the experience familiar and SharePoint-native
Practical Microsoft 365 actions
Automate the work behind the button.
Build useful operational processes around SharePoint data, documents, communications and connected services.
Work with SharePoint data
Create, update, retrieve or delete list items. Copy or move documents and folders, create folders and generate sharing links.
Communicate and coordinate
Send emails, notify the right people and use calculated content from the current item or selected records.
Connect wider automation
Start an existing Power Automate flow or Azure Function when the process needs services beyond the built-in actions.
Generate documents
Add the premium Document Generator action to create consistent Word or PDF documents from one or many SharePoint records.
Prompt for user input
Collect information when the action runs and use those values in later steps, calculations, updates or communications.
Control access and visibility
Show relevant actions to the right users and run them through the user’s existing SharePoint security context.
Choose the right Lightning Tools product
Forms, actions or a complete governed solution?
The products work together, but each one solves a different part of the SharePoint process.
Lightning Forms
Design the form experience
Choose Lightning Forms when the main requirement is a better New, Edit or Display form with responsive layouts, rules, validation and form-level actions.
Lightning Tools Actions
Put processes on lists and pages
Choose Actions when users need clear buttons that run multi-step operations from a command bar or modern SharePoint page—including across multiple selected items.
Forms Studio
Build and deploy the whole solution
Choose Forms Studio when forms, triggered or scheduled automation, documents, pages and deployment must be managed as one versioned application.
Common use cases
Give everyday SharePoint processes a clearer path.
Bulk approvals and updates
Approve selected requests, change statuses, assign owners or standardise metadata across several records in one operation.
Document handling
Copy, move, convert or generate documents, create folders and send consistent outputs without manual file handling.
Employee action centres
Place request, reporting and service buttons on the intranet so employees can start the right process from one clear page.
Verified customer review on TrustRadius
“This is a very handy tool and we are always finding new ways to use this.”
Steve Patterson · 10/10 · Read the review on TrustRadius
Frequently asked questions
Lightning Tools Actions questions, answered.
Understand how no-code SharePoint list actions fit alongside Microsoft Lists, Power Automate, Lightning Forms and Forms Studio.
What is Lightning Tools Actions?
Lightning Tools Actions is a no-code action builder for SharePoint and Microsoft Lists. It lets Site Owners create purpose-built buttons that run conditional, multi-step processes from list command bars or modern SharePoint pages.
Can an action run against multiple SharePoint list items?
Yes. Actions can run against one item, multiple selected items or the wider list context, making them useful for bulk updates, approvals, document operations and notifications.
Does Lightning Tools Actions replace Power Automate?
Not necessarily. Actions is designed for immediate, contextual processes inside SharePoint. It can also start an existing Power Automate flow or Azure Function when a process needs broader services, long-running orchestration or specialist connectors.
Where is our data stored?
Lightning Tools Actions is deployed as an SPFx solution in your Microsoft 365 environment. It works through SharePoint and Microsoft 365 services while your business data and action configurations remain in your environment.
Can action configurations be reused?
Yes. Configurations can be exported and imported, helping teams standardise and reuse proven actions across lists, sites and environments.
Does it support SharePoint Server?
Yes. Lightning Tools Actions supports SharePoint Online as well as modern SharePoint Server 2019 and SharePoint Server Subscription Edition environments. Some cloud-dependent actions may vary by platform.
How is Lightning Tools Actions different from Lightning Forms?
Lightning Forms focuses on the design and behaviour of SharePoint list forms. Lightning Tools Actions focuses on button-driven processes placed on list command bars and modern pages, including operations across multiple selected items.
When should we use Forms Studio instead?
Use Forms Studio when the requirement is a complete, governed application with forms, event-triggered or scheduled automation, documents, packaging, versioning and repeatable deployment.
Make SharePoint easier to act on.
Ready to put the right actions in the right place?
Start a free trial or show us the SharePoint process you want to simplify for your users.
“This is a very handy tool and we are always finding new ways to use this.”
Plans from $1,380 USD per year. View current pricing.