How to connect Atera and Microsoft SharePoint Online
Create a New Scenario to Connect Atera and Microsoft SharePoint Online
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Atera, triggered by another scenario, or executed manually (for testing purposes). In most cases, Atera or Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find Atera or Microsoft SharePoint Online, and select the appropriate trigger to start the scenario.

Add the Atera Node
Select the Atera node from the app selection panel on the right.


Atera

Add the Microsoft SharePoint Online Node
Next, click the plus (+) icon on the Atera node, select Microsoft SharePoint Online from the list of available apps, and choose the action you need from the list of nodes within Microsoft SharePoint Online.


Atera
⚙

Microsoft SharePoint Online


Authenticate Microsoft SharePoint Online
Now, click the Microsoft SharePoint Online node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft SharePoint Online settings. Authentication allows you to use Microsoft SharePoint Online through Latenode.
Configure the Atera and Microsoft SharePoint Online Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Atera and Microsoft SharePoint Online Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

JavaScript
⚙
AI Anthropic Claude 3
⚙

Microsoft SharePoint Online
Trigger on Webhook
⚙

Atera
⚙
⚙
Iterator
⚙
Webhook response


Save and Activate the Scenario
After configuring Atera, Microsoft SharePoint Online, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Atera and Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between Atera and Microsoft SharePoint Online (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Atera and Microsoft SharePoint Online
Atera + Microsoft Teams + Microsoft SharePoint Online: When a new IT ticket is created or updated in Atera, a new channel is created in Microsoft Teams to discuss the issue. A folder is also created in SharePoint to store related files.
Microsoft SharePoint Online + Atera + Microsoft Outlook: When a new file is uploaded to a specific folder in SharePoint, a summary email is sent via Outlook to Atera agents using Microsoft Outlook to share the new IT documentation and inform them of the update.
Atera and Microsoft SharePoint Online integration alternatives

About Atera
Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.
Related categories

About Microsoft SharePoint Online
Automate SharePoint Online document management using Latenode. Trigger flows on file changes, move documents based on content, or update metadata without code. Streamline approvals and notifications with visual workflows, integrating SharePoint with other apps. Benefit from flexible logic and scalable execution.
Similar apps
Related categories
See how Latenode works
FAQ Atera and Microsoft SharePoint Online
How can I connect my Atera account to Microsoft SharePoint Online using Latenode?
To connect your Atera account to Microsoft SharePoint Online on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Atera and click on "Connect".
- Authenticate your Atera and Microsoft SharePoint Online accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically back up Atera tickets to SharePoint?
Yes, you can! Latenode's visual editor makes it easy to automate Atera ticket backups to SharePoint, ensuring data safety. Benefit from scheduled backups and version control.
What types of tasks can I perform by integrating Atera with Microsoft SharePoint Online?
Integrating Atera with Microsoft SharePoint Online allows you to perform various tasks, including:
- Create SharePoint folders for new Atera customers automatically.
- Upload Atera reports to a designated SharePoint document library.
- Update SharePoint lists with Atera ticket status changes.
- Archive completed Atera projects as SharePoint sites.
- Trigger Atera actions based on updates to SharePoint files.
How does Latenode handle Atera API rate limits?
Latenode intelligently manages Atera API calls, implementing queues and error handling to minimize the risk of hitting rate limits.
Are there any limitations to the Atera and Microsoft SharePoint Online integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex file operations might require additional JavaScript coding.
- Real-time synchronization depends on the polling interval configured.
- Large data migrations might require optimization for best performance.