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Automatically update Microsoft SharePoint Online with new Insightly contact details or project statuses, ensuring seamless data synchronization. Latenode’s visual editor and affordable execution time make this integration easy to build and scale.
Connect Insightly and Microsoft SharePoint Online in minutes with Latenode.
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Create a New Scenario to Connect Insightly 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 Insightly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Insightly or Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find Insightly or Microsoft SharePoint Online, and select the appropriate trigger to start the scenario.
Add the Insightly Node
Select the Insightly node from the app selection panel on the right.
Insightly
Configure the Insightly
Click on the Insightly node to configure it. You can modify the Insightly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Microsoft SharePoint Online Node
Next, click the plus (+) icon on the Insightly 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.
Insightly
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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 Insightly 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 Insightly and Microsoft SharePoint Online Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Microsoft SharePoint Online
Trigger on Webhook
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Insightly
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, 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 Insightly and Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between Insightly and Microsoft SharePoint Online (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Microsoft SharePoint Online + Microsoft Teams: When a deal closes in Insightly (opportunity updated), the flow uploads related documents to a designated folder in SharePoint. Then, a notification is sent to the sales team in Microsoft Teams via channel message.
Microsoft SharePoint Online + Insightly + Microsoft Outlook: When new files are added to a SharePoint folder, the flow finds related contact in Insightly and triggers a follow-up email via Outlook.
About Insightly
Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.
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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.
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How can I connect my Insightly account to Microsoft SharePoint Online using Latenode?
To connect your Insightly account to Microsoft SharePoint Online on Latenode, follow these steps:
Can I automatically save Insightly files to SharePoint?
Yes, you can! Latenode's visual editor and file parsing tools make it simple to automatically upload Insightly attachments to Microsoft SharePoint Online, ensuring all your documents are securely backed up and accessible.
What types of tasks can I perform by integrating Insightly with Microsoft SharePoint Online?
Integrating Insightly with Microsoft SharePoint Online allows you to perform various tasks, including:
What Insightly data can I access in Latenode?
You can access a wide range of Insightly data within Latenode, including contacts, organizations, opportunities, projects, tasks, and events, enabling highly customized automations.
Are there any limitations to the Insightly and Microsoft SharePoint Online integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: