Kommo and Microsoft SharePoint Online Integration

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Automatically archive Kommo deals’ documents in Microsoft SharePoint Online using Latenode’s visual editor. Scale automations affordably and customize logic with JavaScript when needed.

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Kommo

Microsoft SharePoint Online

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Kommo and Microsoft SharePoint Online

Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find Kommo or Microsoft SharePoint Online, and select the appropriate trigger to start the scenario.

Add the Kommo Node

Select the Kommo node from the app selection panel on the right.

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Configure the Kommo

Click on the Kommo node to configure it. You can modify the Kommo URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Microsoft SharePoint Online Node

Next, click the plus (+) icon on the Kommo 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.

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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.

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Configure the Kommo 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.

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Run node once

Set Up the Kommo 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.
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Save and Activate the Scenario

After configuring Kommo, 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 Kommo and Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and Microsoft SharePoint Online

Kommo + Microsoft SharePoint Online + Slack: When a new lead is created in Kommo, a folder is created in Microsoft SharePoint Online to store documents related to that lead. Subsequently, a message is sent to a designated Slack channel notifying the sales team about the new lead and the created folder.

Microsoft SharePoint Online + Kommo + Microsoft Teams: When a new file is uploaded to a specific folder in Microsoft SharePoint Online, a new task is created in Kommo, assigning it to a relevant team member. A message is then sent to a Microsoft Teams channel to inform the team about the new file and the created task in Kommo.

Kommo and Microsoft SharePoint Online integration alternatives

About Kommo

Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.

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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.

See how Latenode works

FAQ Kommo and Microsoft SharePoint Online

How can I connect my Kommo account to Microsoft SharePoint Online using Latenode?

To connect your Kommo account to Microsoft SharePoint Online on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Kommo and click on "Connect".
  • Authenticate your Kommo and Microsoft SharePoint Online accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically save new Kommo leads' documents in SharePoint?

Yes, easily! Latenode's visual editor allows you to create automated workflows, instantly saving new Kommo lead-related documents into designated Microsoft SharePoint Online folders, improving organization.

What types of tasks can I perform by integrating Kommo with Microsoft SharePoint Online?

Integrating Kommo with Microsoft SharePoint Online allows you to perform various tasks, including:

  • Automatically creating SharePoint folders for new Kommo deals.
  • Saving meeting notes from Kommo to specific SharePoint document libraries.
  • Updating Kommo contacts when files are modified in SharePoint.
  • Triggering Kommo tasks based on file uploads to SharePoint.
  • Generating documents in SharePoint using Kommo deal data.

How does Latenode enhance Kommo's automation capabilities?

Latenode extends Kommo with advanced logic, JavaScript, AI, and headless browser automation, surpassing basic integrations for complex workflow scenarios.

Are there any limitations to the Kommo and Microsoft SharePoint Online integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Large file transfers might experience delays based on network bandwidth.
  • Complex workflows with numerous operations could impact execution time.
  • Custom SharePoint configurations might require advanced JavaScript coding.

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