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Automatically save LiveChat transcripts and data to Microsoft SharePoint Online for record-keeping and analysis. Latenode’s visual editor and affordable execution pricing make building custom workflows easy and scalable.
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LiveChat
Microsoft SharePoint Online
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Create a New Scenario to Connect LiveChat 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 LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find LiveChat or Microsoft SharePoint Online, and select the appropriate trigger to start the scenario.
Add the LiveChat Node
Select the LiveChat node from the app selection panel on the right.
LiveChat
Configure the LiveChat
Click on the LiveChat node to configure it. You can modify the LiveChat 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 LiveChat 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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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 LiveChat 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 LiveChat 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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LiveChat
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring LiveChat, 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 LiveChat and Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between LiveChat and Microsoft SharePoint Online (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
LiveChat + Microsoft SharePoint Online + Microsoft Teams: When a chat is deactivated in LiveChat, the transcript is uploaded to a specified folder in Microsoft SharePoint Online for record-keeping. A notification with a link to the transcript is then sent to a specific channel in Microsoft Teams.
Microsoft SharePoint Online + LiveChat + Microsoft Outlook: When a file is uploaded to a specific folder in Microsoft SharePoint Online, a link to the file is sent via LiveChat to a designated user and also emailed via Microsoft Outlook.
About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and 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 LiveChat account to Microsoft SharePoint Online using Latenode?
To connect your LiveChat account to Microsoft SharePoint Online on Latenode, follow these steps:
Can I automatically save chat transcripts to SharePoint?
Yes, you can! Latenode’s visual editor makes it easy to save LiveChat transcripts in Microsoft SharePoint Online. Benefit from centralized document management and improved team collaboration.
What types of tasks can I perform by integrating LiveChat with Microsoft SharePoint Online?
Integrating LiveChat with Microsoft SharePoint Online allows you to perform various tasks, including:
Can I use JavaScript code in my LiveChat workflows?
Yes! Latenode's code blocks let you use JavaScript to customize LiveChat flows. Add advanced logic, format data, and enhance integrations.
Are there any limitations to the LiveChat and Microsoft SharePoint Online integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: