Mautic and Microsoft SharePoint Online Integration

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Automatically add new Mautic contacts to Microsoft SharePoint Online as leads and manage their documents in one place. Latenode’s visual editor and affordable pay-by-execution pricing makes scaling lead management effortless.

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Mautic

Microsoft SharePoint Online

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Mautic and Microsoft SharePoint Online

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

Add the Mautic Node

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

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Mautic

Configure the Mautic

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

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Sign In

Run node once

Add the Microsoft SharePoint Online Node

Next, click the plus (+) icon on the Mautic 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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Mautic

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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.

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Mautic

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Connect Microsoft SharePoint Online

Sign In

Run node once

Configure the Mautic 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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Microsoft SharePoint Online Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Mautic 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 Mautic, 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 Mautic and Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between Mautic 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 Mautic and Microsoft SharePoint Online

Mautic + Microsoft SharePoint Online + Slack: When a new contact is created in Mautic, their information is saved to a SharePoint file, and a notification is sent to a Slack channel to alert the sales team.

Microsoft SharePoint Online + Mautic + Microsoft Teams: When a new file related to a campaign is uploaded to SharePoint, the corresponding campaign in Mautic is updated, and a notification is sent to the marketing team on Microsoft Teams.

Mautic and Microsoft SharePoint Online integration alternatives

About Mautic

Automate marketing with Mautic in Latenode. Sync contacts, track campaigns, and trigger actions based on customer behavior. Integrate Mautic with other apps for a 360° view of your customers. Use Latenode's visual editor and code blocks to build custom workflows that adapt to your business needs without complex coding or expensive add-ons.

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.

Mautic + Microsoft SharePoint Online integration

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FAQ Mautic and Microsoft SharePoint Online

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

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

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

Can I automatically save new Mautic contacts to SharePoint?

Yes, you can! Latenode enables automated workflows. Easily create a node to save new Mautic contact details directly into a SharePoint list, enhancing data management.

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

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

  • Automatically add new Mautic contacts to a SharePoint list.
  • Update SharePoint document metadata based on Mautic activity.
  • Create SharePoint folders for new Mautic campaigns.
  • Trigger Mautic email sequences from SharePoint file uploads.
  • Monitor SharePoint file changes and update Mautic contact properties.

Can I use JavaScript to customize Mautic data before saving to SharePoint?

Yes! Latenode allows you to use JavaScript code blocks for advanced data transformations between Mautic and SharePoint.

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

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

  • Complex data transformations may require JavaScript coding.
  • Real-time synchronization depends on API request limits.
  • Large file transfers from Mautic may affect workflow speed.

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