Microsoft SharePoint Online and 7todos Integration

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Microsoft SharePoint Online

7todos

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and 7todos

Create a New Scenario to Connect Microsoft SharePoint Online and 7todos

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 Microsoft SharePoint Online, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft SharePoint Online or 7todos will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or 7todos, and select the appropriate trigger to start the scenario.

Add the Microsoft SharePoint Online Node

Select the Microsoft SharePoint Online node from the app selection panel on the right.

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Configure the Microsoft SharePoint Online

Click on the Microsoft SharePoint Online node to configure it. You can modify the Microsoft SharePoint Online 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 7todos Node

Next, click the plus (+) icon on the Microsoft SharePoint Online node, select 7todos from the list of available apps, and choose the action you need from the list of nodes within 7todos.

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Authenticate 7todos

Now, click the 7todos node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your 7todos settings. Authentication allows you to use 7todos through Latenode.

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Run node once

Configure the Microsoft SharePoint Online and 7todos 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 Microsoft SharePoint Online and 7todos 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 Microsoft SharePoint Online, 7todos, 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 Microsoft SharePoint Online and 7todos integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and 7todos (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Microsoft SharePoint Online and 7todos

Microsoft SharePoint Online + 7todos + Microsoft Teams: When a document is updated in SharePoint, a task is created in 7todos to review the changes, and a message is sent to a Teams channel notifying the team about the update and the new task.

7todos + Microsoft SharePoint Online + Microsoft Outlook: When a task is completed in 7todos, a confirmation file is uploaded to SharePoint. A summary email via Outlook confirms the task completion and includes a link to the uploaded file.

Microsoft SharePoint Online and 7todos integration alternatives

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.

About 7todos

Automate task management with 7todos in Latenode. Create flows that automatically add, update, or close tasks based on triggers from other apps. Sync project updates, schedule reminders, and centralize task data. Latenode adds scale and control with visual flows, custom scripts, and direct API access to 7todos.

See how Latenode works

FAQ Microsoft SharePoint Online and 7todos

How can I connect my Microsoft SharePoint Online account to 7todos using Latenode?

To connect your Microsoft SharePoint Online account to 7todos on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Microsoft SharePoint Online and click on "Connect".
  • Authenticate your Microsoft SharePoint Online and 7todos accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I create 7todos tasks from SharePoint files?

Yes, you can! Latenode allows seamless creation of 7todos tasks from new Microsoft SharePoint Online files. Automate task assignment and improve team collaboration with ease.

What types of tasks can I perform by integrating Microsoft SharePoint Online with 7todos?

Integrating Microsoft SharePoint Online with 7todos allows you to perform various tasks, including:

  • Create new 7todos tasks when a file is added to SharePoint.
  • Update 7todos tasks when a SharePoint file is modified.
  • Send notifications in 7todos for SharePoint file reviews.
  • Automatically assign 7todos tasks based on SharePoint metadata.
  • Generate reports in 7todos based on SharePoint document activity.

What SharePoint actions trigger automations in Latenode?

Latenode triggers automations based on new file uploads, edits, deletions and folder modifications within Microsoft SharePoint Online.

Are there any limitations to the Microsoft SharePoint Online and 7todos integration on Latenode?

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

  • Complex Microsoft SharePoint Online permissions might require advanced configuration.
  • Large file transfers from Microsoft SharePoint Online may impact workflow execution time.
  • 7todos API rate limits may affect the frequency of task updates.

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