Microsoft SharePoint Online and Alegra Integration

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Automate document-driven accounting: when a Microsoft SharePoint Online file is updated, Latenode creates corresponding records in Alegra automatically. Use JavaScript for custom field mapping and pay only for execution time.

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Microsoft SharePoint Online

Alegra

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Alegra

Create a New Scenario to Connect Microsoft SharePoint Online and Alegra

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 Alegra will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Alegra, 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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Microsoft SharePoint Online

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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Connect Microsoft SharePoint Online

Sign In

Run node once

Add the Alegra Node

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

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Alegra

Authenticate Alegra

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

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Run node once

Configure the Microsoft SharePoint Online and Alegra 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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Alegra Oauth 2.0

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Run node once

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

SharePoint Online + Alegra + Microsoft Teams: When a new document is added to SharePoint, a sales invoice is generated in Alegra, and a notification is sent to a Microsoft Teams channel.

Alegra + SharePoint Online + Slack: When a new client is created in Alegra, a dedicated folder for contracts is created in SharePoint, and a welcome message is sent via Slack to a public channel.

Microsoft SharePoint Online and Alegra 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 Alegra

Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.

See how Latenode works

FAQ Microsoft SharePoint Online and Alegra

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

To connect your Microsoft SharePoint Online account to Alegra 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 Alegra accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Alegra invoices from new SharePoint files?

Yes, you can! Latenode's visual editor simplifies creating this automation. Trigger invoice updates based on new files, saving time and ensuring data accuracy.

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

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

  • Create Alegra contacts from new SharePoint list entries.
  • Archive finalized Alegra invoices to a dedicated SharePoint folder.
  • Trigger invoice generation in Alegra from uploaded SharePoint documents.
  • Update SharePoint document metadata when an Alegra payment is received.
  • Send file links from SharePoint to Alegra as contact attachments.

How do I handle large file transfers from SharePoint to Alegra?

Latenode’s architecture efficiently manages large files, parsing them without size limits, ensuring reliable transfer to Alegra.

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

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

  • Complex SharePoint permissions might require custom configuration.
  • Alegra API rate limits can affect the speed of high-volume data transfers.
  • Real-time synchronization depends on the polling interval set in your workflow.

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