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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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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.
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.
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.
Microsoft SharePoint Online
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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.
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.
Set Up the Microsoft SharePoint Online and Alegra 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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Alegra
Trigger on Webhook
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Microsoft SharePoint Online
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Iterator
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Webhook response
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.
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.
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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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.
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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:
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:
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: