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Automatically archive completed Apollo sales contracts in Microsoft SharePoint Online using Latenode. Scale easily with affordable execution-based pricing and use JavaScript for advanced file naming.
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Microsoft SharePoint Online
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Create a New Scenario to Connect Microsoft SharePoint Online and Apollo
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ 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 Apollo will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Apollo, 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 Apollo Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select Apollo from the list of available apps, and choose the action you need from the list of nodes within Apollo.
Microsoft SharePoint Online
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Apollo
Authenticate Apollo
Now, click the Apollo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Apollo settings. Authentication allows you to use Apollo through Latenode.
Configure the Microsoft SharePoint Online and Apollo 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 Apollo 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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Apollo
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, Apollo, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Microsoft SharePoint Online and Apollo integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Apollo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Microsoft SharePoint Online + Apollo + Slack: When a new file is uploaded to a SharePoint folder, search for related contacts in Apollo and send a notification to a Slack channel.
Apollo + Microsoft SharePoint Online + Google Sheets: When a new contact is created in Apollo, upload contact information to a SharePoint file, and log the contact's details in a Google Sheet.
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 Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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How can I connect my Microsoft SharePoint Online account to Apollo using Latenode?
To connect your Microsoft SharePoint Online account to Apollo on Latenode, follow these steps:
Can I automatically update Apollo contacts from SharePoint?
Yes, with Latenode, automatically update Apollo contacts from SharePoint lists. Latenode's flexibility ensures data consistency between platforms, improving outreach efficiency.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Apollo?
Integrating Microsoft SharePoint Online with Apollo allows you to perform various tasks, including:
How secure is my Microsoft SharePoint Online data on Latenode?
Latenode employs robust security measures, including encryption and secure authentication, ensuring the safety of your Microsoft SharePoint Online data.
Are there any limitations to the Microsoft SharePoint Online and Apollo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: