How to connect Microsoft SharePoint Online and Atera
Create a New Scenario to Connect Microsoft SharePoint Online and Atera
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 Atera will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Atera, 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 Atera Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select Atera from the list of available apps, and choose the action you need from the list of nodes within Atera.


Microsoft SharePoint Online
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Atera


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

JavaScript
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AI Anthropic Claude 3
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Atera
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, Atera, 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 Atera integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Atera (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 Atera
SharePoint Online + Microsoft Teams: When a new document is uploaded to SharePoint Online, a notification is automatically posted in a designated Microsoft Teams channel.
Microsoft Outlook + SharePoint Online: When a new email is received in Outlook, move it to a specified folder in SharePoint Online.
Microsoft SharePoint Online and Atera 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.
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About Atera
Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.
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See how Latenode works
FAQ Microsoft SharePoint Online and Atera
How can I connect my Microsoft SharePoint Online account to Atera using Latenode?
To connect your Microsoft SharePoint Online account to Atera 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 Atera accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate file storage based on Atera tickets?
Yes, you can! Latenode enables seamless automation. Automatically store files from Atera tickets in specific Microsoft SharePoint Online folders, ensuring organized document management and easy access.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Atera?
Integrating Microsoft SharePoint Online with Atera allows you to perform various tasks, including:
- Automatically uploading files related to Atera tickets to SharePoint.
- Creating new SharePoint folders based on new Atera customer accounts.
- Updating Atera tickets with links to relevant SharePoint documents.
- Triggering Atera alerts when a SharePoint file is modified.
- Backing up Atera data to a dedicated SharePoint document library.
How secure is the Microsoft SharePoint Online integration on Latenode?
Latenode uses secure authentication methods and data encryption to protect your data during Microsoft SharePoint Online and Atera integration workflows.
Are there any limitations to the Microsoft SharePoint Online and Atera integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers may experience delays depending on network conditions.
- Real-time synchronization depends on the Microsoft SharePoint Online API's update frequency.
- Complex workflows with many steps might require more advanced JavaScript coding.