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


Microsoft SharePoint Online
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Chargebee


Authenticate Chargebee
Now, click the Chargebee node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Chargebee settings. Authentication allows you to use Chargebee through Latenode.
Configure the Microsoft SharePoint Online and Chargebee 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 Chargebee 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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Chargebee
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, Chargebee, 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 Chargebee integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Chargebee (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 Chargebee
Chargebee + SharePoint Online + Microsoft Teams: When a new customer subscribes in Chargebee, a document is created in SharePoint, and a notification is sent to the sales team in Microsoft Teams.
Chargebee + SharePoint Online + Slack: When a customer's subscription is cancelled in Chargebee, the client's documents are archived in SharePoint, and the account manager is alerted on Slack.
Microsoft SharePoint Online and Chargebee 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 Chargebee
Use Chargebee in Latenode to automate subscription management tasks. Create workflows that trigger actions based on subscription events, like new sign-ups or failed payments. Sync Chargebee data with CRMs, accounting software, or internal databases. Process data with no-code tools or custom JavaScript. Scale billing processes with Latenode's efficient execution model.
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FAQ Microsoft SharePoint Online and Chargebee
How can I connect my Microsoft SharePoint Online account to Chargebee using Latenode?
To connect your Microsoft SharePoint Online account to Chargebee 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 Chargebee accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive invoices in SharePoint from Chargebee?
Yes, you can! Latenode allows you to automate invoice archival, saving time and ensuring compliance. Use our visual editor to set triggers and actions with ease.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Chargebee?
Integrating Microsoft SharePoint Online with Chargebee allows you to perform various tasks, including:
- Automatically saving new customer invoices to a dedicated SharePoint folder.
- Creating SharePoint document libraries for each new Chargebee customer.
- Updating SharePoint lists with subscription status changes from Chargebee.
- Generating summary reports of Chargebee data and storing them in SharePoint.
- Triggering SharePoint workflows when new subscriptions are created in Chargebee.
How secure is the Microsoft SharePoint Online integration on Latenode?
Latenode uses industry-standard encryption and secure authentication protocols to protect your data during Microsoft SharePoint Online and Chargebee integration.
Are there any limitations to the Microsoft SharePoint Online and Chargebee integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from Chargebee to Microsoft SharePoint Online may experience delays.
- Custom field mappings beyond standard fields may require JavaScript coding.
- Complex workflows with numerous steps could impact execution time.