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Automatically update Cloze contacts and deals when files are added to Microsoft SharePoint Online. Latenode's visual editor simplifies the logic, while affordable execution-based pricing helps you scale document-driven workflows.
Connect Microsoft SharePoint Online and Cloze in minutes with Latenode.
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Create a New Scenario to Connect Microsoft SharePoint Online and Cloze
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Cloze will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Cloze, 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 Cloze Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
Microsoft SharePoint Online
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Cloze
Authenticate Cloze
Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.
Configure the Microsoft SharePoint Online and Cloze 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 Cloze 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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Cloze
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, Cloze, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Microsoft SharePoint Online and Cloze integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + Microsoft Teams: When a Project is updated in Cloze, a message is sent to a specific Microsoft Teams channel to keep the team informed about key sales updates.
Cloze + Microsoft SharePoint Online + Microsoft Outlook: When a new Project is created or updated in Cloze, its related documents are uploaded to a designated folder in SharePoint, and a confirmation email containing a summary of the action is sent via Outlook.
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 Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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How can I connect my Microsoft SharePoint Online account to Cloze using Latenode?
To connect your Microsoft SharePoint Online account to Cloze on Latenode, follow these steps:
Can I automatically save Cloze files to SharePoint?
Yes, you can. Latenode's flexible workflow engine allows you to automatically save files from Cloze to Microsoft SharePoint Online, creating a centralized document repository.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Cloze?
Integrating Microsoft SharePoint Online with Cloze allows you to perform various tasks, including:
Can I use JavaScript to customize SharePoint data on Latenode?
Yes, Latenode supports JavaScript. Use custom code to transform SharePoint data before it reaches Cloze for tailored workflows.
Are there any limitations to the Microsoft SharePoint Online and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: