Microsoft SharePoint Online and Cloze Integration

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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.

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Microsoft SharePoint Online

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Cloze

Create a New Scenario to Connect Microsoft SharePoint Online and Cloze

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 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.

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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.

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Connect Microsoft SharePoint Online

Sign In

Run node once

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.

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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.

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Microsoft SharePoint Online

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Sign In

Run node once

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.

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Cloze Oauth 2.0

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The action ID

Run node once

Set Up the Microsoft SharePoint Online and Cloze 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.
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Save and Activate the Scenario

After configuring Microsoft SharePoint Online, Cloze, 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 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.

Most powerful ways to connect Microsoft SharePoint Online and Cloze

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.

Microsoft SharePoint Online and Cloze 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.

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.

See how Latenode works

FAQ Microsoft SharePoint Online and Cloze

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:

  • 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 Cloze accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create SharePoint folders from new Cloze opportunities.
  • Update SharePoint documents when Cloze deal stages change.
  • Archive Cloze meeting notes in dedicated SharePoint folders.
  • Trigger Cloze tasks from new SharePoint file uploads.
  • Sync Cloze contact information to a SharePoint list.

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:

  • Large file transfers from Microsoft SharePoint Online may impact workflow speed.
  • Real-time synchronization depends on the polling frequency set within Latenode.
  • Complex SharePoint permissions may require custom JavaScript configurations.

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