Microsoft SharePoint Online and Contacts+ Integration

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Microsoft SharePoint Online

Contacts+

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Contacts+

Create a New Scenario to Connect Microsoft SharePoint Online and Contacts+

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 Contacts+ will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Contacts+, 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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Microsoft SharePoint Online

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Map

Connect Microsoft SharePoint Online

Sign In

Run node once

Add the Contacts+ Node

Next, click the plus (+) icon on the Microsoft SharePoint Online node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.

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Microsoft SharePoint Online

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Contacts+

Authenticate Contacts+

Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.

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Microsoft SharePoint Online

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Connect Contacts+

Sign In

Run node once

Configure the Microsoft SharePoint Online and Contacts+ 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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Microsoft SharePoint Online

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Contacts+

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Map

Connect Contacts+

Contacts+ Oauth 2.0

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Select an action *

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Map

The action ID

Run node once

Set Up the Microsoft SharePoint Online and Contacts+ 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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Contacts+

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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring Microsoft SharePoint Online, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Contacts+ (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 Contacts+

Microsoft SharePoint Online + Contacts+ + Microsoft Teams: When a document is updated in SharePoint Online, find relevant contacts in Contacts+ and send them a notification via Microsoft Teams.

Contacts+ + Microsoft SharePoint Online + Slack: When a new contact is added in Contacts+, automatically create a folder in Microsoft SharePoint Online with the contact's name and post an update message in a designated Slack channel.

Microsoft SharePoint Online and Contacts+ 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 Contacts+

Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.

See how Latenode works

FAQ Microsoft SharePoint Online and Contacts+

How can I connect my Microsoft SharePoint Online account to Contacts+ using Latenode?

To connect your Microsoft SharePoint Online account to Contacts+ 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 Contacts+ accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Contacts+ when a SharePoint file changes?

Yes, you can! Latenode lets you trigger updates in Contacts+ when files are modified in Microsoft SharePoint Online. This ensures your contact information is always current, streamlining your outreach efforts.

What types of tasks can I perform by integrating Microsoft SharePoint Online with Contacts+?

Integrating Microsoft SharePoint Online with Contacts+ allows you to perform various tasks, including:

  • Create a contact in Contacts+ from new SharePoint file metadata.
  • Update contact details in Contacts+ based on changes in SharePoint.
  • Add SharePoint file links to Contacts+ contact notes automatically.
  • Trigger file uploads to SharePoint from new Contacts+ entries.
  • Synchronize contact information between both platforms regularly.

How secure is Microsoft SharePoint Online data accessed through Latenode?

Latenode employs robust security measures, including encryption and access controls, ensuring your Microsoft SharePoint Online data is protected during integration and workflow execution.

Are there any limitations to the Microsoft SharePoint Online and Contacts+ integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex SharePoint permissions might require custom configurations.
  • High-volume file processing may impact workflow execution speed.
  • Real-time synchronization depends on the rate limits of both APIs.

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