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Automate document workflows by converting files stored in Microsoft SharePoint Online using ConvertAPI. Latenode's visual editor and affordable pricing let you process large volumes of documents without complex coding or expensive subscriptions. Extend with JavaScript.
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Create a New Scenario to Connect Microsoft SharePoint Online and ConvertAPI
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ 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 ConvertAPI will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or ConvertAPI, 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 ConvertAPI Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select ConvertAPI from the list of available apps, and choose the action you need from the list of nodes within ConvertAPI.
Microsoft SharePoint Online
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ConvertAPI
Authenticate ConvertAPI
Now, click the ConvertAPI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ConvertAPI settings. Authentication allows you to use ConvertAPI through Latenode.
Configure the Microsoft SharePoint Online and ConvertAPI 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 ConvertAPI Integration
Use various Latenode nodes to transform data and enhance your integration:
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AI Anthropic Claude 3
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ConvertAPI
Trigger on Webhook
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Microsoft SharePoint Online
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Save and Activate the Scenario
After configuring Microsoft SharePoint Online, ConvertAPI, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Microsoft SharePoint Online and ConvertAPI integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and ConvertAPI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
SharePoint Online + ConvertAPI + Slack: When a new file is added to a SharePoint Online folder, it is automatically converted to PDF using ConvertAPI. The resulting PDF file is then posted to a specified Slack channel.
ConvertAPI + SharePoint Online + Microsoft Teams: When a file is converted using ConvertAPI, the watermarked document is saved to SharePoint. A preview of the saved document is then shared in a Microsoft Teams channel.
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 ConvertAPI
Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.
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How can I connect my Microsoft SharePoint Online account to ConvertAPI using Latenode?
To connect your Microsoft SharePoint Online account to ConvertAPI on Latenode, follow these steps:
Can I automatically convert files uploaded to SharePoint?
Yes, you can! Latenode lets you instantly trigger ConvertAPI when files are added to Microsoft SharePoint Online, converting them in real time. Automate repetitive tasks and streamline your document workflows.
What types of tasks can I perform by integrating Microsoft SharePoint Online with ConvertAPI?
Integrating Microsoft SharePoint Online with ConvertAPI allows you to perform various tasks, including:
Can I use JavaScript code to preprocess files before conversion?
Yes! Latenode allows you to use JavaScript steps to manipulate data or files before sending them to ConvertAPI for advanced transformations.
Are there any limitations to the Microsoft SharePoint Online and ConvertAPI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: