Microsoft SharePoint Online and Getform Integration

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Microsoft SharePoint Online

Getform

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Getform

Create a New Scenario to Connect Microsoft SharePoint Online and Getform

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

Run node once

Add the Getform Node

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

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Authenticate Getform

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

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Configure the Microsoft SharePoint Online and Getform 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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Run node once

Set Up the Microsoft SharePoint Online and Getform 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, Getform, 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 Getform integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Getform (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 Getform

Getform + Microsoft SharePoint Online + Slack: When a new submission is received in Getform, the attached files are uploaded to a designated folder in Microsoft SharePoint Online, and then a message is sent to a Slack channel with a link to the folder.

Getform + Microsoft SharePoint Online + Microsoft Teams: Upon receiving a new form submission in Getform, the attached files are uploaded to a folder in Microsoft SharePoint Online. Subsequently, a message containing a link to the SharePoint folder is sent to a Microsoft Teams channel.

Microsoft SharePoint Online and Getform 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 Getform

Use Getform inside Latenode to capture form submissions and instantly trigger automated workflows. Route form data to databases, CRMs, or email marketing tools. Validate and transform entries with JS code blocks, AI, or no-code tools. Easily build multi-step automations without complex coding and scale up your lead capture processes.

See how Latenode works

FAQ Microsoft SharePoint Online and Getform

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

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

Can I save Getform submissions directly to SharePoint?

Yes, you can! Latenode lets you build custom workflows to automatically save Getform submissions to Microsoft SharePoint Online. Leverage our no-code blocks and JavaScript steps to process and format data as needed.

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

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

  • Store submitted form data in SharePoint lists automatically.
  • Trigger document generation in SharePoint from new form entries.
  • Update SharePoint records based on Getform submissions.
  • Send file uploads from Getform directly to SharePoint libraries.
  • Create custom approval workflows using data from forms.

CanIsearchSharePointfilesbasedonGetformdataautomatically?

Yes, Latenode enables you to use Getform data to trigger automated searches within Microsoft SharePoint Online, streamlining document retrieval.

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

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

  • Large file uploads via Getform may impact workflow execution time.
  • Complex data transformations may require JavaScript coding.
  • SharePoint API rate limits could affect high-volume workflows.

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