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Keep your sales team aligned. Automate document storage from Kommo in Microsoft SharePoint Online with Latenode's visual editor. Customize further with JavaScript, and scale affordably using our execution-based pricing.
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Microsoft SharePoint Online
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Create a New Scenario to Connect Microsoft SharePoint Online and Kommo
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 Kommo will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Kommo, 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 Kommo Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select Kommo from the list of available apps, and choose the action you need from the list of nodes within Kommo.
Microsoft SharePoint Online
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Kommo
Authenticate Kommo
Now, click the Kommo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Kommo settings. Authentication allows you to use Kommo through Latenode.
Configure the Microsoft SharePoint Online and Kommo 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 Kommo 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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Kommo
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, Kommo, 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 Kommo integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Kommo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
SharePoint Online + Kommo + Microsoft Teams: When a document is updated in SharePoint Online, a task is created in Kommo to follow up on the changes, and a notification is sent to the sales team in Microsoft Teams.
Kommo + SharePoint Online + Google Drive: When a deal is closed in Kommo, the automation finds related documents in SharePoint Online and archives them to a specified folder in Google Drive for record-keeping.
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 Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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How can I connect my Microsoft SharePoint Online account to Kommo using Latenode?
To connect your Microsoft SharePoint Online account to Kommo on Latenode, follow these steps:
Can I automatically archive Kommo deals in SharePoint?
Yes, you can! Latenode’s flexible visual editor allows automating the archival of Kommo deals into SharePoint. This ensures consistent data management and simplifies compliance reporting.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Kommo?
Integrating Microsoft SharePoint Online with Kommo allows you to perform various tasks, including:
Can Latenode handle large SharePoint Online file uploads?
Yes, Latenode is designed for efficient file handling. Its architecture supports uploading and processing large files without performance bottlenecks.
Are there any limitations to the Microsoft SharePoint Online and Kommo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: