Microsoft SharePoint Online and LiveChat Integration

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Automatically save LiveChat transcripts and customer feedback to Microsoft SharePoint Online. Latenode’s visual editor and JavaScript support enhance customization, while execution-based pricing offers better value as you scale your automations.

Swap Apps

Microsoft SharePoint Online

LiveChat

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and LiveChat

Create a New Scenario to Connect Microsoft SharePoint Online and LiveChat

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

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

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Microsoft SharePoint Online

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LiveChat

Authenticate LiveChat

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

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Sign In

Run node once

Configure the Microsoft SharePoint Online and LiveChat 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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LiveChat Oauth 2.0

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Select an action *

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The action ID

Run node once

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

SharePoint Online + Microsoft Teams: When a new document is added to a SharePoint folder, a notification is sent to a designated Microsoft Teams channel, ensuring team members are promptly informed of new content.

LiveChat + SharePoint Online + Microsoft Outlook: When a LiveChat chat is deactivated, the transcript is saved to a specified SharePoint folder, and an email is sent to the support lead for quality control purposes.

Microsoft SharePoint Online and LiveChat 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 LiveChat

Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.

See how Latenode works

FAQ Microsoft SharePoint Online and LiveChat

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

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

Can I save LiveChat transcripts to SharePoint automatically?

Yes, you can! With Latenode, automate saving transcripts, leverage AI for summarization, and store them in SharePoint. This ensures compliance and easy access to chat data.

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

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

  • Create a new SharePoint document from a LiveChat transcript.
  • Update a SharePoint list with customer information from LiveChat.
  • Trigger LiveChat support tickets based on SharePoint document changes.
  • Search SharePoint for answers to LiveChat customer questions.
  • Send SharePoint file links directly within LiveChat conversations.

Can I trigger workflows from changes in SharePoint files?

Yes! Latenode allows triggering workflows from file changes, enabling automated LiveChat notifications or actions. This boosts real-time collaboration.

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

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

  • File size limits apply when transferring documents between the apps.
  • Real-time updates depend on the polling interval for changes.
  • Complex SharePoint permissions may require advanced setup.

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