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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.
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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.
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 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.
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.
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.
Set Up the Microsoft SharePoint Online and LiveChat 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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LiveChat
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, 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.
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.
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 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.
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Connect Microsoft SharePoint Online and LiveChat in minutes with Latenode.
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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:
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:
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: