How to connect Microsoft SharePoint Online and Loyverse
Create a New Scenario to Connect Microsoft SharePoint Online and Loyverse
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 Loyverse will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Loyverse, 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 Loyverse Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select Loyverse from the list of available apps, and choose the action you need from the list of nodes within Loyverse.


Microsoft SharePoint Online
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Loyverse


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

JavaScript
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AI Anthropic Claude 3
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Loyverse
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, Loyverse, 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 Loyverse integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Loyverse (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 Loyverse
Loyverse + Microsoft Teams + Microsoft SharePoint Online: When a new customer is added to Loyverse, a notification is sent to a Microsoft Teams channel, and the customer details are stored in a SharePoint Online file.
Loyverse + Google Sheets + Microsoft SharePoint Online: Track new Loyverse customers in a Google Sheet, and archive customer data to a Microsoft SharePoint Online file.
Microsoft SharePoint Online and Loyverse 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.
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About Loyverse
Sync Loyverse sales data to your accounting or marketing tools using Latenode. Automate inventory updates based on Loyverse transactions. Trigger custom workflows for customer loyalty programs. Latenode lets you connect Loyverse data to any app without code, adding powerful automation to your POS system.
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See how Latenode works
FAQ Microsoft SharePoint Online and Loyverse
How can I connect my Microsoft SharePoint Online account to Loyverse using Latenode?
To connect your Microsoft SharePoint Online account to Loyverse 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 Loyverse accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive Loyverse sales reports to SharePoint?
Yes, you can! Latenode allows you to automate this using a visual workflow, ensuring your sales data is securely backed up and readily accessible in SharePoint.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Loyverse?
Integrating Microsoft SharePoint Online with Loyverse allows you to perform various tasks, including:
- Automatically backing up Loyverse sales data to a SharePoint document library.
- Creating SharePoint list items from new Loyverse customer registrations.
- Generating daily sales reports in SharePoint from Loyverse data.
- Triggering SharePoint approvals based on Loyverse transaction values.
- Storing Loyverse receipts in designated SharePoint folders for accounting.
Can I use SharePoint data to update Loyverse item information?
Yes! Latenode allows you to sync item details using low-code blocks and JavaScript for advanced transformations.
Are there any limitations to the Microsoft SharePoint Online and Loyverse integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large data transfers may be subject to Microsoft SharePoint Online API rate limits.
- Complex data transformations may require JavaScript knowledge.
- Real-time, bi-directional sync might require custom logic and polling.