How to connect Microsoft SharePoint Online and Moxie
Create a New Scenario to Connect Microsoft SharePoint Online and Moxie
In the workspace, click the βCreate New Scenarioβ button.

Add the First Step
Add the first node β 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 Moxie will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Moxie, 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 Moxie Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select Moxie from the list of available apps, and choose the action you need from the list of nodes within Moxie.


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Moxie

Authenticate Moxie
Now, click the Moxie node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moxie settings. Authentication allows you to use Moxie through Latenode.
Configure the Microsoft SharePoint Online and Moxie 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 Moxie 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 donβt 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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AI Anthropic Claude 3
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Moxie
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, Moxie, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Microsoft SharePoint Online and Moxie integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Moxie (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 Moxie
SharePoint Online + Moxie + Microsoft Teams: When a document is updated in SharePoint, search for relevant clients in Moxie and notify the team in a dedicated Teams channel about the updated document and client details.
Moxie + SharePoint Online + Microsoft Outlook: When a new support ticket is created in Moxie, create a task in SharePoint and send an email to support staff via Outlook for immediate action.
Microsoft SharePoint Online and Moxie 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 Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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See how Latenode works
FAQ Microsoft SharePoint Online and Moxie
How can I connect my Microsoft SharePoint Online account to Moxie using Latenode?
To connect your Microsoft SharePoint Online account to Moxie 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 Moxie accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive Moxie chat transcripts to SharePoint?
Yes, you can! Latenode enables this using no-code blocks or JavaScript, automating archiving for compliance and analysis. Benefit from centralized document management.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Moxie?
Integrating Microsoft SharePoint Online with Moxie allows you to perform various tasks, including:
- Save new Moxie chat transcripts to a designated SharePoint folder.
- Trigger Moxie alerts when a document is updated in SharePoint.
- Create SharePoint list items from new Moxie support tickets.
- Search SharePoint for related articles during Moxie support chats.
- Automatically update SharePoint metadata based on Moxie case resolution.
How secure is SharePoint data accessed via Latenode?
Latenode uses secure authentication and encryption protocols to protect your SharePoint data. Control access through granular permissions.
Are there any limitations to the Microsoft SharePoint Online and Moxie integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from Moxie to SharePoint may experience delays.
- Real-time updates between the apps depend on API availability.
- Custom Moxie fields might require JavaScript for full integration.