Microsoft SharePoint Online and Nimble Integration

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Centralize document workflows by connecting Microsoft SharePoint Online to Nimble and updating contact profiles automatically. Latenode offers no-code building plus custom JS logic, making document-driven contact management effortless and scalable at an affordable cost.

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Microsoft SharePoint Online

Nimble

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Nimble

Create a New Scenario to Connect Microsoft SharePoint Online and Nimble

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

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

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Microsoft SharePoint Online

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Nimble

Authenticate Nimble

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

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Microsoft SharePoint Online

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Nimble

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Sign In

Run node once

Configure the Microsoft SharePoint Online and Nimble 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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Nimble Oauth 2.0

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The action ID

Run node once

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

Nimble + Microsoft Teams: When a new contact is added to Nimble, a message is sent to a designated Microsoft Teams channel to keep the team informed of new leads or contacts.

Nimble + Microsoft SharePoint Online + Microsoft Outlook: When a new contact is created in Nimble, a folder is created in SharePoint to store related documents. An Outlook calendar event is then created to remind you to follow up with the new contact.

Microsoft SharePoint Online and Nimble 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 Nimble

Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.

See how Latenode works

FAQ Microsoft SharePoint Online and Nimble

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

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

Can I automatically update Nimble contacts from SharePoint documents?

Yes, you can! Latenode's flexible data mapping lets you sync SharePoint document data to Nimble contacts. Keep your CRM current with minimal effort, leveraging Latenode's scaling features.

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

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

  • Create new Nimble contacts from new Microsoft SharePoint Online files.
  • Update contact details in Nimble when documents are modified in SharePoint.
  • Trigger Nimble activities when a new SharePoint list item is created.
  • Create SharePoint folders based on new deals created in Nimble.
  • Share SharePoint documents with Nimble contacts automatically.

WhatMicrosoftSharePointOnlineversionaresupportedbytheLatenodeintegration?

Latenode supports Microsoft SharePoint Online. On-premises versions are not directly supported, but REST API access may enable integration.

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

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

  • Large file transfers from Microsoft SharePoint Online may impact workflow execution time.
  • Real-time synchronization depends on the polling interval set within Latenode.
  • Custom metadata fields in Microsoft SharePoint Online might require custom scripting.

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