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


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Authenticate Ocean.io
Now, click the Ocean.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ocean.io settings. Authentication allows you to use Ocean.io through Latenode.
Configure the Microsoft SharePoint Online and Ocean.io 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 Ocean.io 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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Ocean.io
Trigger on Webhook
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Save and Activate the Scenario
After configuring Microsoft SharePoint Online, Ocean.io, 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 Ocean.io integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Ocean.io (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 Ocean.io
Ocean.io + Microsoft SharePoint Online + Slack: When a new lead is found in Ocean.io, the automation searches SharePoint for related company documents. If a document is found, a notification is sent to a Slack channel with a link to the document.
Ocean.io + Microsoft SharePoint Online + HubSpot: When Ocean.io finds a new lead, the automation checks SharePoint for related content by searching for a file. If a related document is found, a contact is created or updated in HubSpot with details from Ocean.io and a link to the SharePoint document.
Microsoft SharePoint Online and Ocean.io 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 Ocean.io
Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.
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See how Latenode works
FAQ Microsoft SharePoint Online and Ocean.io
How can I connect my Microsoft SharePoint Online account to Ocean.io using Latenode?
To connect your Microsoft SharePoint Online account to Ocean.io 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 Ocean.io accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead data transfer from Ocean.io to SharePoint?
Yes, you can! Latenode's visual editor makes it easy to automatically transfer lead data, enhancing data accessibility and insights without complex coding.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Ocean.io?
Integrating Microsoft SharePoint Online with Ocean.io allows you to perform various tasks, including:
- Automatically adding new Ocean.io leads as documents in SharePoint.
- Creating SharePoint folders for new Ocean.io accounts.
- Updating SharePoint lists with lead intelligence from Ocean.io.
- Triggering email notifications when a lead reaches a stage in Ocean.io.
- Backing up Ocean.io contact data to Microsoft SharePoint Online daily.
What file types are supported when moving data from SharePoint?
Latenode supports all common file types from Microsoft SharePoint Online, including .docx, .xlsx, .pdf, and more.
Are there any limitations to the Microsoft SharePoint Online and Ocean.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from Microsoft SharePoint Online may experience delays.
- Real-time synchronization depends on the APIs of both platforms.
- Custom metadata fields in SharePoint might require custom scripting.