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Automate PDF report archiving from Microsoft SharePoint Online to PDF.co. Latenode simplifies document workflows with a visual editor, offering flexible, low-code automation and affordable pay-per-execution pricing.
Connect Microsoft SharePoint Online and PDF.co in minutes with Latenode.
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Create a New Scenario to Connect Microsoft SharePoint Online and PDF.co
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 PDF.co will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or PDF.co, 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 PDF.co Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select PDF.co from the list of available apps, and choose the action you need from the list of nodes within PDF.co.
Microsoft SharePoint Online
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PDF.co
Authenticate PDF.co
Now, click the PDF.co node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDF.co settings. Authentication allows you to use PDF.co through Latenode.
Configure the Microsoft SharePoint Online and PDF.co 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 PDF.co 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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PDF.co
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, PDF.co, 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 PDF.co integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and PDF.co (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
SharePoint + PDF.co + Microsoft Teams: When a new document is uploaded to SharePoint, it's automatically converted to PDF using PDF.co, and then a message with a link to the converted PDF is sent to a designated channel in Microsoft Teams.
PDF.co + SharePoint + Slack: When a new file is added to PDF.co, update a corresponding document in Sharepoint and notify the team in Slack.
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 PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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How can I connect my Microsoft SharePoint Online account to PDF.co using Latenode?
To connect your Microsoft SharePoint Online account to PDF.co on Latenode, follow these steps:
Can I automatically convert SharePoint files to PDF?
Yes, you can! Latenode simplifies this by allowing automated workflows that convert files, archive documents, and even extract data, all without writing code.
What types of tasks can I perform by integrating Microsoft SharePoint Online with PDF.co?
Integrating Microsoft SharePoint Online with PDF.co allows you to perform various tasks, including:
Can I trigger workflows when a new file appears in SharePoint?
Yes! Latenode lets you start workflows automatically when SharePoint files change, keeping your processes efficient.
Are there any limitations to the Microsoft SharePoint Online and PDF.co integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: