Microsoft SharePoint Online and Pipefy Integration

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Microsoft SharePoint Online

Pipefy

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Pipefy

Create a New Scenario to Connect Microsoft SharePoint Online and Pipefy

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ 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 Pipefy will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Pipefy, 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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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

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Add the Pipefy Node

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

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Authenticate Pipefy

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

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Configure the Microsoft SharePoint Online and Pipefy 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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Set Up the Microsoft SharePoint Online and Pipefy 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 donโ€™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, Pipefy, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the Microsoft SharePoint Online and Pipefy integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Pipefy (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 Pipefy

SharePoint Online + Pipefy + Microsoft Teams: When a document is approved (hypothetically; no direct 'approved' trigger available) in SharePoint, a card is created in Pipefy to manage the post-approval workflow. A notification is then sent to a Microsoft Teams channel informing the team about the new card.

Pipefy + SharePoint Online + Microsoft Outlook: When a Pipefy card moves to a specific phase (e.g., 'Ready for Review'), relevant files are retrieved from SharePoint Online and attached to an email sent via Microsoft Outlook to a designated reviewer.

Microsoft SharePoint Online and Pipefy 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 Pipefy

Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI โ€” without step limits or vendor lock-in.

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FAQ Microsoft SharePoint Online and Pipefy

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

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

Can I automatically create Pipefy cards from new SharePoint files?

Yes, you can! Latenode allows you to automate this process, ensuring new files in Microsoft SharePoint Online instantly trigger the creation of Pipefy cards, streamlining your project workflows.

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

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

  • Automatically creating new Pipefy records from updated SharePoint lists.
  • Syncing document approvals in SharePoint to update Pipefy card statuses.
  • Creating SharePoint folders when a new phase is reached in Pipefy.
  • Copying files from SharePoint to Pipefy upon completion of specific tasks.
  • Generating reports combining data from both Microsoft SharePoint Online and Pipefy.

Can I use JavaScript to transform data between these two apps?

Yes! Latenode supports custom JavaScript code, letting you transform data and tailor the integration precisely to your needs.

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

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

  • Large file transfers might experience delays depending on network bandwidth.
  • Real-time updates depend on the polling interval set in your Latenode workflow.
  • Custom metadata fields in Microsoft SharePoint Online might require custom mapping.

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