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How to connect Microsoft SharePoint Online and Process Street
Create a New Scenario to Connect Microsoft SharePoint Online and Process Street
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 Process Street will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Process Street, 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.
Add the Process Street Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select Process Street from the list of available apps, and choose the action you need from the list of nodes within Process Street.
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Authenticate Process Street
Now, click the Process Street node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Process Street settings. Authentication allows you to use Process Street through Latenode.
Configure the Microsoft SharePoint Online and Process Street 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 Process Street 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Microsoft SharePoint Online, Process Street, 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 Process Street integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Process Street (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 Process Street
SharePoint Online + Process Street + Microsoft Teams: When a new file is uploaded to SharePoint, a workflow run is initiated in Process Street, and a notification message is sent to a specified Microsoft Teams channel.
Process Street + SharePoint Online + Slack: When a workflow run is completed in Process Street, the data is saved to SharePoint and a completion message is sent to a Slack channel.
Microsoft SharePoint Online and Process Street 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 Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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FAQ Microsoft SharePoint Online and Process Street
How can I connect my Microsoft SharePoint Online account to Process Street using Latenode?
To connect your Microsoft SharePoint Online account to Process Street 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 Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate document approval workflows?
Yes, you can! Latenode’s visual editor makes it easy to automate approvals between Microsoft SharePoint Online and Process Street, reducing manual effort and improving tracking.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Process Street?
Integrating Microsoft SharePoint Online with Process Street allows you to perform various tasks, including:
- Automatically creating Process Street checklists from new SharePoint files.
- Updating SharePoint document metadata based on Process Street checklist completion.
- Triggering Process Street workflows when documents are modified in SharePoint.
- Creating SharePoint folders when new Process Street checklists are created.
- Generating summary reports in SharePoint based on Process Street checklist data.
Can Latenode handle large file transfers to Microsoft SharePoint Online?
Yes, Latenode’s architecture is designed for handling large file transfers efficiently, without compromising workflow performance or reliability.
Are there any limitations to the Microsoft SharePoint Online and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization of highly concurrent updates may experience slight delays.
- Complex custom permissions in Microsoft SharePoint Online might require advanced configuration.
- Integration is limited to the features supported by the Microsoft SharePoint Online and Process Street APIs.
