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


Microsoft SharePoint Online
⚙
Qwilr

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

JavaScript
⚙
AI Anthropic Claude 3
⚙
Qwilr
Trigger on Webhook
⚙

Microsoft SharePoint Online
⚙
⚙
Iterator
⚙
Webhook response

Save and Activate the Scenario
After configuring Microsoft SharePoint Online, Qwilr, 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 Qwilr integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Qwilr (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 Qwilr
Qwilr + Microsoft Teams: When a Qwilr proposal is accepted, a notification is posted in a specific Teams channel.
Qwilr + PandaDoc + SharePoint Online: When a Qwilr proposal is accepted, create a similar agreement document in PandaDoc and save it in SharePoint.
Microsoft SharePoint Online and Qwilr 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.
Similar apps
Related categories
About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
Similar apps
Related categories
See how Latenode works
FAQ Microsoft SharePoint Online and Qwilr
How can I connect my Microsoft SharePoint Online account to Qwilr using Latenode?
To connect your Microsoft SharePoint Online account to Qwilr 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 Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive Qwilr proposals in SharePoint?
Yes, you can! Latenode’s flexible no-code editor lets you easily archive finalized Qwilr proposals directly into designated Microsoft SharePoint Online folders. Maintain organized records effortlessly.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Qwilr?
Integrating Microsoft SharePoint Online with Qwilr allows you to perform various tasks, including:
- Automatically save new Qwilr proposals to a SharePoint document library.
- Update SharePoint metadata when a Qwilr proposal status changes.
- Generate Qwilr proposals from data stored in a SharePoint list.
- Trigger Qwilr proposal creation based on SharePoint file uploads.
- Create SharePoint folders for each new Qwilr client account.
CanIprocessSharePointfiledatawithinLatenodeflows?
Yes! Latenode can parse various file formats from Microsoft SharePoint Online,enabling use of data for AI,JavaScript, or direct updates to Qwilr.
Are there any limitations to the Microsoft SharePoint Online and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom metadata structures in Microsoft SharePoint Online may require JavaScript for full support.
- Qwilr's API rate limits can impact high-volume automation scenarios.
- Large file transfers from Microsoft SharePoint Online may experience delays.