How to connect Microsoft SharePoint Online and ServiceM8
Create a New Scenario to Connect Microsoft SharePoint Online and ServiceM8
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 ServiceM8 will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or ServiceM8, 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 ServiceM8 Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select ServiceM8 from the list of available apps, and choose the action you need from the list of nodes within ServiceM8.


Microsoft SharePoint Online
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ServiceM8


Authenticate ServiceM8
Now, click the ServiceM8 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ServiceM8 settings. Authentication allows you to use ServiceM8 through Latenode.
Configure the Microsoft SharePoint Online and ServiceM8 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 ServiceM8 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
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AI Anthropic Claude 3
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ServiceM8
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, ServiceM8, 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 ServiceM8 integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and ServiceM8 (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 ServiceM8
Microsoft SharePoint Online + Microsoft Teams: When a new document is uploaded to a specific folder in SharePoint, a message is sent to a designated channel in Microsoft Teams to notify the team.
ServiceM8 + Google Sheets + Microsoft SharePoint Online: When a job is completed in ServiceM8, the job details are logged in a Google Sheet. Relevant documents associated with the job are then stored in a specified folder within SharePoint.
Microsoft SharePoint Online and ServiceM8 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 ServiceM8
Sync ServiceM8 field service data with other apps inside Latenode to automate scheduling, invoicing, and client communication. Use Latenode's visual editor to build custom workflows triggered by ServiceM8 events, avoiding manual data entry. Connect accounting, CRM, and marketing tools, extending ServiceM8's capabilities without complex coding.
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See how Latenode works
FAQ Microsoft SharePoint Online and ServiceM8
How can I connect my Microsoft SharePoint Online account to ServiceM8 using Latenode?
To connect your Microsoft SharePoint Online account to ServiceM8 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 ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive ServiceM8 jobs in SharePoint?
Yes, you can! Latenode's visual editor makes it easy to archive completed ServiceM8 jobs to a dedicated SharePoint folder, creating a centralized document repository.
What types of tasks can I perform by integrating Microsoft SharePoint Online with ServiceM8?
Integrating Microsoft SharePoint Online with ServiceM8 allows you to perform various tasks, including:
- Automatically saving ServiceM8 invoices to a SharePoint document library.
- Creating SharePoint folders for new ServiceM8 clients.
- Updating SharePoint lists when ServiceM8 job statuses change.
- Generating reports from ServiceM8 data and storing them in SharePoint.
- Triggering ServiceM8 actions based on SharePoint file updates.
Can I use JavaScript to transform data between these apps?
Yes, Latenode allows you to use JavaScript code blocks to customize and transform data passing between Microsoft SharePoint Online and ServiceM8 for advanced scenarios.
Are there any limitations to the Microsoft SharePoint Online and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Large file transfers from SharePoint to ServiceM8 might experience delays.
- Real-time synchronization depends on the API rate limits of both apps.