Microsoft SharePoint Online and SmartSuite Integration

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Automate document workflows by linking Microsoft SharePoint Online files to SmartSuite project tasks. Latenode’s visual editor makes it easy to trigger updates between platforms, while affordable execution-based pricing keeps costs low as your team scales. Use JavaScript for advanced file handling.

Swap Apps

Microsoft SharePoint Online

SmartSuite

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and SmartSuite

Create a New Scenario to Connect Microsoft SharePoint Online and SmartSuite

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 SmartSuite will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or SmartSuite, 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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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.

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Connect Microsoft SharePoint Online

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Run node once

Add the SmartSuite Node

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

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Authenticate SmartSuite

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

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Configure the Microsoft SharePoint Online and SmartSuite 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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Run node once

Set Up the Microsoft SharePoint Online and SmartSuite 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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Save and Activate the Scenario

After configuring Microsoft SharePoint Online, SmartSuite, 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 SmartSuite integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and SmartSuite (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 SmartSuite

SharePoint Online + SmartSuite + Microsoft Teams: When a document is updated in SharePoint Online, a task is created in SmartSuite to review the changes, and a notification is sent to the relevant team in Microsoft Teams.

SmartSuite + SharePoint Online + Microsoft Outlook: When a project phase changes in SmartSuite, relevant SharePoint files are archived by moving them to a designated archive folder, and a summary email is sent via Microsoft Outlook to project stakeholders.

Microsoft SharePoint Online and SmartSuite 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 SmartSuite

Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.

See how Latenode works

FAQ Microsoft SharePoint Online and SmartSuite

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

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

Can I automatically update SmartSuite when files change in SharePoint?

Yes, you can! Latenode's flexible workflow builder allows real-time data syncing, so any update to files in Microsoft SharePoint Online triggers updates in SmartSuite—streamlining project management.

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

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

  • Automatically creating new SmartSuite records from new Microsoft SharePoint Online files.
  • Syncing document metadata between Microsoft SharePoint Online libraries and SmartSuite fields.
  • Generating reports in SmartSuite based on Microsoft SharePoint Online data.
  • Triggering notifications in SmartSuite when documents are updated in Microsoft SharePoint Online.
  • Archiving completed SmartSuite projects as documents in Microsoft SharePoint Online.

What Microsoft SharePoint Online versions does Latenode support?

Latenode supports Microsoft SharePoint Online. We continuously update our integration to ensure compatibility and access to the latest features.

Are there any limitations to the Microsoft SharePoint Online and SmartSuite 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 conditions.
  • Complex permission structures in Microsoft SharePoint Online may require advanced configuration.
  • Real-time syncing depends on the polling interval set within the Latenode workflow.

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