Microsoft SharePoint Online and Streak Integration

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Automatically update Microsoft SharePoint Online document libraries when deals reach specific stages in Streak. Latenode’s visual editor and affordable pricing makes complex document automation accessible, allowing teams to focus on closing deals, not manual updates.

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Microsoft SharePoint Online

Streak

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Streak

Create a New Scenario to Connect Microsoft SharePoint Online and Streak

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

Sign In

Run node once

Add the Streak Node

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

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Authenticate Streak

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

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Configure the Microsoft SharePoint Online and Streak 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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The action ID

Run node once

Set Up the Microsoft SharePoint Online and Streak 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, Streak, 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 Streak integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Streak (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 Streak

SharePoint Online + Streak + Microsoft Teams: When a new document is added to SharePoint, search for the related Streak box. If a box is found, send a message to a specified channel in Microsoft Teams, notifying the deal team.

Streak + SharePoint Online + Microsoft Outlook: When a Streak deal reaches a specified stage, create a comment within the Streak box and then create and email a message via Outlook. Attach a file to the email.

Microsoft SharePoint Online and Streak 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 Streak

Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.

See how Latenode works

FAQ Microsoft SharePoint Online and Streak

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

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

Can I automatically archive Streak boxes in SharePoint?

Yes, you can! Latenode's flexible logic allows archiving Streak boxes to Microsoft SharePoint Online based on triggers, ensuring data is safely stored and easily accessible.

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

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

  • Automatically uploading new Streak contact files to SharePoint.
  • Creating SharePoint folders for new Streak pipeline stages.
  • Updating SharePoint documents with Streak box information.
  • Triggering Streak actions based on SharePoint file modifications.
  • Backing up Streak data to SharePoint on a recurring schedule.

How securely does Latenode handle my SharePoint Online credentials?

Latenode uses industry-standard encryption to securely store your Microsoft SharePoint Online credentials, ensuring the privacy of your data.

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

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

  • Large file transfers from Streak to Microsoft SharePoint Online may experience delays.
  • Real-time synchronization of all data fields between the two apps is not guaranteed.
  • Complex custom metadata mappings may require JavaScript coding in Latenode.

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