Microsoft SharePoint Online and Wave Integration

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Microsoft SharePoint Online

Wave

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Wave

Create a New Scenario to Connect Microsoft SharePoint Online and Wave

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

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

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Wave

Authenticate Wave

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

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Sign In

Run node once

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

SharePoint Online + Wave + Microsoft Teams: When a new invoice is uploaded to SharePoint, record the invoice details in Wave and then send a notification to a Microsoft Teams channel.

Wave + SharePoint Online + Slack: When a new invoice is recorded as paid in Wave, archive related documents in SharePoint and notify the accounting team in Slack.

Microsoft SharePoint Online and Wave 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 Wave

Use Wave in Latenode to automate payment reminders and subscription management. Connect Wave to your CRM or database to trigger personalized emails or SMS based on payment status. Latenode’s visual editor makes it simple to build complex billing workflows and handle edge cases without code, ensuring timely payments and reducing churn.

See how Latenode works

FAQ Microsoft SharePoint Online and Wave

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

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

Can I automatically log Wave invoices in a SharePoint list?

Yes, you can! Latenode's visual editor makes it simple. Automatically log new Wave invoices to SharePoint, ensuring accurate financial record-keeping without manual data entry, saving you valuable time.

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

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

  • Create SharePoint folders for new Wave customers.
  • Update SharePoint lists with new Wave invoice data.
  • Trigger Wave invoice creation from SharePoint list updates.
  • Archive paid Wave invoices to a designated SharePoint folder.
  • Send payment reminders from SharePoint data using Wave.

HowsecureistheMicrosoftSharePointOnlineintegrationwithWaveonLatenode?

Latenode uses secure authentication protocols for both Microsoft SharePoint Online and Wave, ensuring that your data is protected during all integration processes.

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

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

  • Large file transfers from Microsoft SharePoint Online to Wave may experience delays.
  • Custom field mappings beyond standard fields in Wave may require JavaScript coding.
  • Real-time synchronization is not supported; data sync occurs at configured intervals.

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