

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Automatically archive Wealthbox client documents in Microsoft SharePoint Online, creating a centralized repository. Latenode's visual editor and affordable execution-based pricing make it easier to manage compliance and ensure document accessibility.
Connect Microsoft SharePoint Online and Wealthbox in minutes with Latenode.
Create Microsoft SharePoint Online to Wealthbox workflow
Start for free
Automate your workflow
Swap Apps
Microsoft SharePoint Online
Wealthbox
No credit card needed
Without restriction
Create a New Scenario to Connect Microsoft SharePoint Online and Wealthbox
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 Wealthbox will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Wealthbox, 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 Wealthbox Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
Microsoft SharePoint Online
⚙
Wealthbox
Authenticate Wealthbox
Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.
Configure the Microsoft SharePoint Online and Wealthbox 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 Wealthbox Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
⚙
AI Anthropic Claude 3
⚙
Wealthbox
Trigger on Webhook
⚙
Microsoft SharePoint Online
⚙
⚙
Iterator
⚙
Webhook response
Save and Activate the Scenario
After configuring Microsoft SharePoint Online, Wealthbox, 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 Wealthbox integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
SharePoint Online + Wealthbox + Microsoft Teams: When a new document is added to SharePoint Online, find the relevant contact in Wealthbox. Then, send a message to a Microsoft Teams channel to notify the team about the new document, referencing the client.
Wealthbox + SharePoint Online + DocuSign: When a deal closes in Wealthbox, use a pre-defined template from SharePoint Online to prepare a client agreement. Automatically send this agreement to the client for signature via DocuSign.
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 Wealthbox
Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.
Similar apps
Related categories
How can I connect my Microsoft SharePoint Online account to Wealthbox using Latenode?
To connect your Microsoft SharePoint Online account to Wealthbox on Latenode, follow these steps:
Can I automatically archive Wealthbox client documents in SharePoint?
Yes, you can! Latenode’s visual editor and file parsing tools make automating document archival a breeze, ensuring compliance and easy access within SharePoint.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Wealthbox?
Integrating Microsoft SharePoint Online with Wealthbox allows you to perform various tasks, including:
Can I trigger workflows based on SharePoint file modifications?
Yes! Latenode supports real-time triggers for SharePoint file events, allowing you to initiate Wealthbox actions based on those changes.
Are there any limitations to the Microsoft SharePoint Online and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: