Microsoft SharePoint Online and WhatsApp Business Cloud Integration

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Swap Apps

Microsoft SharePoint Online

WhatsApp Business Cloud

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and WhatsApp Business Cloud

Create a New Scenario to Connect Microsoft SharePoint Online and WhatsApp Business Cloud

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

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

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Microsoft SharePoint Online

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WhatsApp Business Cloud

Authenticate WhatsApp Business Cloud

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

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Sign In

Run node once

Configure the Microsoft SharePoint Online and WhatsApp Business Cloud 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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WhatsApp Business Cloud Oauth 2.0

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The action ID

Run node once

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

Microsoft SharePoint Online + WhatsApp Business Cloud + Microsoft Teams: When a document is updated in SharePoint, a WhatsApp message is sent to relevant team members, and a notification is posted in a Teams channel.

WhatsApp Business Cloud + Microsoft SharePoint Online + Zoho CRM: When a potential client sends a message via WhatsApp, the conversation is saved to SharePoint and a lead is created in Zoho CRM.

Microsoft SharePoint Online and WhatsApp Business Cloud 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 WhatsApp Business Cloud

Use WhatsApp Business Cloud in Latenode for automated messaging workflows. Send personalized updates, order confirmations, or support replies. Integrate it with your CRM, e-commerce platform, or database. Automate routing and customize messages with Latenode's visual editor and JavaScript support for flexible, scalable communication.

See how Latenode works

FAQ Microsoft SharePoint Online and WhatsApp Business Cloud

How can I connect my Microsoft SharePoint Online account to WhatsApp Business Cloud using Latenode?

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

Can I send SharePoint files via WhatsApp automatically?

Yes, you can! Latenode lets you automate sending files stored in Microsoft SharePoint Online through WhatsApp Business Cloud, ensuring swift and secure document delivery with advanced no-code logic.

What types of tasks can I perform by integrating Microsoft SharePoint Online with WhatsApp Business Cloud?

Integrating Microsoft SharePoint Online with WhatsApp Business Cloud allows you to perform various tasks, including:

  • Send notifications for new files uploaded to a SharePoint folder.
  • Share document links via WhatsApp upon specific SharePoint events.
  • Create SharePoint records from WhatsApp messages.
  • Automate document approvals based on WhatsApp confirmations.
  • Distribute meeting agendas stored in SharePoint via WhatsApp.

HowsecureistheMicrosoftSharePointOnlineintegrationonLatenode?

Latenode uses secure authentication protocols for Microsoft SharePoint Online, ensuring data encryption and protection, combined with granular access controls.

Are there any limitations to the Microsoft SharePoint Online and WhatsApp Business Cloud integration on Latenode?

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

  • Large file transfers from Microsoft SharePoint Online to WhatsApp might experience delays.
  • Custom Microsoft SharePoint Online permissions might require advanced configuration.
  • WhatsApp Business Cloud message limits apply.

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