Microsoft SharePoint Online and Zendesk Integration

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Automatically create Zendesk tickets from Microsoft SharePoint Online document uploads, or update SharePoint lists from Zendesk. Latenode's low-code editor and affordable execution-based pricing make this advanced automation accessible to all teams.

Swap Apps

Microsoft SharePoint Online

Zendesk

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Zendesk

Create a New Scenario to Connect Microsoft SharePoint Online and Zendesk

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

Add the Zendesk Node

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

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Zendesk

Authenticate Zendesk

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

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Run node once

Configure the Microsoft SharePoint Online and Zendesk 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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Zendesk Oauth 2.0

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The action ID

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Run node once

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

Zendesk + SharePoint Online + Microsoft Teams: When a new ticket is created in Zendesk, the flow checks if the ticket description contains keywords related to specific SharePoint files. If it does, a message is sent to a dedicated Microsoft Teams channel to alert the responsible team.

Zendesk + SharePoint Online + Slack: When a ticket is updated in Zendesk, the flow checks if the ticket includes the tag 'sharepoint_access'. If present, a message is sent to a specific Slack channel, notifying the team about the update.

Microsoft SharePoint Online and Zendesk 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 Zendesk

Automate Zendesk ticket management within Latenode. Update tickets based on external events, route requests using AI, and sync data across platforms. Close the loop between support and other systems using visual flows, JavaScript, and webhooks—reducing manual work.

See how Latenode works

FAQ Microsoft SharePoint Online and Zendesk

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

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

Can I automatically save Zendesk ticket attachments to SharePoint?

Yes, you can! Latenode's flexible no-code blocks and JavaScript functions allow seamless file transfers, ensuring ticket attachments are safely backed up in Microsoft SharePoint Online.

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

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

  • Create Zendesk tickets from new Microsoft SharePoint Online documents.
  • Update Microsoft SharePoint Online files when a Zendesk ticket is resolved.
  • Automatically save Zendesk ticket data into a Microsoft SharePoint Online list.
  • Search Microsoft SharePoint Online for related files when a ticket is opened.
  • Trigger Microsoft SharePoint Online workflows based on Zendesk ticket status.

Can Latenode handle large Microsoft SharePoint Online file volumes?

Yes! Latenode is designed for scalable automation, easily managing high file volumes and complex Microsoft SharePoint Online workflows.

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

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

  • Complex Microsoft SharePoint Online permission structures might require custom JavaScript coding.
  • Very large file transfers can be subject to Microsoft SharePoint Online API rate limits.
  • Some advanced Microsoft SharePoint Online metadata fields may need manual mapping.

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