Microsoft SharePoint Online and Zoho Creator Integration

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Automate document-driven workflows: push Microsoft SharePoint Online files to Zoho Creator, trigger actions based on updates, and build custom logic with JavaScript—all while scaling affordably on Latenode.

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Microsoft SharePoint Online

Zoho Creator

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Zoho Creator

Create a New Scenario to Connect Microsoft SharePoint Online and Zoho Creator

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

Run node once

Add the Zoho Creator Node

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

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Authenticate Zoho Creator

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

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Configure the Microsoft SharePoint Online and Zoho Creator 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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Zoho Creator Oauth 2.0

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Run node once

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

Zoho Creator + Microsoft Teams: When a new form is submitted in Zoho Creator, a message is sent to a designated Microsoft Teams channel, alerting the team of the new submission.

Zoho Creator + Zoho CRM: Upon submission of a new form in Zoho Creator, a new lead is created in Zoho CRM. No SharePoint is used since we cannot access the documents.

Microsoft SharePoint Online and Zoho Creator 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 Zoho Creator

Use Zoho Creator in Latenode to automate custom app workflows. Integrate form data with other services, automate approvals, or sync data across platforms. Latenode adds visual flow control, advanced logic, and scaling without per-step costs. Connect your data and automate processes beyond Zoho's limits.

See how Latenode works

FAQ Microsoft SharePoint Online and Zoho Creator

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

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

Can I automatically update Zoho Creator records from SharePoint documents?

Yes, you can! Latenode allows for seamless data synchronization between Microsoft SharePoint Online and Zoho Creator, automatically updating records based on document changes. Streamline your data management.

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

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

  • Create Zoho Creator records from new Microsoft SharePoint Online files.
  • Update Microsoft SharePoint Online documents from Zoho Creator form submissions.
  • Monitor Microsoft SharePoint Online libraries and trigger Zoho Creator workflows.
  • Sync document metadata between Microsoft SharePoint Online and Zoho Creator.
  • Generate reports in Zoho Creator based on data from Microsoft SharePoint Online.

What SharePoint Online file types are supported on Latenode?

Latenode supports common file types like .docx, .xlsx, .pdf, and .txt. You can leverage our parsing tools or AI blocks for advanced file content extraction.

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

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

  • Large file transfers may experience delays depending on your internet connection.
  • Real-time synchronization is not supported; updates occur at defined intervals.
  • Complex data transformations may require custom JavaScript code blocks.

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