Microsoft SharePoint Online and Zoho Desk Integration

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Centralize files from Microsoft SharePoint Online directly within Zoho Desk tickets for instant access. Latenode's visual editor and affordable execution pricing make document-driven support workflows easier to automate and scale.

Swap Apps

Microsoft SharePoint Online

Zoho Desk

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Zoho Desk

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

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

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

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Microsoft SharePoint Online

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Zoho Desk

Authenticate Zoho Desk

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

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Sign In

Run node once

Configure the Microsoft SharePoint Online and Zoho Desk 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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Microsoft SharePoint Online

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Zoho Desk

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Zoho Desk Oauth 2.0

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The action ID

Run node once

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

Zoho Desk + SharePoint Online + Microsoft Teams: When a new ticket comment is added in Zoho Desk, the flow checks if it references a SharePoint document. If it does, a message is sent to a Microsoft Teams channel to notify the team about the document reference in the ticket.

SharePoint Online + Zoho Desk + Microsoft Outlook: When a document is updated in SharePoint, a new ticket is created in Zoho Desk to track the update. Additionally, an email notification is sent via Microsoft Outlook to relevant stakeholders, informing them about the SharePoint document update and the corresponding Zoho Desk ticket.

Microsoft SharePoint Online and Zoho Desk 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 Desk

Integrate Zoho Desk with Latenode to automate support workflows. Automatically create tickets from specific events, update customer data across systems, or trigger custom actions based on ticket status. Use Latenode's visual editor and no-code tools to streamline processes and improve response times, scaling your support operations without code.

See how Latenode works

FAQ Microsoft SharePoint Online and Zoho Desk

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

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

Can I automatically save Zoho Desk ticket attachments to SharePoint?

Yes, you can! Latenode allows automated file management, instantly backing up attachments and improving data governance across platforms. Handle attachments effortlessly and at scale.

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

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

  • Automatically creating SharePoint folders for new Zoho Desk tickets.
  • Syncing updated SharePoint files to Zoho Desk tickets.
  • Creating new Zoho Desk tickets from updated SharePoint documents.
  • Logging SharePoint edits related to support requests in Zoho Desk.
  • Generating reports combining data from both platforms.

How secure is the Microsoft SharePoint Online integration on Latenode?

Latenode employs enterprise-grade security, including encryption and secure authentication, ensuring your data is protected in transit and at rest.

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

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

  • Complex workflows with many steps may impact performance.
  • File size limitations may apply when transferring large documents.
  • Custom metadata fields might require JavaScript for full support.

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