Microsoft SharePoint Online and Zoho Mail Integration

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Microsoft SharePoint Online

Zoho Mail

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Zoho Mail

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

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

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

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Zoho Mail

Authenticate Zoho Mail

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

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Microsoft SharePoint Online

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Sign In

Run node once

Configure the Microsoft SharePoint Online and Zoho Mail 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 Mail Oauth 2.0

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Run node once

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

SharePoint Online + Zoho Mail + Microsoft Teams: When a new file is uploaded to a SharePoint folder, a summary email is sent via Zoho Mail, and a notification is posted to a Microsoft Teams channel.

Zoho Mail + SharePoint Online + Slack: When a new email arrives in Zoho Mail matching specific search criteria, the email's attachments are archived to a dedicated SharePoint folder, and a summary message is posted to a Slack channel.

Microsoft SharePoint Online and Zoho Mail 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 Mail

Automate email tasks with Zoho Mail in Latenode. Extract attachments, monitor inboxes, send personalized messages, and trigger follow-up actions based on email content. Use Latenode to connect Zoho Mail with CRMs, databases, and other apps, creating custom workflows that save time and improve response rates without complex coding.

See how Latenode works

FAQ Microsoft SharePoint Online and Zoho Mail

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

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

Can I get email notifications for SharePoint file changes?

Yes, you can! Latenode allows you to trigger Zoho Mail notifications when files are updated in Microsoft SharePoint Online, keeping you informed without manual checks. Leverage no-code blocks and custom JavaScript steps.

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

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

  • Send an email when a new file is added to a SharePoint folder.
  • Create a draft email in Zoho Mail with a link to a SharePoint file.
  • Update a SharePoint list when a specific email is received.
  • Archive emails to a designated SharePoint document library.
  • Automatically email summaries of updated SharePoint documents.

How secure is my Microsoft SharePoint Online data within Latenode?

Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Microsoft SharePoint Online data at all times.

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

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

  • Complex SharePoint permissions may require custom JavaScript coding.
  • Attachment size limits are dependent on Zoho Mail's email policy.
  • Real-time synchronization depends on Microsoft SharePoint Online's API rate limits.

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