How to connect Moxie and Microsoft SharePoint Online
Create a New Scenario to Connect Moxie and Microsoft SharePoint Online
In the workspace, click the βCreate New Scenarioβ button.

Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find Moxie or Microsoft SharePoint Online, and select the appropriate trigger to start the scenario.

Add the Moxie Node
Select the Moxie node from the app selection panel on the right.

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

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Microsoft SharePoint Online

Authenticate Microsoft SharePoint Online
Now, click the Microsoft SharePoint Online node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft SharePoint Online settings. Authentication allows you to use Microsoft SharePoint Online through Latenode.
Configure the Moxie and Microsoft SharePoint Online Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Moxie and Microsoft SharePoint Online 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 donβt 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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AI Anthropic Claude 3
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Microsoft SharePoint Online
Trigger on Webhook
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Moxie
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Moxie, Microsoft SharePoint Online, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Moxie and Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between Moxie and Microsoft SharePoint Online (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Moxie and Microsoft SharePoint Online
Moxie + Microsoft SharePoint Online + Microsoft Teams: When a new project is created in Moxie, create a corresponding folder in SharePoint to store project files. Then, send a message in a designated Teams channel to notify the team about the new project and the location of the SharePoint folder.
Microsoft SharePoint Online + Moxie + Slack: When a new file is uploaded to a specific folder in SharePoint, trigger the creation of a new form submission in Moxie, capturing relevant document information. Finally, post a message to a Slack channel notifying users of the new document and Moxie submission.
Moxie and Microsoft SharePoint Online integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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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.
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See how Latenode works
FAQ Moxie and Microsoft SharePoint Online
How can I connect my Moxie account to Microsoft SharePoint Online using Latenode?
To connect your Moxie account to Microsoft SharePoint Online on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie and Microsoft SharePoint Online accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive Moxie chat transcripts to SharePoint?
Yes, you can! Latenode's visual editor allows you to create a workflow that automatically saves Moxie chat logs to Microsoft SharePoint Online, ensuring compliance and easy access to historical data.
What types of tasks can I perform by integrating Moxie with Microsoft SharePoint Online?
Integrating Moxie with Microsoft SharePoint Online allows you to perform various tasks, including:
- Automatically saving chat transcripts to specific SharePoint folders.
- Creating SharePoint list items from new Moxie conversations.
- Triggering alerts in SharePoint based on Moxie chat keywords.
- Updating SharePoint documents with data extracted from Moxie chats.
- Generating reports in SharePoint using Moxie conversation metrics.
How does Latenode enhance Moxie's automation capabilities?
Latenode extends Moxie's functionality with advanced logic, JavaScript code, AI, and triggers, enabling sophisticated workflows beyond basic rules.
Are there any limitations to the Moxie and Microsoft SharePoint Online integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from Moxie might experience delays.
- Real-time updates between apps depend on API availability.
- Complex data transformations require custom JavaScript code.