Nimble and Microsoft SharePoint Online Integration

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Automatically archive completed Nimble deals and associated documents in Microsoft SharePoint Online. Latenode’s visual editor and affordable execution-based pricing make scaling these workflows effortless. Keep your CRM tidy and your files organized.

Swap Apps

Nimble

Microsoft SharePoint Online

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Nimble and Microsoft SharePoint Online

Create a New Scenario to Connect Nimble and Microsoft SharePoint Online

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 Nimble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Nimble or Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find Nimble or Microsoft SharePoint Online, and select the appropriate trigger to start the scenario.

Add the Nimble Node

Select the Nimble node from the app selection panel on the right.

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Configure the Nimble

Click on the Nimble node to configure it. You can modify the Nimble URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Microsoft SharePoint Online Node

Next, click the plus (+) icon on the Nimble 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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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.

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Configure the Nimble 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.

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

Nimble + Microsoft SharePoint Online + Microsoft Teams: When a new contact is created in Nimble, a new folder for that contact is created in SharePoint. A message is then sent to a Microsoft Teams channel to notify the team about the new contact and the created folder.

Nimble + Microsoft SharePoint Online + Microsoft Outlook: When a new contact is created in Nimble, project documents are uploaded to a specific folder in SharePoint. A follow-up reminder email is then created and scheduled in Outlook using the contact's information.

Nimble and Microsoft SharePoint Online integration alternatives

About Nimble

Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.

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.

See how Latenode works

FAQ Nimble and Microsoft SharePoint Online

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

To connect your Nimble account to Microsoft SharePoint Online on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Nimble and click on "Connect".
  • Authenticate your Nimble and Microsoft SharePoint Online accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically archive Nimble contacts' files in SharePoint?

Yes, you can! Latenode's flexible automation lets you trigger file uploads to SharePoint when contact details are updated in Nimble, ensuring your documents are always organized and accessible.

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

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

  • Create SharePoint folders for new Nimble contacts automatically.
  • Upload meeting notes from Nimble to specific SharePoint document libraries.
  • Sync updated contact information from Nimble to SharePoint lists.
  • Generate documents in SharePoint based on data from Nimble deals.
  • Archive old Nimble project files in SharePoint after project completion.

How can Latenode help me handle complex Nimble and SharePoint workflows?

Latenode's no-code editor, combined with JavaScript support, allows you to build intricate automations that go beyond simple data transfers between Nimble and SharePoint.

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

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

  • Initial setup requires appropriate permissions in both Nimble and SharePoint.
  • Large-scale data migrations might require optimization for performance.
  • Custom field mappings in Nimble may need manual configuration in Latenode.

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