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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.
Connect Nimble and Microsoft SharePoint Online in minutes with Latenode.
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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.
Nimble
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.
Nimble
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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 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.
Set Up the Nimble and Microsoft SharePoint Online Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Microsoft SharePoint Online
Trigger on Webhook
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Nimble
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Iterator
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Webhook response
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.
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.
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.
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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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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:
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:
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: