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Automatically archive completed Process Street checklists to Microsoft SharePoint Online. Latenode's visual editor makes it easy, and with affordable pricing, you can scale document workflows without breaking the bank.
Connect Process Street and Microsoft SharePoint Online in minutes with Latenode.
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Create a New Scenario to Connect Process Street and Microsoft SharePoint Online
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Process Street, triggered by another scenario, or executed manually (for testing purposes). In most cases, Process Street or Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find Process Street or Microsoft SharePoint Online, and select the appropriate trigger to start the scenario.
Add the Process Street Node
Select the Process Street node from the app selection panel on the right.
Process Street
Configure the Process Street
Click on the Process Street node to configure it. You can modify the Process Street URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Microsoft SharePoint Online Node
Next, click the plus (+) icon on the Process Street 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.
Process Street
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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 Process Street 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 Process Street 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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Process Street
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Process Street, Microsoft SharePoint Online, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Process Street and Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between Process Street and Microsoft SharePoint Online (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Process Street + Microsoft SharePoint Online + Slack: When a workflow run is completed in Process Street, the automation updates a SharePoint list and sends a notification to a Slack channel.
Microsoft SharePoint Online + Process Street + Microsoft Teams: When a new file is added to SharePoint, a Process Street workflow is initiated, and a notification is sent to a Microsoft Teams channel.
About Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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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 Process Street account to Microsoft SharePoint Online using Latenode?
To connect your Process Street account to Microsoft SharePoint Online on Latenode, follow these steps:
Can I automatically archive completed Process Street checklists to SharePoint?
Yes, you can! Latenode lets you automate archiving checklists. This ensures compliance and efficient document management within SharePoint using a no-code visual builder.
What types of tasks can I perform by integrating Process Street with Microsoft SharePoint Online?
Integrating Process Street with Microsoft SharePoint Online allows you to perform various tasks, including:
How easily can I customize integrations with JavaScript in Latenode?
Latenode allows you to seamlessly integrate JavaScript code for advanced data transformations and custom logic within your Process Street and Microsoft SharePoint Online workflows.
Are there any limitations to the Process Street and Microsoft SharePoint Online integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: