Qwilr and Microsoft SharePoint Online Integration

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Automatically archive finalized Qwilr proposals in Microsoft SharePoint Online for compliance and record-keeping. Latenode’s visual editor simplifies setup, while execution-based pricing offers cost-effective scaling for growing businesses.

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Qwilr

Microsoft SharePoint Online

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Qwilr and Microsoft SharePoint Online

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

Add the Qwilr Node

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

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Qwilr

Configure the Qwilr

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

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Sign In

Run node once

Add the Microsoft SharePoint Online Node

Next, click the plus (+) icon on the Qwilr 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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Qwilr

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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.

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Qwilr

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Run node once

Configure the Qwilr 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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Microsoft SharePoint Online Oauth 2.0

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Run node once

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

Qwilr + Microsoft SharePoint Online + Slack: When a Qwilr proposal is accepted, it is saved to a designated folder in SharePoint. Subsequently, a notification is sent to a specified Slack channel, informing the sales team about the accepted proposal.

Qwilr + Microsoft SharePoint Online + Pipedrive: When a Qwilr proposal is saved to SharePoint, a new deal is created in Pipedrive to track the sales opportunity associated with the proposal.

Qwilr and Microsoft SharePoint Online integration alternatives

About Qwilr

Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.

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 Qwilr and Microsoft SharePoint Online

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

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

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

Can I automatically archive signed Qwilr proposals in SharePoint?

Yes, you can! Latenode's flexible automation lets you trigger file uploads upon proposal acceptance, centralizing document management seamlessly. Never lose track of a signed agreement again.

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

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

  • Automatically backing up Qwilr proposals to a designated SharePoint folder.
  • Creating SharePoint list items from new or updated Qwilr data.
  • Triggering notifications in SharePoint when a Qwilr proposal is accepted.
  • Populating Qwilr templates with data stored in SharePoint lists.
  • Managing version control of Qwilr documents within SharePoint.

How secure is my Qwilr data when using Latenodeforautomation?

Latenode employs enterprise-grade security measures, including encryption and secure authentication, ensuring the confidentiality of your Qwilr data during all automation processes.

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

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

  • Complex data transformations may require custom JavaScript code.
  • Very large file transfers can be subject to SharePoint's API rate limits.
  • Real-time synchronization depends on the API availability of both apps.

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