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Automate document management by linking Scoro projects to Microsoft SharePoint Online folders. Latenode’s visual editor makes it easy to set up triggers and actions, scale the automation, and customize logic with JavaScript if needed.
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Create a New Scenario to Connect Scoro 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 Scoro, triggered by another scenario, or executed manually (for testing purposes). In most cases, Scoro or Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find Scoro or Microsoft SharePoint Online, and select the appropriate trigger to start the scenario.
Add the Scoro Node
Select the Scoro node from the app selection panel on the right.
Scoro
Add the Microsoft SharePoint Online Node
Next, click the plus (+) icon on the Scoro 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 Scoro 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 Scoro 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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Scoro
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Scoro, 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 Scoro and Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between Scoro and Microsoft SharePoint Online (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Scoro + Microsoft Teams: When a project is updated in Scoro, a message is sent to a designated Teams channel to notify the team of the changes.
Microsoft SharePoint Online + Scoro + Microsoft Outlook: When a contract is uploaded to SharePoint, a task is created in Scoro, and a reminder email is sent via Outlook to review the contract.
About Scoro
Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.
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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 Scoro account to Microsoft SharePoint Online using Latenode?
To connect your Scoro account to Microsoft SharePoint Online on Latenode, follow these steps:
Can I automatically archive completed Scoro projects to SharePoint?
Yes, you can! Latenode's visual editor simplifies automating this. Archive project files and data, ensuring organized document management and freeing up Scoro resources.
What types of tasks can I perform by integrating Scoro with Microsoft SharePoint Online?
Integrating Scoro with Microsoft SharePoint Online allows you to perform various tasks, including:
How can I trigger workflows in Latenode from Scoro events?
Use Scoro webhooks to trigger Latenode workflows. Process new tasks or update documents automatically, extending Scoro's functionality.
Are there any limitations to the Scoro and Microsoft SharePoint Online integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: