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

Add the Microsoft SharePoint Online Node
Select the Microsoft SharePoint Online node from the app selection panel on the right.


Microsoft SharePoint Online

Configure the Microsoft SharePoint Online
Click on the Microsoft SharePoint Online node to configure it. You can modify the Microsoft SharePoint Online URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Klaviyo Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select Klaviyo from the list of available apps, and choose the action you need from the list of nodes within Klaviyo.


Microsoft SharePoint Online
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Klaviyo


Authenticate Klaviyo
Now, click the Klaviyo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Klaviyo settings. Authentication allows you to use Klaviyo through Latenode.
Configure the Microsoft SharePoint Online and Klaviyo 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 Microsoft SharePoint Online and Klaviyo 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.

JavaScript
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AI Anthropic Claude 3
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Klaviyo
Trigger on Webhook
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Microsoft SharePoint Online
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Iterator
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Webhook response


Save and Activate the Scenario
After configuring Microsoft SharePoint Online, Klaviyo, 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 Microsoft SharePoint Online and Klaviyo integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Klaviyo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Microsoft SharePoint Online and Klaviyo
Klaviyo + SharePoint Online + Microsoft Teams: When a new campaign is created in Klaviyo, its details are added to a SharePoint list. A message is then sent to a Microsoft Teams channel to notify the team about the new campaign.
Klaviyo + SharePoint Online + Slack: When a new profile is added to a list in Klaviyo, the profile's details are added to a SharePoint list. A message is then sent to a Slack channel to announce the new subscriber.
Microsoft SharePoint Online and Klaviyo integration alternatives

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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About Klaviyo
Use Klaviyo in Latenode to automate email marketing based on real-time triggers. Sync customer data, personalize campaigns, and track results within automated workflows. Connect Klaviyo to other apps like CRMs or payment gateways. Run automations without per-step cost limits, scale email personalization, and use AI to improve campaign targeting.
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See how Latenode works
FAQ Microsoft SharePoint Online and Klaviyo
How can I connect my Microsoft SharePoint Online account to Klaviyo using Latenode?
To connect your Microsoft SharePoint Online account to Klaviyo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft SharePoint Online and click on "Connect".
- Authenticate your Microsoft SharePoint Online and Klaviyo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Klaviyo profiles from SharePoint document metadata?
Yes, with Latenode! Automatically update Klaviyo profiles using document metadata from Microsoft SharePoint Online. This keeps your customer data current, enabling hyper-personalized campaigns.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Klaviyo?
Integrating Microsoft SharePoint Online with Klaviyo allows you to perform various tasks, including:
- Add new subscribers to Klaviyo when files are added to SharePoint.
- Trigger email campaigns based on document updates in SharePoint.
- Update Klaviyo profile properties from SharePoint document data.
- Segment Klaviyo contacts based on their interaction with SharePoint files.
- Send personalized emails via Klaviyo when a SharePoint document is approved.
How secure is the Microsoft SharePoint Online integration on Latenode?
Latenode uses secure authentication protocols and encryption to protect your data when connecting Microsoft SharePoint Online with Klaviyo, ensuring a safe and compliant workflow.
Are there any limitations to the Microsoft SharePoint Online and Klaviyo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from Microsoft SharePoint Online may impact workflow speed.
- Real-time synchronization depends on the Microsoft SharePoint Online API rate limits.
- Complex document parsing might require custom JavaScript for optimal data extraction.