How to connect Microsoft SharePoint Online and RD Station
Create a New Scenario to Connect Microsoft SharePoint Online and RD Station
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 RD Station will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or RD Station, 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 RD Station Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select RD Station from the list of available apps, and choose the action you need from the list of nodes within RD Station.


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


Save and Activate the Scenario
After configuring Microsoft SharePoint Online, RD Station, 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 RD Station integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and RD Station (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 RD Station
SharePoint Online + RD Station + Microsoft Teams: When a new document is uploaded to SharePoint Online, trigger a conversion event in RD Station to notify the team, and then send a message in Microsoft Teams to alert the channel.
RD Station + SharePoint Online + Google Sheets: When a new lead is captured in RD Station, create a new row in Google Sheets, including a link to the lead's related files on SharePoint.
Microsoft SharePoint Online and RD Station 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 RD Station
Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.
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FAQ Microsoft SharePoint Online and RD Station
How can I connect my Microsoft SharePoint Online account to RD Station using Latenode?
To connect your Microsoft SharePoint Online account to RD Station 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 RD Station accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save new RD Station leads' data to SharePoint?
Yes, you can! Latenode's visual editor makes it simple. Automatically storing RD Station leads into SharePoint ensures data backup and facilitates collaborative document workflows.
What types of tasks can I perform by integrating Microsoft SharePoint Online with RD Station?
Integrating Microsoft SharePoint Online with RD Station allows you to perform various tasks, including:
- Create SharePoint documents from new RD Station form submissions.
- Update RD Station contacts with SharePoint file information.
- Trigger RD Station marketing actions based on SharePoint file updates.
- Archive RD Station lead data in SharePoint for compliance purposes.
- Send SharePoint file links to new RD Station leads automatically.
HowsecureisMicrosoftSharePointOnlineintegrationviaLatenode?
Latenode employs robust encryption and security protocols. Your Microsoft SharePoint Online credentials are safe and data transfer is secured.
Are there any limitations to the Microsoft SharePoint Online and RD Station integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from Microsoft SharePoint Online to RD Station can impact workflow speed.
- Custom SharePoint permission configurations may require advanced Latenode setup.
- Real-time data synchronization is not supported; updates occur periodically.