Microsoft SharePoint Online and Sendgrid Integration

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Automate document-driven communication: trigger personalized emails via Sendgrid when files are updated in Microsoft SharePoint Online. Latenode's visual editor and affordable pay-by-execution pricing make building this scalable workflow easy.

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Microsoft SharePoint Online

Sendgrid

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Sendgrid

Create a New Scenario to Connect Microsoft SharePoint Online and Sendgrid

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 Sendgrid will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Sendgrid, 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.

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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.

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Connect Microsoft SharePoint Online

Sign In

Run node once

Add the Sendgrid Node

Next, click the plus (+) icon on the Microsoft SharePoint Online node, select Sendgrid from the list of available apps, and choose the action you need from the list of nodes within Sendgrid.

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Authenticate Sendgrid

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

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Configure the Microsoft SharePoint Online and Sendgrid 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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The action ID

Run node once

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

SharePoint Online + Sendgrid + Microsoft Teams: When a new document is uploaded to SharePoint, a confirmation email is sent via Sendgrid, and a notification is posted to a specified Microsoft Teams channel.

Sendgrid + SharePoint Online + Slack: When a new email is received in Sendgrid, any attachments are saved to a specified SharePoint Online folder. A summary of the email (sender, subject) is then posted to a Slack channel.

Microsoft SharePoint Online and Sendgrid 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.

About Sendgrid

Use Sendgrid in Latenode to automate email sending within larger workflows. Trigger emails based on events in other apps, personalize content with data transformations, and track results. Latenode simplifies complex email automations without code and scales affordably, letting you focus on strategy, not limits.

See how Latenode works

FAQ Microsoft SharePoint Online and Sendgrid

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

To connect your Microsoft SharePoint Online account to Sendgrid 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 Sendgrid accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically send emails upon file upload?

Yes, you can! Latenode allows triggering Sendgrid emails when new files are added to Microsoft SharePoint Online. Automate notifications without code, and extend functionality with JavaScript steps.

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

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

  • Send email notifications for new document versions.
  • Create email campaigns from Microsoft SharePoint Online lists.
  • Trigger emails when a file reaches a review stage.
  • Automatically update email lists from Microsoft SharePoint Online.
  • Send personalized welcome emails to new SharePoint users.

What SharePoint Online actions trigger flows on Latenode?

Latenode can trigger flows on file creation, modification, deletion, and metadata changes. Build sophisticated automations visually.

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

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

  • Complex Microsoft SharePoint Online permissions may require custom API calls.
  • Rate limits on Sendgrid's API can affect high-volume email sending.
  • File size limits apply when sending Microsoft SharePoint Online files as attachments.

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