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


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Authenticate Softr
Now, click the Softr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Softr settings. Authentication allows you to use Softr through Latenode.
Configure the Microsoft SharePoint Online and Softr 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 Softr 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, Softr, 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 Softr integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Softr (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 Softr
Microsoft SharePoint Online + Softr + Slack: When a new file is uploaded to a specific SharePoint folder, which is linked to a Softr portal, a notification is sent to a designated Slack channel.
Softr + Google Sheets + Microsoft SharePoint Online: When a user submits data through a Softr form, the data is added as a new row in a Google Sheet. Then, relevant documents are uploaded to a specified folder in SharePoint.
Microsoft SharePoint Online and Softr 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 Softr
Use Softr in Latenode to build custom web apps and client portals, then automate data flow between them and your backend. Update Softr content via Latenode workflows triggered by external events or scheduled tasks. Simplify app deployment and maintenance; connect it to other services for a seamless user experience.
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See how Latenode works
FAQ Microsoft SharePoint Online and Softr
How can I connect my Microsoft SharePoint Online account to Softr using Latenode?
To connect your Microsoft SharePoint Online account to Softr 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 Softr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Softr from SharePoint list changes?
Yes, you can! Latenode's real-time triggers ensure that when a SharePoint list item is updated, your Softr data reflects the change instantly, keeping your information consistent across platforms.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Softr?
Integrating Microsoft SharePoint Online with Softr allows you to perform various tasks, including:
- Create new Softr records from new SharePoint list items.
- Update Softr data when a SharePoint document is modified.
- Generate Softr reports from SharePoint list data automatically.
- Sync SharePoint document metadata with Softr database fields.
- Trigger approval workflows in Softr based on SharePoint actions.
How secure is connecting Microsoft SharePoint Online to Latenode?
Latenode uses secure OAuth authentication and encryption to protect your Microsoft SharePoint Online data during integration and workflow execution.
Are there any limitations to the Microsoft SharePoint Online and Softr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers may experience slower processing times.
- Complex SharePoint permissions can affect data accessibility.
- Real-time sync depends on the responsiveness of the SharePoint API.