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


Microsoft SharePoint Online
⚙
Tavily

Authenticate Tavily
Now, click the Tavily node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tavily settings. Authentication allows you to use Tavily through Latenode.
Configure the Microsoft SharePoint Online and Tavily 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 Tavily 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
⚙
AI Anthropic Claude 3
⚙
Tavily
Trigger on Webhook
⚙

Microsoft SharePoint Online
⚙
⚙
Iterator
⚙
Webhook response

Save and Activate the Scenario
After configuring Microsoft SharePoint Online, Tavily, 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 Tavily integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Tavily (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 Tavily
Tavily + Microsoft SharePoint Online + Microsoft Teams: When Tavily finds new research results via web search, the results are uploaded as a file to a SharePoint library. A message is then sent to a Microsoft Teams channel notifying the team of the new research and providing a link to the file.
Tavily + Microsoft SharePoint Online + Slack: When Tavily extracts content from a webpage, the content is saved to a file in SharePoint. A summary notification is then sent to a Slack channel.
Microsoft SharePoint Online and Tavily 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.
Similar apps
Related categories
About Tavily
Use Tavily in Latenode to automate research workflows. Retrieve and analyze data from various sources for competitive intelligence or market research. Integrate Tavily’s search API into Latenode for automated content aggregation and report generation. Connect to AI models or databases, scaling your data processing without complex coding.
Related categories
See how Latenode works
FAQ Microsoft SharePoint Online and Tavily
How can I connect my Microsoft SharePoint Online account to Tavily using Latenode?
To connect your Microsoft SharePoint Online account to Tavily 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 Tavily accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive SharePoint documents based on Tavily search results?
Yes, you can! Latenode enables automated workflows, archiving documents based on specific criteria identified by Tavily searches, ensuring efficient document management with customizable logic.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Tavily?
Integrating Microsoft SharePoint Online with Tavily allows you to perform various tasks, including:
- Categorizing documents based on real-time search intelligence.
- Triggering approvals based on external research findings.
- Enriching document metadata using Tavily's search summaries.
- Generating document summaries for SharePoint records.
- Automating research and reporting workflows.
Can I trigger workflows in Latenode from a SharePoint file change?
Yes! Using Latenode's SharePoint trigger, a file change can initiate workflows, incorporating Tavily to enhance document processing and analysis.
Are there any limitations to the Microsoft SharePoint Online and Tavily integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from SharePoint may impact workflow speed.
- Tavily search result accuracy depends on the quality of the query.
- Rate limits apply to both Microsoft SharePoint Online and Tavily APIs.