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


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WhatConverts


Authenticate WhatConverts
Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.
Configure the Microsoft SharePoint Online and WhatConverts 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 WhatConverts 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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AI Anthropic Claude 3
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WhatConverts
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, WhatConverts, 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 WhatConverts integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and WhatConverts (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 WhatConverts
WhatConverts + SharePoint Online + Microsoft Teams: When a new lead is registered in WhatConverts, the flow identifies the related SharePoint document (assuming a link or identifier is passed with the lead data). A notification is then sent to a Microsoft Teams channel, informing the team about the new lead and referencing the associated SharePoint document.
WhatConverts + SharePoint Online + Salesforce: When a new lead comes into WhatConverts, the workflow checks SharePoint for associated data. If the lead qualifies based on that data, a Salesforce task is created to ensure follow-up.
Microsoft SharePoint Online and WhatConverts 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 WhatConverts
Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.
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FAQ Microsoft SharePoint Online and WhatConverts
How can I connect my Microsoft SharePoint Online account to WhatConverts using Latenode?
To connect your Microsoft SharePoint Online account to WhatConverts 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 WhatConverts accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track leads from documents in SharePoint using WhatConverts?
Yes, you can! Latenode allows seamless data transfer between SharePoint and WhatConverts, giving full lead source attribution. Analyze document engagement and marketing ROI easily.
What types of tasks can I perform by integrating Microsoft SharePoint Online with WhatConverts?
Integrating Microsoft SharePoint Online with WhatConverts allows you to perform various tasks, including:
- Automatically logging new document uploads as potential leads.
- Triggering WhatConverts events based on document views/downloads.
- Updating SharePoint document metadata with lead conversion data.
- Creating custom reports to track document-driven lead generation.
- Sending notifications on lead conversions linked to specific files.
Can I use custom JavaScript code with the SharePoint integration?
Yes! Latenode supports custom JavaScript code, allowing advanced data manipulation within your SharePoint and WhatConverts automations.
Are there any limitations to the Microsoft SharePoint Online and WhatConverts integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on API availability.
- Complex file parsing might require custom JavaScript code.
- Initial setup requires admin privileges for both platforms.