Using the Microsoft Teams Integration in Your Workflow

This article explains how to connect the Microsoft Teams integration and how to include it as a step in your workflow for automated messaging and collaboration.

With Microsoft Teams connected, you can use it to:

• Send real-time notifications to a specific Team and Channel when key actions happen (like a form is submitted or a document is signed). Messages can include data present in the workflow at the time the message is sent.
• Notify team members directly within their existing Teams workspace to improve visibility and response time.
• Keep internal stakeholders aligned by sending contextual updates tied to workflow activity.

Whether you’re alerting a sales team to a new submission or notifying legal of a signed agreement, Microsoft Teams helps ensure important updates are delivered where your team already collaborates.

Section 1: Connect the Microsoft Teams Integration

Go to the Integrations Tab & Click New Connection

Navigate to the Integrations tab from the left-hand menu of your dashboard and click New Connection to view the list of available integrations.

Use the search bar or browse manually to find Microsoft Teams.

💡 Tip: Use the category filters to narrow your search by messaging or collaboration tools.

Name Your Connection

Give your Microsoft Teams integration a clear and recognizable name and description, then click Next.

Example:

“Teams – Sales Notifications”

“Teams – Contract Alerts”

Note: Naming your connection clearly helps teams quickly identify where and how the integration will be used.

Authenticate the Integration

You’ll be prompted to sign in with your Microsoft account and authorize access after clicking Connect.

• Select the appropriate Microsoft 365 account
• Approve the required permissions

Note: The account you authenticate with determines which Teams and Channels are available during step configuration.

Complete Setup

Once authenticated, click Finish. Your Microsoft Teams connection will now appear on the Integrations homepage with an Active status.

💡 Tip: You can edit the connection name or description later by clicking the ⋮ (three dots) and selecting Edit Details.

Section 2: Add Microsoft Teams as a Step in Your Workflow

Open Your Workflow

Open or create a workflow where you’d like to send Microsoft Teams messages. Click the plus (+) button to add a new step and select Microsoft Teams from the integration options.

Name and Configure the Step

Give the step a descriptive name.

💡 Tip: Use clear labels like “Notify Sales Team” or “Send Contract Alert.” If no name is added, a default name will be assigned.

Click to open the configuration panel.

Select Your Microsoft Teams Connection

Choose the Microsoft Teams integration you previously connected from the dropdown list.

Choose the Action Type

Select the supported action type:

• Send Message

Configure Message Settings

After selecting the action type, complete the following:

• Choose the Team
• Choose the Channel within that Team
• Write the Message Content

You can include both static text and dynamic data from earlier workflow steps.

To add dynamic data, drag and drop fields from the workflow panel on the left into the message body on the right. This allows you to personalize messages using form submissions, document data, or other workflow values.

For example:

• Include the submitter’s name
• Reference a document title
• Insert a contract amount or submission date

You can also format the message using line breaks or basic formatting to improve readability.

Save and Close

Click the X in the upper-right corner to close the configuration panel. Your Microsoft Teams step is now added to your workflow.

Summary

That’s it! You’ve successfully:

• Connected Microsoft Teams to your account
• Added Microsoft Teams as a messaging step in your workflow
• Configured dynamic messages to keep your team informed

Need help? Contact your admin or reach out to Support for troubleshooting assistance.