Connect Customer Fields to Microsoft Teams

Use 2 documented Customer Fields triggers to run 12 documented Microsoft Teams actions.

2 source triggers

12 target actions

Reverse direction supported

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Why Connect Customer Fields & Microsoft Teams?

Start with a Customer Fields event

Choose from 2 documented triggers, including Customer Created (Instant), Customer Updated (Instant).

Run a Microsoft Teams action

Send the event into one of 12 documented actions, such as Create Channel, Get Chat Message, Get Current User.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Customer Fields

Triggers (2)

Customer Created (Instant)

Trigger when a new customer is added to the database. See the documentation.

webhook

Customer Updated (Instant)

Trigger when a profile of a customer has been updated or changed. See the documentation.

webhook

Actions (4)

Create Customer

Create a new customer with detailed attributes using the provided data. See the documentation.

List Customer ID Options

Retrieves available options for the Customer ID field.

List Form ID Options

Retrieves available options for the Form ID field.

Update Customer

Update an existing customer's information with new provided data. See the documentation.

Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

polling

New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

polling

New Chat

Emit new event when a new chat is created. See the documentation

polling

New Chat Message

Emit new event when a new message is received in a chat. See the documentation

polling

New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

polling

New Team Member

Emit new event when a new member is added to a team. See the documentation

polling

Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

Integration Features

2 documented Customer Fields triggers

12 documented Microsoft Teams actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported Microsoft Teams to Customer Fields direction

Capability Examples

Customer Fields trigger → Microsoft Teams action

Catalog example

Customer Fields

Customer Created (Instant)

Microsoft Teams

Create Channel

Microsoft Teams trigger → Customer Fields action

Reverse direction

Microsoft Teams

New Channel

Customer Fields

Create Customer

How It Works

Connect Apps

Authenticate your Customer Fields and Microsoft Teams accounts

Choose a Trigger

Select a documented Customer Fields event

Choose an Action

Select the documented Microsoft Teams operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 2 documented Customer Fields triggers.

Automated Actions

Run one of 12 documented Microsoft Teams actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect Microsoft Teams to Customer Fields for bidirectional automation

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All Customer Fields Integrations

Explore all available Customer Fields connections

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All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

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Connect Customer Fields to Microsoft Teams

Why Connect Customer Fields & Microsoft Teams?

Start with a Customer Fields event

Run a Microsoft Teams action

Map and review the workflow

Available Triggers & Actions

Customer Fields

Triggers (2)

Actions (4)

Microsoft Teams

Triggers (6)

Actions (12)

Integration Features

Capability Examples

Customer Fields trigger → Microsoft Teams action

Microsoft Teams trigger → Customer Fields action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Customer Fields to Microsoft Teams direction supported?

Which Customer Fields triggers are available?

Which Microsoft Teams actions are available?

Can I also connect Microsoft Teams to Customer Fields?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Customer Fields Integrations

All Microsoft Teams Integrations

Popular Integrations

More Microsoft Teams Integrations

Ready to Connect Customer Fields & Microsoft Teams?