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Connect Microsoft Teams to Close

Use 6 documented Microsoft Teams triggers to run 6 documented Close actions.

6 source triggers
6 target actions
Reverse direction supported
Start Free TrialBrowse Microsoft Teams integrations

Why Connect Microsoft Teams & Close?

Start with a Microsoft Teams event

Choose from 6 documented triggers, including New Channel, New Channel Message, New Chat.

Run a Close action

Send the event into one of 6 documented actions, such as Create Lead, Custom Action, List Lead ID Options.

Map and review the workflow

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

Available Triggers & Actions

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Microsoft Teams

Triggers (6)

New Channel

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

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New Channel Message

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

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New Chat

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

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New Chat Message

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

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New Team

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

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New Team Member

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

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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

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Close

Triggers (4)

New Custom Event

Emit new event when the configured types of events are triggered. See all possibilities

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New Lead

Emit new event when a new Lead is created

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New Lead Status Change

Emit new event when a Lead's status is changed

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New Opportunity

Emit new event when a new Opportunity is created

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Actions (6)

Create Lead

Creates a lead. See the documentation

Custom Action

Makes an arbitrary call to the Close API. See the documentation for all options.

List Lead ID Options

Retrieves available options for the Lead ID field.

List Status ID Options

Retrieves available options for the Status ID field.

Search Leads

Search leads with a given field and word. See the documentation

Update Lead

Updates a lead. See the documentation

Integration Features

6 documented Microsoft Teams triggers
6 documented Close actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Close to Microsoft Teams direction

Capability Examples

Microsoft Teams trigger → Close action

Catalog example
Microsoft TeamsMicrosoft Teams

New Channel

CloseClose

Create Lead

Close trigger → Microsoft Teams action

Reverse direction
CloseClose

New Custom Event

Microsoft TeamsMicrosoft Teams

Create Channel

How It Works

1

Connect Apps

Authenticate your Microsoft Teams and Close accounts

2

Choose a Trigger

Select a documented Microsoft Teams event

3

Choose an Action

Select the documented Close 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 6 documented Microsoft Teams triggers.

Automated Actions

Run one of 6 documented Close 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.

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Reverse Integration Available

Also connect Close to Microsoft Teams for bidirectional automation

View Integration
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All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

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All Close Integrations

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