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Connect Microsoft Teams to Pipeline

Use 6 documented Microsoft Teams triggers to run 22 documented Pipeline actions.

6 source triggers
22 target actions
Reverse direction supported

Why Connect Microsoft Teams & Pipeline?

Start with a Microsoft Teams event

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

Run a Pipeline action

Send the event into one of 22 documented actions, such as Create Activity, Create Company, Create Deal.

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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Pipeline

Triggers (3)

New Company Created

Emit new event when a new company is created in your Pipeline account.

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New Deal Created

Emit new event when a new deal is created in your Pipeline account.

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New Person Created

Emit new event when a new person is created in your Pipeline account.

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Actions (22)

Create Activity

Creates a new activity associated with an existing person, company, or deal. See the docs here/paths/~1notes/post)

Create Company

Creates a new company in your Pipeline account. See the docs here

Create Deal

Creates a new deal in your Pipeline account. See the docs here

Create Event

Creates a new calendar event in your Pipeline account. See the docs here/paths/~1calendar_entries/post)

Create Person

Creates a new person in your Pipeline account. See the docs here

Create Task

Creates a new calendar task in your Pipeline account. See the docs here/paths/~1calendar_entries/post)

Find Company

Find an existing company in your Pipeline account. See the docs here

Find Deal

Find an existing deal in your Pipeline account. See the docs here

Find Person

Find an existing person in your Pipeline account. See the docs here

Find User

Find an existing user on your Pipeline account. See the docs here

List Company ID Options

Retrieves available options for the Company ID field.

List Deal ID Options

Retrieves available options for the Deal ID field.

List Deal Stage ID Options

Retrieves available options for the Deal Stage ID field.

List Deal Status ID Options

Retrieves available options for the Deal Status ID field.

List Event Category ID Options

Retrieves available options for the Event Category ID field.

List Note Category ID Options

Retrieves available options for the Note Category ID field.

List Person ID Options

Retrieves available options for the Person ID field.

List User ID Options

Retrieves available options for the User ID field.

Move Deal Stage

Moves a deal to another stage Pipeline account. See the docs here

Update Company

Updates a company in your Pipeline account. See the docs here

Update Deal

Updates a deal in your Pipeline account. See the docs here

Update Person

Updates a person in your Pipeline account. See the docs here

Integration Features

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

Capability Examples

Microsoft Teams trigger → Pipeline action

Catalog example
Microsoft TeamsMicrosoft Teams

New Channel

PipelinePipeline

Create Activity

Pipeline trigger → Microsoft Teams action

Reverse direction
PipelinePipeline

New Company Created

Microsoft TeamsMicrosoft Teams

Create Channel

How It Works

1

Connect Apps

Authenticate your Microsoft Teams and Pipeline accounts

2

Choose a Trigger

Select a documented Microsoft Teams event

3

Choose an Action

Select the documented Pipeline 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 22 documented Pipeline 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 Pipeline to Microsoft Teams for bidirectional automation

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All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

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All Pipeline Integrations

Explore all available Pipeline connections

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