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Connect Nutshell to Microsoft Teams

Use 3 documented Nutshell triggers to run 12 documented Microsoft Teams actions.

3 source triggers
12 target actions
Reverse direction supported

Why Connect Nutshell & Microsoft Teams?

Start with a Nutshell event

Choose from 3 documented triggers, including New Lead, New Lead Won, New Person Profile Created.

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

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Nutshell

Triggers (3)

New Lead

Emit new event when a new lead is created.

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New Lead Won

Emit new event when a lead is won.

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New Person Profile Created

Emit new event when a new person profile is created.

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Actions (20)

Create Company

Creates a new company within Nutshell. See the documentation

Create Contact

Creates a new contact. See the documentation

Create Lead

Initiates a new lead within Nutshell. See the documentation

Get Company

Get an account (company) by ID. See the documentation

Get Contact

Get a contact by ID. See the documentation

Get Lead

Get a lead by ID. See the documentation

List Account Type Id Options

Retrieves available options for the Account Type Id field.

List Audience Id Options

Retrieves available options for the Audience Id field.

List Company ID Options

Retrieves available options for the Company ID field.

List Contact Id Options

Retrieves available options for the Contact Id field.

List Industry Id Options

Retrieves available options for the Industry Id field.

List Lead ID Options

Retrieves available options for the Lead ID field.

List Market Id Options

Retrieves available options for the Market Id field.

List Territory Id Options

Retrieves available options for the Territory Id field.

Search Companies

Search companies (accounts) by string. Returns raw API results (array of account stubs). See the documentation

Search Contacts

Search contacts by string. Returns an array of contacts with id, displayName, primaryEmail, and primaryPhone. See the documentation

Search Leads

Search leads by string. Returns formatted results: id, description, status, completion, value, primaryCompanyName, primaryContactName, isOverdue, lastContactDate, dueTime. See the documentation

Update Company

Update an existing company (account). Only provided fields are updated. Custom fields from your Nutshell pipeline can be set below or passed via the Custom Fields (Object) prop. See the documentation

Update Contact

Update an existing contact. Only provided fields are updated. Custom fields from your Nutshell pipeline can be set below or passed via the Custom Fields (Object) prop. See the documentation

Update Lead

Update an existing lead. Only provided fields are updated. Custom fields from your Nutshell pipeline can be set below. See the documentation

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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

Integration Features

3 documented Nutshell triggers
12 documented Microsoft Teams actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Microsoft Teams to Nutshell direction

Capability Examples

Nutshell trigger → Microsoft Teams action

Catalog example
NutshellNutshell

New Lead

Microsoft TeamsMicrosoft Teams

Create Channel

Microsoft Teams trigger → Nutshell action

Reverse direction
Microsoft TeamsMicrosoft Teams

New Channel

NutshellNutshell

Create Company

How It Works

1

Connect Apps

Authenticate your Nutshell and Microsoft Teams accounts

2

Choose a Trigger

Select a documented Nutshell event

3

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 3 documented Nutshell 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.

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Reverse Integration Available

Also connect Microsoft Teams to Nutshell for bidirectional automation

View Integration
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All Nutshell Integrations

Explore all available Nutshell connections

View All Integrations
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All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

View All Integrations

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