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Connect RiskAdvisor to Microsoft Teams

Use 2 documented RiskAdvisor triggers to run 12 documented Microsoft Teams actions.

2 source triggers
12 target actions
Reverse direction supported
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Why Connect RiskAdvisor & Microsoft Teams?

Start with a RiskAdvisor event

Choose from 2 documented triggers, including Client Updated, New Client 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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RiskAdvisor

Triggers (2)

Client Updated

Emit new event each time a client is updated in RiskAdvisor. See the documentation

polling
New Client Created

Emit new event each time a new client is created in RiskAdvisor. See the documentation

polling

Actions (3)

Create Client

Create a new client in RiskAdvisor. See the documentation

Create Risk Profile

Creates a risk profile in RiskAdvisor. See the documentation

Update Client

Updates an existing in RiskAdvisor. 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

polling
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

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

Capability Examples

RiskAdvisor trigger → Microsoft Teams action

Catalog example
RiskAdvisorRiskAdvisor

Client Updated

Microsoft TeamsMicrosoft Teams

Create Channel

Microsoft Teams trigger → RiskAdvisor action

Reverse direction
Microsoft TeamsMicrosoft Teams

New Channel

RiskAdvisorRiskAdvisor

Create Client

How It Works

1

Connect Apps

Authenticate your RiskAdvisor and Microsoft Teams accounts

2

Choose a Trigger

Select a documented RiskAdvisor 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 2 documented RiskAdvisor 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 RiskAdvisor for bidirectional automation

View Integration
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