Connect Tableau to Microsoft Teams

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

2 source triggers

12 target actions

Reverse direction supported

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Why Connect Tableau & Microsoft Teams?

Start with a Tableau event

Choose from 2 documented triggers, including New Label Created (Instant), New Workbook Created (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

Tableau

Triggers (2)

New Label Created (Instant)

Emit new event when a label is created in Tableau. See the documentation

webhook

New Workbook Created (Instant)

Emit new event each time a new workbook is created in Tableau. See the documentation

webhook

Actions (5)

Create Project

Creates a project on the specified site. You can also create project hierarchies by creating a project under the specified parent project on the site. See the documentation

Download PDF

Downloads images of the sheets of a workbook as a PDF file. See the documentation

List Sites

Returns a list of the sites on the server that the caller of this method has access to. See the documentation

List Workbooks

Returns a list of the workbooks on the specified site. See the documentation

Query Projects

Returns a list of projects on the specified site. 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 Tableau triggers

12 documented Microsoft Teams actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported Microsoft Teams to Tableau direction

Capability Examples

Tableau trigger → Microsoft Teams action

Catalog example

Tableau

New Label Created (Instant)

Microsoft Teams

Create Channel

Microsoft Teams trigger → Tableau action

Reverse direction

Microsoft Teams

New Channel

Tableau

Create Project

How It Works

Connect Apps

Authenticate your Tableau and Microsoft Teams accounts

Choose a Trigger

Select a documented Tableau 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 Tableau 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 Tableau for bidirectional automation

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Connect Tableau to Microsoft Teams

Why Connect Tableau & Microsoft Teams?

Start with a Tableau event

Run a Microsoft Teams action

Map and review the workflow

Available Triggers & Actions

Tableau

Triggers (2)

Actions (5)

Microsoft Teams

Triggers (6)

Actions (12)

Integration Features

Capability Examples

Tableau trigger → Microsoft Teams action

Microsoft Teams trigger → Tableau action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Tableau to Microsoft Teams direction supported?

Which Tableau triggers are available?

Which Microsoft Teams actions are available?

Can I also connect Microsoft Teams to Tableau?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Tableau Integrations

All Microsoft Teams Integrations

Popular Integrations

More Microsoft Teams Integrations

Ready to Connect Tableau & Microsoft Teams?