How to get started with Microsoft Teams on Zapier

Microsoft Teams and Zapier connect to automate team communication. You can trigger actions when new messages are posted and send messages to channels or chats.

Prerequisites

To use the Microsoft Teams app on Zapier, you must have:

A Business or Enterprise Microsoft 365 paid plan (Microsoft Teams Essentials, Microsoft 365 Business Basic, Microsoft 365 Business Standard, or any Enterprise plan).
One of the following administrator roles in your Microsoft 365 organization:
- Global Administrator
- Security Administrator
- Security Reader
- Privileged Role Administrator.
Installation of the Zapier app within Microsoft Teams.

Install Zapier app

To install the Zapier app on Microsoft teams:

Open up Microsoft Teams and check the Teams tab.
Find the team you'd like to use and press the three dots next to its name.
Select Manage team.
Click Apps > More apps to reach Microsoft's app store.
In the search box, enter "Zapier".
Click the dropdown arrow next to Open, then Add to a team.
From there, [Team Name] > General should be populated by default, but if not, locate it and then click Set up a bot.
Go back to Zapier and refresh the Team dropdown menu in the Zap.

Connect Microsoft Teams to Zapier

To create an app connection to Microsoft Teams on Zapier:

Go to the Apps page.
Click + Add connection.
A new dialog box will appear. Search for and select Microsoft Teams.
Click Add connection.
A new browser tab or window will open.
Log into Microsoft Teams to authenticate.
Grant Zapier permission to access your account if prompted to.

Your Microsoft Teams account is now successfully connected to Zapier.

About Microsoft Teams's app

Triggers, searches, and actions

Triggers

New Channel (Polling) - Triggers when a new channel is created within a team.
New Chat Message (Polling) - Triggers when a new message is received in a chat.
New Team Member (Polling) - Triggers when a new member is added to a team. Requires installation of the Zapier app.
New Reply to Message (Polling) - Triggers when a new reply is added to a message in a channel. Requires installation of the Zapier app.
New Channel Mention (Polling) - Triggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app.
New Chat (Polling) - Triggers when a new chat is created.
New Channel Message (Polling) - Triggers when a new message is posted in a channel. Requires installation of the Zapier app.

Searches

Get Channel by ID - Finds a channel by its ID within a specified team and returns the channel details.
Get Chat by ID - Finds a chat by its ID and returns the chat details including the member list.
Find Team Member - Finds a team member by name or email.
Get Channel Message - Finds a channel message by its ID within a specified team and channel and returns the message details including any attachments.
Get Chat Message - Finds a chat message by its ID within a specified chat and returns the message details including any attachments.
Find Public Channels - Finds public channels by name within a team.

Actions

Create One-on-One Chat - Creates a new one-on-one chat between you and a team member.
Edit Chat Message - Edit an existing message in a chat.
Reply to Channel Message - Creates a reply to a channel message.
Send Channel Message - Sends a message to an existing channel.
Send Message with Card - Sends a message with an adaptive card to a Teams chat or channel. Cards can include rich content, buttons, and interactive elements.
Create Channel - Creates a new channel within a team. Requires installation of the Zapier app.
Create Chat and Send Message - Creates a new chat (one-on-one or group) and sends an initial message.
Create Private Channel - Creates a new private channel within a team. Requires installation of the Zapier app.
Send Bot Message - Sends a message to a public channel from the Zapier bot. Requires installation of the Zapier app.
Send Chat Message - Sends a message to an existing chat.
API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Formatting messages

To mention a user, team or channel in your messages:

User: Use <a> followed by their name, email, or ID.
- Examples: <a>Jane Doe</a>, <a>jane.doe@example.com</a>, <a>jane-doe-user-id</a>
Teams: Use <a> followed by the team name.
- Example: <a>Marketing Team</a>
Channels: Use <a> followed by the channel name. <ul"> </ul">
- Example: <a>general</a>

Limitations

Microsoft Teams Free accounts are not supported.
Bots cannot send private messages or be added to private channels.
Microsoft Graph API rate limits apply, including throttling limits that vary based on tenant size and request type. Teams messaging has specific rate limits: for POST requests for 1:1 messages, the limit is only 2 requests per second per tenant.

Templates

View all of Microsoft Teams's templates.