How the Integration Works

The Microsoft Teams integration creates a two-way connection between your Teams environment and other tools:

• Inbound automation: Trigger notifications in Teams based on events in other systems (CRM updates, project milestones, support tickets)
• Outbound processing: Use data from Teams to update other systems or trigger workflows
• Custom workflow creation: Design complex processes combining Teams with multiple other tools

Setup requires simple authentication using your Microsoft credentials, then selecting from pre-built actions or creating custom API calls for specialized needs.