How to Integrate Microsoft Teams With Jotform

January 1, 2024

Have you ever wondered how to integrate apps that don’t have integrations with each other? You can integrate with third-party apps like Zapier, so you never have to sacrifice using your favorite apps for automation. Let’s check out how to integrate Microsoft Teams with Jotform so you can automatically turn your form results into actionable tasks/communications with your teammates.

  1. In the Form Builder, go to the Settings tab.
  2. Select Integrations from the left panel.
  3. Search for and click Microsoft Teams.
Microsoft Teams by Zapier in Jotform Integration
  1. Select the Zapier template you’d like to use. In this example, we will use Zapier to send a new message in Microsoft Teams whenever someone submits a form.
Microsoft Teams templates in Zapier through Jotform Integrations

Note: You may be asked to log in to your Zapier account if you haven’t done it yet.

  1. Select your Jotform account from the Account section of the Zap, as shown below, and click the Continue button.
Select Jotform account panel with account selector in Zap configuration through Jotform Integration for Microsoft Teams

If you haven’t connected yet, log in and ensure that you set the following:

Authentication screen in Zapier when connecting Jotform account through the Microsoft Teams integration
  1. The current form is automatically selected from the Trigger section, so all you need to do is click the Continue button.
Select Trigger panel with form selection in Zap configuration through Jotform Integration for Microsoft Teams
  1. You can’t continue without testing the integration, so click the Test Trigger button. It will display your existing submissions or test data if it’s a new form.
Test Trigger button in Zap configuration through Jotform Integration for Microsoft Teams
  1. Click the Continue with the selected record button. This will take you to the second part of the integration.
Test Submission section in Zap configuration through Jotform Integration for Microsoft Teams
  1. In this part, select your Microsoft Team account from the list or sign in first if you haven’t connected an account yet. Click the Continue button after selecting/signing in to the account.
Select Microsoft Teams account panel in Zap configuration through Jotform Integration for Microsoft Teams
  1. Since you’ve selected to send new submissions as a chat message, you must select the Chat room and select the Message Text, which will be the data from your form. See the image below as an example. Click Continue after setting these up.
Setup action section in Jotform integrations for Microsoft Teams
  1. Test your trigger. If it goes well, Publish the Zap, and your setup is finished.
Test action section in Jotform integrations for Microsoft Teams

Note

The flow above may be different, particularly with the second part of the Zap, which is connecting and setting up Microsoft Teams. For example, if you’ve selected to Send New Jotform Submissions as a Channel Message to Microsoft Teams, the integration will require installing the Zapier app to your Microsoft Teams account.

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Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Support Forum: https://www.jotform.com/answers/

Contact Jotform Support: https://www.jotform.com/contact/

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