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.
- In the Form Builder, go to the Settings tab.
- Select Integrations from the left panel.
- Search for and click Microsoft Teams.
- 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.
Note: You may be asked to log in to your Zapier account if you haven’t done it yet.
- Select your Jotform account from the Account section of the Zap, as shown below, and click the Continue button.
If you haven’t connected yet, log in and ensure that you set the following:
- The current form is automatically selected from the Trigger section, so all you need to do is click the Continue button.
- 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.
- Click the Continue with the selected record button. This will take you to the second part of the integration.
- 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.
- 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.
- Test your trigger. If it goes well, Publish the Zap, and your setup is finished.
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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1 Comments:
347 days ago
I can`t find teams in our solutions?
Grethe