Microsoft Teams
Microsoft Teams integration in Lleverage enables you to automate team communication and collaboration workflows directly within your Teams workspace. Send messages, manage channels, track shifts, and streamline team coordination seamlessly.
Key Features
Chat messaging - Send direct messages to individual users or groups
Channel communication - Post messages to specific team channels
Channel management - Create new channels and list existing ones
Shift tracking - Retrieve shift schedules and staffing information
Team coordination - Automate routine communication tasks
Secure connection - OAuth integration through Pipedream for secure access
How to Add Microsoft Teams Integration
Open the Add Action menu using one of three methods:
Click the "Add Action" button in the top left corner
Click on a connection circle on an existing action card
Click and drag from one action to create a connection
Navigate to Microsoft Teams integration:
Select "External Apps" from the categories
Search for "Microsoft Teams" in the provider list, or
Scroll down to find Microsoft Teams in the alphabetical list
Click on Microsoft Teams to view available actions
Select your desired Teams action from the available options
How to Connect Your Microsoft Teams Account
Initial Setup
Click "Connect Microsoft Teams Account" in any Teams action
You'll be redirected through OAuth via Pipedream for secure authentication
Sign in with your Microsoft account credentials
Grant necessary permissions for Teams access
Your connected account will be available across all Teams actions
💡 Security: All connections use secure OAuth authentication through Microsoft's official channels.
How to Configure Microsoft Teams Actions
How to Send Messages
Send Chat Message
Connect your Microsoft Teams account
Select the Chat from the dropdown (available chats will populate)
Enter your Message content
Configure optional properties:
Content Type: Choose between plain text or HTML formatting
💡 Use case: Send automated notifications to specific team members, share workflow results with individuals, or provide personalized updates through direct messaging.
Send Channel Message
Connect your Microsoft Teams account
Select the Team from dropdown or input manually
Choose the target Channel within that team
Enter your Message content
Configure optional properties:
Content Type: Select plain text or HTML for rich formatting
💡 Use case: Post automated updates to project channels, share reports with entire teams, or broadcast important announcements based on workflow triggers.
How to Manage Channels
List Channels
Connect your Microsoft Teams account
Select the Team whose channels you want to list
The action will retrieve all channels within the specified team
💡 Use case: Audit team structure, provide channel options for dynamic message routing, or synchronize channel information with other systems.
Create Channel
Connect your Microsoft Teams account
Select the Team where you want to create the new channel
Enter a Display Name for the new channel
Provide a Description explaining the channel's purpose
💡 Use case: Automatically create project-specific channels, set up temporary channels for events, or establish new communication spaces based on workflow conditions.
How to Track Staffing
List Shifts
Connect your Microsoft Teams account
Select the Team whose shift schedule you want to retrieve
The action will return all shift instances for the specified team
💡 Use case: Monitor staffing levels, integrate shift data with scheduling workflows, or provide shift information for resource planning and management decisions.
Action Configuration Details
Understanding Input Types
Dropdown Selections
When data is available in your Teams account, relevant options appear in dropdowns
Teams, channels, and chats populate automatically based on your permissions
You can select from available options or input values manually
Manual Input
All fields support manual text entry when dropdown options aren't available
Use workflow variables to dynamically populate any field
Combine static text with dynamic variables for flexible messaging
Content Formatting
Plain Text: Simple text messages without formatting
HTML: Rich text formatting with styling, links, and structure
⚠️ Permissions: Ensure your Teams account has appropriate permissions for the teams and channels you want to access through workflows.
Important Considerations
All input fields support dropdown selections, manual entry, and workflow variables
Team and channel dropdowns populate based on your Teams account permissions
Content type determines whether messages support rich formatting or plain text
Shift tracking requires appropriate permissions in Teams scheduling features
Channel creation requires team management permissions
💡 Tip: Test your Teams actions with appropriate permissions before deploying workflows to ensure smooth operation.
How Microsoft Teams Actions Work in Your Workflow
Add the appropriate Teams action based on your communication or management needs
Connect your Microsoft Teams account securely through OAuth
Configure required fields (team, channel, message content, etc.)
Set optional properties like content type for enhanced functionality
Connect the action to other workflow steps as needed
When the workflow runs, the Teams action will execute the specified operation
Results become available as variables for subsequent workflow actions
Common Workflow Patterns
Automated Project Updates
Use "Send Channel Message" to post progress reports to project channels
Combine with scheduling to send regular status updates
Include dynamic content from other workflow steps
Dynamic Team Communication
Create channels automatically for new projects or events
Send targeted messages based on workflow conditions
Integrate with external data to personalize communications
Shift and Resource Management
Use "List Shifts" to retrieve current staffing information
Combine with other actions to make scheduling decisions
Automate notifications based on shift patterns
💡 Best Practice: Use Microsoft Teams actions to keep your organization connected and informed throughout your automated business processes - from project kickoffs to completion notifications and resource coordination.
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