Create MS Teams Channel Action

Blesson Sam
Blesson Sam
  • Updated

The Create MS Teams Channel action is useful for automating the creation of MS Teams channels. In order to use this action the user needs to be a member of the MS Teams instance.


MS Teams Configuration

Your MS Teams account will need to be configured before you can use the Create MS Teams Action. Follow these steps to connect MS Teams with Syncari.


Add Service Credentials for MS Teams

  1. Go to the Service Credentials screen in Syncari
  2. Click Add Credential
  3. Set the Name of the Service and Select "MS Teams" as the Type
  4. Click CreateScreenshot 2024-05-10 at 12.15.23 PM.png
  5. You will be redirected to the Microsoft Azure login screen and asked to give Syncari the required permissions. Click Allow to give Syncari permissions to create MS Teams channels. Screenshot 2024-04-29 at 1.12.49 PM.png

Create MS Teams Channel Configuration

Using the Create MS Teams Channel action will allow you to create an MS Teams channel according to your pipeline flow. This action can be used on the entity and field pipeline. 

Screenshot 2024-05-10 at 12.40.51 PM.png

  1. Enter a label for the node. This will be helpful with identifying the node when viewing your Pipeline.
  2. Enter a Description for the node. This is an optional field. 
  3. Select the MS Teams account you configured in Service Credentials.
  4.    Enter the Team ID. 
    1. How to fetch the Team ID
      1. Navigate to the team for which we require the id.
      2. Click on the (...) three dots present on the right side of the team name.
      3. Click on Get link to team.
      4. The value of Group ID in the link is the Team ID
  5. Enter the Channel name. Click the Insert Token option to specify a field or combination of fields that will be used to dynamically add information from the entity record into the MS Teams message. You can use a mix of text and tokens for this field. 
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