LIVE WEBINAR · 18 NOV: Make your SAP Business One ready for Black Friday — live demo 18 November. Save my seat
Microsoft Teams and Salesforce Integration
Connect Microsoft Teams with Salesforce using appse ai to automate workflows, sync data, and eliminate manual tasks between both platforms.
4.8
160+
Integrations
135+
Clients
100%
Custom Integration
Microsoft Teams and Salesforce Workflow
Explore triggers and actions available for both apps. Switch between apps to see what each one can do.
Showing triggers & actions for Microsoft Teams
| Modules | Action |
|---|---|
| Get Meeting Transcripts | Retrieves a list of transcripts for a specific Microsoft Teams online meeting. |
| Send message to a one-on-one chat for a specific recipient | Sends a message to a specific one-on-one chat in Microsoft Teams. If a one-on-one chat does not exist, this action can create it from the selected sender (me) and recipient user. |
| Send message to a team channel | This action sends a message to a specific channel in a Microsoft Team. |
| Get sender userid which user was authorized the credential | This action retrieves the current Microsoft Teams user and returns the user ID. |
| Send message to a one-on-one chat (dynamic recipients) | Sends a message to a specific one-on-one chat in Microsoft Teams using dynamic recipient inputs. |
| Get Online Meeting by Join Meeting ID | Retrieves a Microsoft Teams online meeting filtered by its join meeting ID. |
| Send Adaptive Card Message | Sends one or more Adaptive Card attachments to a one-on-one chat in Microsoft Teams. Sender ID and chat ID are resolved automatically from the authorized credential. |
| Send message to a chat group | This action sends a message to a specific chat (group or one-on-one) in Microsoft Teams. |
| Create one-on-one chat ID | This action creates a one-on-one chat and returns the chat ID. |
| Send Message to a User | Sends a plain text message to a one-on-one chat in Microsoft Teams. Sender ID and chat ID are resolved automatically from the authorized credential. |
| Get recipient user ID by email | This action retrieves a Microsoft Teams user by email and returns the user ID. |
Microsoft Teams and Salesforce Templates
Automate Microsoft Teams and Salesforce with appse ai
Automate smarter with an AI-native platform designed for the way mid-market businesses really work.
SOC 2
SAP Certified Partner
ISO/IEC 27001
GDPR