Connect Attio and Microsoft Teams to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Attio and Microsoft Teams together. Build enterprise-grade automation in minutes.

Our most popular template

Update Microsoft Teams with new messages when records are updated in Attio
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Attio + Microsoft Teams
Send channel messages in Microsoft Teams when new records are created in Attio
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Attio + Microsoft Teams
Create Microsoft Teams messages for new tasks in Attio
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Attio + Microsoft Teams

Update Microsoft Teams with new messages when records are updated in Attio

Details

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Attio + Microsoft Teams

Send channel messages in Microsoft Teams when new records are created in Attio

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Attio + Microsoft Teams

Create Microsoft Teams messages for new tasks in Attio

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Attio + Microsoft Teams

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Attio with Microsoft Teams - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "List Entry Created" from Attio.

Add your action

An action happens after the trigger—such as "Create Channel" in Microsoft Teams.

You’re connected!

Zapier seamlessly connects Attio and Microsoft Teams, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- Object
  Required
Trigger
Instant
Try It
Task Created
Triggers when a task is created.
Trigger
Instant
Try It
- Object
  Required
Action
Write

- Object
  Required
- Parent record ID
  Required
- Note title
  Required
- Note content
  Required
- Note format
  Required
- Created at
Action
Write
- Storage provider
  Required
- Record type
  Required
- Record ID
  Required
- Folder ID
  Required
- Drive ID
Action
Write

- List
  Required
- Entry ID
  Required
Action
Write
- Object
  Required
- Record ID
  Required
Action
Write
- List
  Required
Action
Search
- Team
  Required
Trigger
Polling
Try It
- Chat
  Required
- Exclude messages by you?
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team Member
  Required
Action
Write
- Chat
  Required
- Message
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
- Message Text Format
- Reply Content
  Required
Action
Write
- Team
  Required
- Public Channel
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Chat
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Availability
  Required
- Duration (Minutes)
Action
Write
- Info
- Chat
  Required
- Message
  Required
- Message Text
- Card Type
  Required
- Disable Buttons
- Status Text
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
Action
Search
- Chat ID
  Required
- Message ID
  Required
Action
Search
- Team
  Required
- Channel Name
  Required
- Include Archived Channels
Action
Search

- List
  Required
Trigger
Instant
Try It
- Object
  Required
Trigger
Instant
Try It
- Object
  Required
Trigger
Instant
Try It
- List
  Required
Action
Write
- List
  Required
Action
Write
- Object
  Required
Action
Write
- Content
  Required
- Deadline
- Assignees
Action
Write
- List
  Required
- Entry ID
  Required
Action
Write
- Task ID
  Required
- Deadline
- Is Completed
- Assignees
Action
Write
- Object
  Required
Action
Search
- Team
  Required
- Channel
  Required
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel Name
  Required
- Description
- Favorite for All?
Action
Write
- Team Member(s)
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Team
  Required
- Channel Name
  Required
- Description
Action
Write
- Send To
  Required
- Approver
- Adaptive Card JSON
  Required
- Approve Button Label
- Decline Button Label
- Approval ID
Action
Write
- Team
  Required
- Channel
  Required
- Message Text
  Required
- Message Text Format
- Importance
Action
Write
- Send To
  Required
- Message Text (Optional)
- Card Type
  Required
- Add Message Context to Buttons
Action
Write
- Chat
  Required
- Message ID
  Required
Action
Write
- Info
- Display Name
- First Name
- Last Name
- Mobile Phone
- Business Phone
- About Me
- Birthday
Action
Write
- Team
  Required
- Channel ID
  Required
Action
Search
- Chat ID
  Required
Action
Search
- Search by
  Required
Action
Search

For AI agents & developers

Use Attio and Microsoft Teams with AI agents and code

Beyond Zap workflows. Call Attio and Microsoft Teams actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Attio and Microsoft Teams actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create or Update List Entry by Parent Record
Create Channel

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Attio and Microsoft Teams actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* attio / microsoft-teams action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Attio and Microsoft Teams

Sync Attio records with Teams messages

When a new person is added to a list in Attio, Zapier sends a notification with their details to a selected Teams channel. This automation helps business owners stay informed about key clients or stakeholders joining CRM lists, reducing communication delays and ensuring timely acknowledgment.

Business Owner

Try it

Track CRM updates in Teams

When a record gets updated in Attio, Zapier posts a channel message in Microsoft Teams summarizing the changes. This keeps IT leaders and team members in the loop about critical CRM updates, avoiding missed information and ensuring rapid response times to any IT-impacting changes.

Try it

Learn how to automate Microsoft Teams on the Zapier blog

Make work flow with AI

Level up your Attio to Microsoft Teams integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Attio + Microsoft Teams integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Attio and Microsoft Teams

How can I integrate Attio with Microsoft Teams?

To integrate Attio with Microsoft Teams, you can use our automation tool to set up specific triggers and actions. For instance, when a new contact is added in Attio, you can automatically create a message in Microsoft Teams to notify your team.

What triggers are available for Attio and Microsoft Teams integration?

Our integration supports several triggers such as when a new contact is created in Attio or when an existing contact is updated. These events can prompt actions like sending notifications or creating tasks in Microsoft Teams.

What actions can I perform in Microsoft Teams with the integration?

With the integration, you can automate actions such as posting messages to specific channels or creating new tasks when certain events occur in Attio, like updating a customer record.

Is it possible to update a record in Attio based on an event in Microsoft Teams?

Yes, you can configure the integration so that certain events in Microsoft Teams, for example receiving a message with specific keywords, trigger updates to records in Attio.

Can I customize the notifications sent from Attio to Microsoft Teams?

Absolutely, you can tailor notifications by setting conditions on what information gets sent and how it's presented when a trigger event happens in Attio.

Do I need any coding skills to set up the integration between Attio and Microsoft Teams?

No coding skills are required. Our user-friendly interface allows you to set up the integrations using simple drag-and-drop options for triggers and actions.

How do I troubleshoot issues with my Attio and Microsoft Teams integrations?

If you encounter issues, check that all authenticated connections are active and that trigger conditions match your current setup. Our support team is also available for further assistance if needed.

About Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Learn moreLearn moreHelpHelp

Related categories

Microsoft

Team Chat

Similar apps

Slack

Team Chat

Chatwork

Team Chat

Rocket.Chat

Team Chat

Connect Attio and Microsoft Teams to power AI-driven automation

Launch your first automated workflow

Update Microsoft Teams with new messages when records are updated in Attio

Send channel messages in Microsoft Teams when new records are created in Attio

Create Microsoft Teams messages for new tasks in Attio

Update Microsoft Teams with new messages when records are updated in Attio

Send channel messages in Microsoft Teams when new records are created in Attio

Create Microsoft Teams messages for new tasks in Attio

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Attio and Microsoft Teams with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Attio and Microsoft Teams

Sync Attio records with Teams messages

Track CRM updates in Teams

Learn how to automate Microsoft Teams on the Zapier blog

6 ways to automate Microsoft Teams

How to create an auto-responder (and other bots) in Microsoft Teams

How to use Zapier within Microsoft Teams

Make work flow with AI

Frequently Asked Questions about Attio + Microsoft Teams integrations

Connect Attio to Microsoft Teams on the world's largest no-code automation platform