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Microsoft Teams + Pendo

Send channel messages in Microsoft Teams for new accounts in Pendo reports

Often it’s helpful to be notified of new accounts in Microsoft Teams so your larger team can have visibility, collaborate, and take action as needed. This integration allows you to push new accounts and additional metadata (i.e. First Visit Date, Plan Type, Assigned Customer Success Manager, etc.) from Pendo reports and automatically send new messages to specific channels in your company’s Microsoft Team instance.

Often it’s helpful to be notified of new accounts in Microsoft Teams so your larger team can have visibility, collaborate, and take action as needed. This integration allows you to push new accounts and additional metadata (i.e. First Visit Date, Plan Type, Assigned Customer Success Manager, etc.) from Pendo reports and automatically send new messages to specific channels in your company’s Microsoft Team instance.

  1. When this happens...
    PendoPendo
    Account in Report

    Triggers when an account matches a segment specified in a report.

    TriggerScheduled
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Channel Message

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Account ReportRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • ChatRequired

    • Exclude messages by you?

    Trigger
    Scheduled
    Try It
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • Report IDRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    • Member

    • Highlight Word

    Trigger
    Scheduled
    Try It
  • Microsoft Teams triggers, actions, and search

    New Chat

    Triggers when a new chat is created.

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    Trigger
    Scheduled
    Try It
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microsoft-teams logo

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 moreHelp

Related categories

  • Microsoft
  • Team Chat

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About Pendo

Pendo is an extension of your product that captures user behavior, gathers feedback, and guides users.

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