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Microsoft Teams + Waybook

Send Microsoft Teams channel messages for newly completed Waybook documents

When a user marks every step in a Waybook document as complete, this integration will send a Microsoft Teams message to a specific channel. This is a great way to monitor a user's progress through key SOPs or onboarding material.

When a user marks every step in a Waybook document as complete, this integration will send a Microsoft Teams message to a specific channel. This is a great way to monitor a user's progress through key SOPs or onboarding material.

  1. When this happens...
    WaybookWaybook
    Document Completed

    Triggers when a team member completes a document.

    TriggerInstant
  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?
  • Waybook triggers, actions, and search

    Document Published

    Triggers when a document is published.

    Trigger
    Instant
    Try It
  • Waybook triggers, actions, and search

    Step Completed

    Triggers when a team member completes a step.

    Trigger
    Instant
    Try It
  • Waybook triggers, actions, and search

    Subject Completed

    Triggers when a team member completes a subject.

    Trigger
    Instant
    Try It
    • NameRequired

    • EmailRequired

    • RoleRequired

    Action
    Write
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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.
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  • Microsoft
  • Team Chat

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About Waybook

Build a playbook for your business. All your training, onboarding, process documentation and best practices in one place.

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