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Microsoft Teams + Waybook

Microsoft Teams + Waybook integrations

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 this happens...
Document CompletedTriggers when a team member completes a document.
TriggerInstant
automatically do this!
Send Bot MessageSends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
ActionWrite

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More things you can do with Waybook and Microsoft Teams

Discover other triggers and actions you can use with Waybook and Microsoft Teams

Document Published
Triggers when a document is published.
Trigger
Instant
Try It
Step Completed
Triggers when a team member completes a step.
Trigger
Instant
Try It
Subject Completed
Triggers when a team member completes a subject.
Trigger
Instant
Try It
- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- 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

Document Completed
Triggers when a team member completes a document.
Trigger
Instant
Try It
Test Step Submission
Triggers when a test submission is made.
Trigger
Instant
Try It
- Name
  Required
Action
Write
- 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

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.

HelpHelp

Related categories

Microsoft

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About Waybook

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

HelpHelp

Related categories

Online Courses

Related Zap Templates

Send Microsoft Teams chat messages for new test step submissions in Waybook

Send chat messages in Microsoft Teams when new documents are published in Waybook