Microsoft Teams + RDocs

Create RPDs in RDocs from New Microsoft Teams Files

Elevate your document security workflow with this Zap that automatically converts into RPDs™ those files that are attached to new channel messages in Microsoft Teams. By leveraging this automation, you gain unparalleled control over your sensitive information -– from precise access tracking and usage restrictions to the ability to revoke documents even after distribution -– ensuring every file shared within your Teams environment is secure and fully manageable.

When this happens...
New Channel Message
Triggers when a new message is posted in a channel. Requires installation of the Zapier app from the Teams Store.
TriggerPolling
automatically do this!
Create/Send RPD
Creates an RPD, with the option to send it via email to readers.
ActionWrite

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Supported triggers and actions

- TeamRequired
Trigger
Polling
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- Team MemberRequired
Action
Write

- ChatRequired
- MessageRequired
- Message TextRequired
- Message Text Format
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
- Message Text Format
- Reply ContentRequired
Action
Write

- TeamRequired
- ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- Send ToRequired
- Message Text (Optional)
- Card TypeRequired
Action
Write
- TeamRequired
- Channel IDRequired
Action
Search
- Chat IDRequired
Action
Search
- Search byRequired
Action
Search
- Note
- Return RPD in Base-64 format?Required
- Send RPD via email?Required
- FilesRequired
- File NameRequired
- File MIME TypeRequired
- Sender addressRequired
- Generate multiple RPD?
- Reader’s Email Address
- Reader’s First Name
- Reader’s Last Name
- Reader’s Mobile Country Code
- Reader’s Mobile Number
- Subject / DescriptionRequired
- Email Body
- SideNote
- RPD Status
- Record opening times?
- Enable Geo-location feature?
- Enable "Proof of sending" feature?
- Enable "Notification of reading" feature?
- Enable "Reader IP recorded" feature?
- Enable "Reader email addresses recorded" feature?
- Record read times per reader?
- Record time spent reading per reader?
- Enable "Voting" feature?
- Enable "Share votes" feature?
- Enable "Restricted distribution" feature?
- Send verification code via email?
- Send verification code via SMS?
- Enable "Display distribution list" feature?
- Restrict access to RPD by domain?
- Use watermark?
- Max reads per reader
- Enable "Identify leakers" feature?
- Enable "Timestamp" feature?
- Enable "Print" feature?
- Location Protection by region
- Location Protection by IP
- Launches
- Expires
- Allow responses to
- Language
- Max views per document
Action
Write
- Document IDRequired
Action
Search

- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- Team Member(s)Required
- Message Text Format
- Message TextRequired
Action
Write
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- TeamRequired
- Public ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
Action
Search
- Chat IDRequired
- Message IDRequired
Action
Search
- TeamRequired
- Channel NameRequired
- Include Archived Channels
Action
Search
- Document IDRequired
- NoteRequired
Action
Write

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