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 Bot Message

    Sends 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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Supported triggers and actions

  • Waybook triggers, actions, and search

    Document Completed

    Triggers when a team member completes a document.

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

    Test Step Submission

    Triggers when a test submission is made.

    Trigger
    Instant
    Try It
    • NameRequired

    Action
    Write
    • TeamRequired

    Trigger
    Polling
    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 more

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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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