Documentation

Get Started with Microsoft Teams Integration

Follow this quick-start guide to set up bidirectional automations between Microsoft Teams and monday.com, with support for both Channels and Chats.

What You'll Learn

Setup Process

Install and authorize the app
Connect your Microsoft Teams account
Configure automation recipes (both directions)
Set up data mapping

Advanced Features

6 Teams → monday.com recipes
4 monday.com → Teams recipes
Conditional filtering options
Keyword-based triggers

Deployment

Step-by-Step Setup Guide

This guide will walk you through the initial installation and setup of your first automation recipe.

Install the App

• Go to the monday.com Apps Marketplace.

• Search for Microsoft Teams Integration Plus.

• Click "Install" and select the workspaces you wish to install it on.

• You will be prompted to grant the necessary permissions for the app to function. This is a one-time authorization for monday.com.

Connect Your Microsoft Account

• When configuring your first recipe, you'll need to connect a Microsoft account by clicking the Account field.

• A Microsoft authentication window will open. The first user must be an admin.

• During authentication, check "Consent on behalf of your organization" if you want non-admin users to be able to use this integration.

Important

Admin consent is required for the first setup. Non-admin users cannot grant consent. If you want non-admin users to use this app, the admin must check the "Consent on behalf of your organization" option during the initial authentication.

Prepare Your monday.com Board

• Create the necessary columns on your monday.com board that will receive Teams data (for Teams → monday.com recipes).

• For recipes that watch monday.com changes (monday.com → Teams), ensure you have the relevant Status or People columns set up.

For Subitems

If you plan to create subitems from Teams messages, you must first manually create at least one subitem in your board and set up the necessary columns for it. The integration cannot create the first subitem or subitem columns automatically.

Access the Automation Recipes

• On the board where you want to create an automation, click the "Integrate" button at the top of the screen.

• In the Integrations Center, search for Microsoft Teams Integration Plus.

• You will see 10 available automation recipes divided into two flows: Teams → monday.com and monday.com → Teams.

• Choose the recipe that best fits your workflow.

Configure Your Recipe

For Teams → monday.com recipes:

• Select your Microsoft Account

• Choose between Chats or a specific Team

• Select the specific Chat/Channel (look for wildcard options like "Any chat")

• For conditional recipes, configure Condition and Value or Word/Phrase

• Choose your monday.com destination and map data

For monday.com → Teams recipes:

• Select what to watch in monday.com (Update, Item creation, Person column, or Status column)

• Choose specific items/columns or use wildcards like "Any Item" or "Any Subitem"

• Select your Microsoft Account for notifications

• Choose the Teams destination (Chats/Teams and Chat/Channel)

Activate the Automation

• Review your configured recipe sentence to ensure it's correct.

• Click the blue "Create Automation" button to save and activate the automation.

• Your integration is now live!

Automation Counting

For monday.com → Teams recipes, monday.com counts automations even when your specific conditions aren't met (e.g., watching updates in one subitem still counts all updates in all subitems). For Teams → monday.com recipes, automations only count when your conditions are actually satisfied.

Automation Recipe Explorer

Interactive breakdown of every available recipe and its specific use case.

Teams → monday.com

6 recipes to bring Teams messages into monday.com

Recipe 1

Basic Message Integration

Use this recipe when you want every message from a specific chat or channel to automatically create a new item or subitem in monday.com.

When a message is received in {Account} in {Chats/Teams} in {Chat/Channel}, create an {Item/Subitem} in {Group/Item} with this {Data}

Configuration Steps

Select your Microsoft {Account} (add credentials if first time)

Choose between {Chats} or a specific {Team}

Select the specific {Chat/Channel} (or use 'Any chat' wildcard for all chats)

Choose to create an {Item/Subitem}

Select the destination {Group/Item}

Map your message data in the {Data} field

T-M Teams → monday.com Wildcards

When selecting a Chat or Channel, you may see wildcard options:

"Any chat" - Listen to all direct messages and group chats
Note: "Any channel" is not available - select specific channels

M-T monday.com → Teams Wildcards

When watching for updates, items/subitems created, you can use:

"Any Item" - Watch events on all items in the board
"Any Subitem" - Watch events on all subitems

Technical Overview

Data Mapping Architecture

Our integration provides comprehensive data mapping for Teams messages with intelligent data transformation.

Available Teams Data

Message Content Text Column

Sender Name Text Column

Mentions People Column

Created Date Date Column

Message Link Link Column

Smart Handling

Empty Messages Skipped

Incompatible Data Left Empty

Missing Fields Left Empty

Attachments Link to Source

Logic Priority: We always prioritize item creation over perfect data mapping to ensure no data loss.

How Teams Message Mapping Works

Receive Message

We capture the message content, sender info, and metadata directly from the Microsoft Teams API.

Transform Data

Intelligent transformation engine matches your configured monday.com column types automatically.

Create or Update

Create items, subitems or post updates in monday.com seamlessly with the mapped data.

Best Practices

• Set up your monday.com columns before configuring the integration recipe.

• For subitems, create at least one mock subitem first to ensure column visibility in the API.

• Use Text or Long Text columns for message content to avoid truncation.

• Map "Message Link" to Link columns for a clickable "Go to Message" button.

• Use conditional recipes or keyword filters to avoid creating items for every single message.

Support

Troubleshooting

Common issues and their solutions to help you get up and running quickly.

Need Additional Help?

Our support team is here to help you get the most out of your integration.

Contact Support Book a Consultation