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
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 Setup Guides
Here is a detailed breakdown of each recipe and its specific use case.
Teams → monday.com
6 recipes to bring Teams messages into monday.com
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.
Recipe Structure:
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:
Understanding Wildcard Options
Teams → monday.com
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 - you must select specific channels
monday.com → Teams
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
Data Mapping
Our integration provides comprehensive data mapping for Teams messages with intelligent data transformation.
Available Teams Data
Smart Handling
Priority: We always prioritize item creation over perfect data mapping.
How Teams Message Mapping Works
Receive Message
We capture the message content, sender info, and metadata from Teams
Transform Data
Intelligent transformation to match your configured monday.com column mappings
Create or Update
Create items/subitems or post updates in monday.com with the mapped data
Best Practices
- • Set up your monday.com columns before configuring the integration
- • For subitems, create at least one mock subitem to ensure column visibility
- • Use Text or Long Text columns for message content
- • Map Message Link to Link columns for better display
- • Use conditional recipes or keyword filters to avoid creating items for every message
Troubleshooting
Common issues and their solutions to help you get up and running quickly.
Common Issues & Solutions
Need Additional Help?
Our support team is here to help you get the most out of your Microsoft Teams integration.