[Easy Setup] How to Automatically Send and Forward Data to Microsoft Teams

Automatically Send and Forward Data from Database/CRM Services to Microsoft Teams

It is also possible to automatically notify Microsoft Teams with data from databases and CRM services.
By using Yoom, you can integrate various useful tools like Google Sheets and Salesforce with Microsoft Teams. By leveraging automatic notifications through tool integration, you can prevent information sharing omissions and miscommunications, thereby strengthening team collaboration.
For example, promptly sharing record information added to Salesforce can contribute to achieving efficient sales activities.

Automatically Send and Forward Form Data to Microsoft Teams

You can automatically notify Microsoft Teams of response data received from various form tools.
Not only can you notify the response data as is, but you can also use AI to organize the content before automatically notifying.
For example, by being able to notify inquiry details received through forms in a timely manner, you can support the quick response of support and sales teams. This can be expected to improve customer satisfaction and increase trust.

Let's Create a Flow to Automatically Send and Forward Data to Microsoft Teams!

Let's get started with creating a flow to automatically send and forward data to Microsoft Teams!
This time, we'll proceed with the setup using Yoom in a no-code manner. If you don't have a Yoom account yet, please create one using this registration form.

[What is Yoom]

This time, we will create a flow bot that "notifies Microsoft Teams when a file is stored in OneDrive".
The creation process is broadly divided into the following steps:

• Register OneDrive and Microsoft Teams as My Apps
• Copy the template
• Set the trigger for OneDrive and the automatic notification for Microsoft Teams
• Turn on the trigger and verify the operation of the flow bot

Step 1: Register My Apps for OneDrive and Microsoft Teams

First, to integrate OneDrive and Microsoft Teams with Yoom, you need to register your apps.
Select "My Apps" on the left side of the Yoom screen and click "Add" displayed on the right side.

[Register My Apps for OneDrive]

*Microsoft 365 (formerly Office 365) has plans for home users and general business users (Microsoft 365 Business). If you are not subscribed to the general business plan, integration with Yoom may fail.

After clicking "New Connection," search for OneDrive from the list of apps.

Sign in to the Microsoft account you want to integrate with Yoom. Enter the email address of the account and click "Next."

Enter the account password and click "Next."

If OneDrive is displayed in My Apps, the registration is complete!

[Register My Apps for Microsoft Teams]

*As with the registration of OneDrive, if you are not subscribed to the general business plan of Microsoft 365 (formerly Office 365), integration with Yoom may fail, so please be careful.

Similarly, after clicking "Add," search for Microsoft Teams from the list of apps.

Sign in to the Microsoft account you want to integrate with Yoom, just like before.

This completes the registration of My Apps for Microsoft Teams!

Step 2: Copy the Template

Now, let's actually create a flow bot!
To make it easy to set up, we will use a template. Click "Try It" on the banner below to copy the template.

Clicking will automatically copy the template to your Yoom screen.
When the following screen appears, click "OK" to proceed.

Step 3: App Trigger Settings

First, set up the app trigger to automatically start the Flowbot when a file is stored in OneDrive.
Click on "When a file is created or updated in a specific folder" in the copied template.

Check the account information to be linked and proceed to the next step.

Next, select the trigger interval from the dropdown menu.
You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes, but it is recommended to set it to the shortest interval available in your current plan.
※ Please note that the shortest interval you can set varies depending on your plan.

This time, it was set to 5 minutes!

Click on the "Drive ID" field to display candidates from the linked account.
Select the Drive ID you want to use from the candidates.

Please enter the folder name after checking the notes below the input field.

Select the Folder ID from the candidates, just like the Drive ID.

After completing the settings, perform a test. For testing, actually store a file in OneDrive.
After storing, return to the Yoom screen and click "Test". If the test is successful, the following screen will appear.

The stored file information can be obtained as retrieved value.
By utilizing the retrieved values when setting up notifications in Microsoft Teams, you can automatically notify Microsoft Teams of data from OneDrive!

Confirm that the information is correctly obtained and save it.

Step 4: Setting Up Automatic Notifications to Microsoft Teams Channel

Next, set up automatic notifications to Microsoft Teams for file data stored in OneDrive.
Click "Send message to channel".

Check the account information to be linked and click "Next".

Select the "Team ID" to notify OneDrive file data from the candidates.

Similarly, select the Channel ID from the candidates.

Set the content to be automatically notified in the "Message" field.

For parts that use the same text each time, such as "A file has been stored in OneDrive.", enter them as fixed values as templates, and for parts that refer to OneDrive data such as "Item Name" or "URL", use the retrieved values to enter them.

Feel free to set the message using the example settings below as a reference!
※ Set mentions and attachments as needed.

Once the settings are complete, click "Test".

If the test is successful, the set message will be delivered to the specified team's channel. Please confirm that the notification has been received in Microsoft Teams.

After confirming, click "Save" to proceed to the next step.

Step 5: Turn on the Trigger and Verify Flowbot Operation

Once the setup is complete, the following screen will appear. Click "Turn on Trigger" to verify that the Flowbot is operating correctly.

The setup is now complete!

Convenient Automation Examples Using Microsoft Teams

It is possible to link Microsoft Teams with various other tools and automatically notify diverse data. You can automatically add form responses to a database and notify Microsoft Teams, or notify order and shipping information for products. Conversely, you can also forward the content of Microsoft Teams messages to other communication tools!

Conclusion

How was it? Automating data sending and forwarding in Microsoft Teams can significantly help streamline daily tasks that are time-consuming. By utilizing automatic sending and forwarding, tasks that were previously done manually, such as timely notifying the team of cloud storage file updates or consolidating database information into Microsoft Teams, can now be handled more efficiently, giving you more room in your daily operations. Establishing an environment where the entire team can quickly share the latest information should enhance team collaboration and ensure smooth business execution.‍

With Yoom, you can easily implement automated sending and forwarding without any coding!
If you’re wondering, “Is it really that easy to set up?” or “I’m a bit curious...”, please try creating a free account first. Registration takes just 30 seconds! Once registered, you can immediately experience setting up automation for various business processes.

Create a free account now

The flow can be freely customized, so the possibilities are endless depending on your ideas! Please try to build the optimal automation flow that suits your company’s operations.

Wouldn't you like to make your daily tasks easier and more efficient with Yoom?
Please refer to this article and consider incorporating automation into those daily tasks that feel “a bit troublesome...”