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Don't you feel that if you could directly transfer interactions from Microsoft Teams to Confluence, it would be easier to accumulate tasks and internal know-how? There are also times when you want to quickly share a newly created page on Microsoft Teams. However, you might often forget or postpone it, and things don't go as smoothly as planned.
This time, we will introduce a method to automate these actions by integrating the data between Microsoft Teams and Confluence!
That said, when it comes to integration, you might feel that "the setup seems difficult" or "it might require an engineer's help." However, by utilizing the no-code tool Yoom, anyone can easily integrate Microsoft Teams and Confluence!
Once integrated, you might be able to use Confluence more conveniently than before. In this article, we will provide a detailed explanation of what can be done with the integration of Microsoft Teams and Confluence, as well as the specific setup procedures. It's recommended for beginners in integration, so be sure to check it out!
By using Yoom, you can easily integrate Microsoft Teams and Confluence without any code. Yoom offers pre-prepared templates for integrating Microsoft Teams and Confluence, so you can achieve integration immediately just by registering, even without any knowledge of APIs.
By integrating the APIs of Microsoft Teams and Confluence, you can automatically link Microsoft Teams data to Confluence! For example, you can automatically perform data integration like the following without human intervention.
This is recommended for team leaders who use Microsoft Teams and Confluence regularly and feel that information sharing and document management are cumbersome.
This is recommended for those who regularly use Microsoft Teams and Confluence and want to improve the efficiency of information sharing, or for those who want to automatically organize and record information on specific topics or projects within the team.
Let's get started by creating a flow that integrates Microsoft Teams and Confluence!
This time, we'll use Yoom to proceed with the integration of Microsoft Teams and Confluence without any coding. If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
In this session, we will create a flow bot that creates a page in Confluence when a message is posted in Microsoft Teams!
The creation process is broadly divided into the following steps:
Click "+ Add" on the right side of the Yoom screen.
*Note: If you are not subscribed to a general corporate plan (Microsoft 365 Business) for Microsoft 365 (formerly Office 365), authentication may fail.
Enter Microsoft Teams in the search box and click the displayed suggestion.
The Microsoft 365 account selection screen will appear, so click the account you want to link this time.
Once sign-in is complete, you will return to the My Apps screen, and Microsoft Teams will be displayed.
First, register Confluence in My Apps.
Log in to the Yoom workspace and click "+ Add" within the My Apps screen.
Enter Confluence in the search box and click the displayed suggestion.
Enter your email address from the Confluence login screen and log in.
Once Confluence is displayed in My Apps, the registration is complete.
Next, copy the Yoom template.
Click the icon for "Try it" on the banner template below.
When the screen shown in the image below is displayed, the template copy is complete.
First, set up the trigger for this automation to be when a message is sent in Microsoft Teams.
Click "When a message is sent to the channel".
A screen to select the linked account and action will be displayed, so confirm the Microsoft Teams account to link and click "Next".
A further settings screen will be displayed, so proceed with the input.
The trigger activation timing can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
* The shortest interval for setting the trigger may vary depending on your plan, so please check this point.
It is generally recommended to use the shortest activation interval for that plan.
Select the desired team ID and channel ID from the "candidates" displayed below the input fields, as shown in the screen below.
Click "Test" to display the "Retrieved Values" from Microsoft Teams as shown in the screen below.
The retrieved values can be used for future input settings.
* For more details on the retrieved values (output), please check here.
Once "Test Successful", click "Save".
To create a page in Confluence, set up to extract necessary information from Microsoft Teams messages.
Click "Extract Data from Text".
On the action selection screen, simply click "Next".
A detailed settings screen will be displayed.
Enter the message content from the "Retrieved Values" into the target text as shown in the screen below.
The items to be extracted can remain as "Title, Content".
Click "Test" to extract "Title, Content" from the message content.
Once "Test Successful", click "Save".
Finally, set up to create a page in Confluence!
Click "Create Page".
The following screen will be displayed, so proceed with the input!
Select the cloud ID and space ID from the "candidates".
Click on any item for the page status.
For the page title, click on the item "Extract data from text" and then click "Title" from within it.
Enter the parent content ID as desired.
Select from the three options for the content display format.
For the page content, click on the item "Extract data from text" and then click "Content" from within it.
After input, click "Test" to check if the page is actually created in Confluence.
Once confirmed, click "Save".
By clicking the red-framed "Turn on the trigger" area on the screen below, the flow bot will automatically start.
This time, we introduced how to link data from Microsoft Teams to Confluence, but if you want to link data from Confluence to Microsoft Teams, please also use the template below.
Recommended for those who share information in Confluence and communicate with teams in Microsoft Teams, or those who want to streamline information sharing and improve information transmission to team members.
By leveraging the APIs of Microsoft Teams and Confluence, a variety of automations can be achieved!
How about considering the following automations?
It is possible to record survey responses and notify users, or automatically remind them of regular tasks at the end of the month!
It is possible to notify email tools like Gmail when a page is created in Confluence or to synchronize Confluence data with tools like Google Sheets.
By integrating Microsoft Teams with Confluence, you can eliminate the need to manually check data in Microsoft Teams while creating Confluence pages. Conversely, it becomes easier to smoothly send Confluence data to Microsoft Teams, potentially making Confluence more user-friendly. This can also facilitate the storage of tasks and internal knowledge, leading to improved work efficiency!
<span class="mark-yellow">Automation using Yoom, as demonstrated in this instance, offers the advantage of being easily set up by anyone without the need for programming.</span>
It is designed to be user-friendly even for beginners, making it a great option for those new to automation!
If you wish to implement such automation, register with Yoom now!
You can create a free account, allowing you to immediately test the actual usability. Give it a try!
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