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!
For those who want to try it quickly
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.
When a Microsoft Teams message is posted, create a page in Confluence.
■Overview The flow 'When a Microsoft Teams message is posted, create a page in Confluence' efficiently integrates communication and document management workflows. Automatically record important conversations and information from Microsoft Teams into Confluence for centralized information management. This ensures smooth information sharing across the team and enhances transparency in operations.
■Recommended for - Team leaders who regularly use Microsoft Teams and Confluence - Project managers who find information sharing and document management cumbersome - IT personnel who want to systematically save communication history - Small to medium business managers considering workflow automation - Team members seeking to streamline information sharing within the team
■Notes - Please link both Microsoft Teams and Confluence to Yoom. - The trigger interval can be set to 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan. - Microsoft365 (formerly Office365) has household and general enterprise plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general enterprise plan.
What You Can Do by Integrating Microsoft Teams and Confluence
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.
Create a Page in Confluence When a Microsoft Teams Message is Posted
This is recommended for team leaders who use Microsoft Teams and Confluence regularly and feel that information sharing and document management are cumbersome.
When a Microsoft Teams message is posted, create a page in Confluence.
■Overview The flow 'When a Microsoft Teams message is posted, create a page in Confluence' efficiently integrates communication and document management workflows. Automatically record important conversations and information from Microsoft Teams into Confluence for centralized information management. This ensures smooth information sharing across the team and enhances transparency in operations.
■Recommended for - Team leaders who regularly use Microsoft Teams and Confluence - Project managers who find information sharing and document management cumbersome - IT personnel who want to systematically save communication history - Small to medium business managers considering workflow automation - Team members seeking to streamline information sharing within the team
■Notes - Please link both Microsoft Teams and Confluence to Yoom. - The trigger interval can be set to 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan. - Microsoft365 (formerly Office365) has household and general enterprise plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general enterprise plan.
Create a page in Confluence when a message with specific conditions is posted in Microsoft Teams
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.
When a message with specific conditions is posted on Microsoft Teams, create a page in Confluence.
■ Overview The flow 'When a message with specific conditions is posted on Microsoft Teams, create a page in Confluence' is a workflow for sharing information smoothly within the team. For example, by automatically creating a related page in Confluence when a message containing specific keywords is posted to Microsoft Teams, it improves the efficiency of organizing and sharing information. This helps eliminate the manual effort of page creation, thus supporting the enhancement of team productivity.
■ Recommended for - Those who regularly use Microsoft Teams and Confluence and want to improve the efficiency of information sharing - Administrators who want to automatically organize and record information related to specific topics or projects within the team - Team leaders who want to focus on other tasks as they spend time manually creating pages - Those who want to prevent information leakage and lack of organization and improve the quality of communication across the team
■ Precautions - Please integrate Yoom with both Microsoft Teams and Confluence. - Triggers can be set to start at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest interval depends on the plan. - Microsoft365 (formerly Office365) has a plan for home and a general corporate plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general corporate plan.
Let's Create a Microsoft Teams and Confluence Integration Flow
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:
Integrate Microsoft Teams and Confluence with My Apps
Copy the template
Set up the trigger in Microsoft Teams and the action in Confluence
Turn on the trigger to complete the flow setup
When a Microsoft Teams message is posted, create a page in Confluence.
■Overview The flow 'When a Microsoft Teams message is posted, create a page in Confluence' efficiently integrates communication and document management workflows. Automatically record important conversations and information from Microsoft Teams into Confluence for centralized information management. This ensures smooth information sharing across the team and enhances transparency in operations.
■Recommended for - Team leaders who regularly use Microsoft Teams and Confluence - Project managers who find information sharing and document management cumbersome - IT personnel who want to systematically save communication history - Small to medium business managers considering workflow automation - Team members seeking to streamline information sharing within the team
■Notes - Please link both Microsoft Teams and Confluence to Yoom. - The trigger interval can be set to 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan. - Microsoft365 (formerly Office365) has household and general enterprise plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general enterprise plan.
Step 1: Integrate Microsoft Teams and Confluence with My Apps
1. Register Microsoft Teams in My Apps
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.
2. Register Confluence in My Apps
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.
Step 2: Copy the Template
Next, copy the Yoom template. Click the icon for "Try it" on the banner template below.
When a Microsoft Teams message is posted, create a page in Confluence.
■Overview The flow 'When a Microsoft Teams message is posted, create a page in Confluence' efficiently integrates communication and document management workflows. Automatically record important conversations and information from Microsoft Teams into Confluence for centralized information management. This ensures smooth information sharing across the team and enhances transparency in operations.
■Recommended for - Team leaders who regularly use Microsoft Teams and Confluence - Project managers who find information sharing and document management cumbersome - IT personnel who want to systematically save communication history - Small to medium business managers considering workflow automation - Team members seeking to streamline information sharing within the team
■Notes - Please link both Microsoft Teams and Confluence to Yoom. - The trigger interval can be set to 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan. - Microsoft365 (formerly Office365) has household and general enterprise plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general enterprise plan.
When the screen shown in the image below is displayed, the template copy is complete.
Step 3: Setting up the trigger in Microsoft Teams
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".
Step 4: Extract message content as text using AI
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".
Step 5: Create a page in Confluence
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".
Step 6: Set the trigger to ON and prepare for flow operation
By clicking the red-framed "Turn on the trigger" area on the screen below, the flow bot will automatically start.
If you want to link Confluence data to Microsoft Teams
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.
Notify Microsoft Teams when a page is created in Confluence
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.
Notify Microsoft Teams when a page is created in Confluence.
■Overview When you update documents in Confluence, do you find it cumbersome to manually share them with stakeholders or do you sometimes miss sharing? By using this workflow, you can automatically notify a specified Microsoft Teams channel when a new page is created in Confluence. This enables smooth and rapid information sharing within your team.
■Recommended for ・Those who share each page creation in Confluence in Microsoft Teams and find the manual work burdensome ・Team leaders who want to prevent missed sharing of important document updates and achieve rapid information delivery ・Those who want to streamline the process of sharing projects and knowledge and improve productivity
■Notes ・Please integrate Yoom with both Confluence and Microsoft Teams. ・You can select the trigger run interval at 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan. ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a general business plan, authentication may fail.
■Overview The "Create a folder in Dropbox based on content posted in Microsoft Teams" workflow seamlessly integrates team communication and file management. By using posts in Microsoft Teams as a trigger, it automatically generates the necessary folders in Dropbox, facilitating smooth organization and sharing of information.
■Recommended for ・Team leaders who use Microsoft Teams daily and face challenges in organizing information ・Those who use Dropbox as their main file management tool and want to reduce the hassle of folder creation ・Owners of small to medium-sized businesses who want to unify team communication and file management ・IT personnel promoting workflow automation to improve productivity
■Notes ・Please integrate Yoom with both Microsoft Teams and Dropbox. ・Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview This is a flow where a folder is created in OneDrive based on the message content when a message is posted on Microsoft Teams. Using Yoom, you can easily connect apps without programming.
■Recommended for: 1. Those who use Microsoft Teams to communicate with members ・People who want to efficiently manage daily message content and have quick access to necessary information ・Those who want to organize interactions with members and prevent shared information from being overlooked
2. Those who utilize OneDrive for file management ・People who want to reduce the hassle of manually organizing files and improve work efficiency through automation ・Those who want to automatically create folders based on message content to ensure important information is stored without omission
■Notes ・Please link both Microsoft Teams and OneDrive with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The "Notify Microsoft Teams when a record is created in Salesforce Lead Object" workflow supports rapid response for sales teams. Whenever a new lead is registered in Salesforce, a notification is automatically sent to Microsoft Teams, allowing the entire team to share information in real time. This ensures that you don't miss the timing for lead follow-up, enabling efficient sales activities.
■Recommended for ・Sales representatives managing leads using Salesforce ・Sales managers looking to enhance team communication with Microsoft Teams ・Business owners who wish to automate quick lead follow-ups and improve sales efficiency ・IT personnel looking to easily configure Salesforce and Microsoft Teams integration using Yoom
■Notes ・Please integrate Salesforce and Microsoft Teams with Yoom. ・Triggers can be set at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail. ・Salesforce is available only with Team Plan and Success Plan. Operations and data connections of Flowbot set on Free Plan and Mini Plan may result in errors. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. You can use restricted apps during the free trial.
■ Overview The “Notify Gmail when a page is created in Confluence” flow streamlines information sharing within the team and prevents missing important updates. Every time a new page is created in Confluence, a notification is automatically sent to Gmail, enabling all members to quickly grasp the latest information. This prevents delays and sharing omissions and supports efficient team operations.
■ Recommended for ・Team leaders who use Confluence but struggle to effectively notify page updates ・Administrators who want to ensure everyone is informed about project progress and important document updates ・People who use Gmail daily and want to leverage email notifications ・IT personnel at companies seeking timely management of information sharing
■ Notes ・Please connect Yoom with both Confluence and Gmail. ・For the trigger, you can select a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
■Overview The "Create a folder in Microsoft SharePoint when a page is created in Confluence" workflow is a business workflow that facilitates smooth information sharing and file management for teams. Each time a new page is created in Confluence, a corresponding folder is automatically created in SharePoint, making information centralized and organized easy. This enables team members to quickly access necessary materials and information, enhancing work efficiency. ■Who we recommend this template for Team leaders who utilize both Confluence and Microsoft SharePoint IT personnel who want to automate information sharing and file management processes Project managers aiming for efficient document management across multiple projects Business executives who feel wasting time with manual folder creation
■Notes ・Please link both Confluence and Microsoft SharePoint with Yoom. ・Microsoft365 (formerly Office365) has plans for home and general business (Microsoft365 Business), and authentication may fail if you do not subscribe to the general business plan.
■Overview The "When a page is created in Confluence, create a card in Trello" flow is a business workflow that automatically adds a corresponding card in Trello when a new page is created in Confluence. This seamlessly links document updates with task management and improves team efficiency.
■Recommended for ・Team leaders who use Confluence and Trello on a daily basis ・Project managers who want to automate the linkage between document creation and task management ・Operations staff who do not want to spend time on manual data entry ・Corporate IT personnel who want to centralize information sharing and task management within the team
■Notes ・Please connect Yoom with both Confluence and Trello.
■Overview The "Create a page on Confluence when an Issue is created on GitHub" workflow is a business workflow designed to streamline information sharing in the development process.
■Recommended for - Leaders of development teams using both GitHub and Confluence - Project managers finding it cumbersome to manage issues and document creation - Software engineers seeking to improve efficiency in information sharing - Team members spending time on manual data entry - Business owners aiming to increase project transparency
■Notes - Please link both GitHub and Confluence with Yoom. - You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest trigger interval varies by plan.
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!
Automation using Yoom, as demonstrated in this instance, offers the advantage of being easily set up by anyone without the need for programming. 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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I worked as a customer support representative at a web marketing company for about three years. I spent a lot of time managing customer information and internal data, which was quite challenging until I discovered Yoom. I strongly feel that I wish I had encountered Yoom, which is easy to use even without programming knowledge, much earlier. I hope it can be of assistance to others who are struggling with similar efficiency issues in their work!
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