- Cómo empezar a usar Airtable
- Introducción a los aspectos básicos de Airtable
- Cómo comunicarse con el equipo de soporte de Airtable
- Pantalla de inicio de Airtable
- Glosario de terminología de Airtable
- Airtable technical requirements
- Diferencias entre las funciones de Airtable para escritorio y para móvil
- Atajos de teclado de Airtable
- Cómo usar Markdown en Airtable
- Adding descriptions in Airtable
- Finding Airtable IDs
- Automatizaciones de Airtable
- Descripción general de automatizaciones
- Guías de automatizaciones
- Guías de automatizaciones integradas
- Guías de automatizaciones en Airtable
- Linking existing records using automations
- Conditional groups of automation actions
- Repeating groups of Airtable automation actions
- Creating recurring records using automations
- How to delay Airtable automation runs
- Prevent automations from triggering by mistake
- Use automations to timestamp status updates
- Desencadenantes de automatizaciones
- Desencadenantes de Airtable
- Airtable automation trigger: When record matches conditions
- Airtable automation trigger: When a form is submitted
- Airtable automation trigger: When record created
- Desencadenante de automatización de Airtable: cuando se actualiza un registro
- Airtable automation trigger: When record enters view
- Desencadenante de automatización de Airtable: a una hora programada
- Airtable automation trigger: When webhook received
- Airtable automation trigger: When a button is clicked
- Airtable automation trigger: When email received
- Desencadenantes integrados
- Desencadenantes de Airtable
- Acciones de automatización
- Acciones en Airtable
- Acción de automatización de Airtable: enviar correo electrónico
- Airtable automation action: Create record
- Airtable automation action: Update record
- Airtable automation action: Find records
- Airtable automation action: Sort list
- Acción de automatización de Airtable: ejecutar un script
- Airtable automation action: Generate with AI
- Acciones integradas
- Airtable automation actions: Slack
- Airtable automation actions: Google Workspace
- Airtable automation action: Send MS Teams message
- Airtable automation actions: Outlook
- Airtable automation actions: Jira Cloud
- Airtable automation actions: Jira Server / Data Center
- Airtable automation actions: Salesforce
- Airtable automation action: Create post in Facebook Pages
- Airtable automation actions: GitHub Issues
- Airtable automation action: Hootsuite post
- Airtable automation action: Send Twilio SMS
- Acciones en Airtable
- Bases de Airtable
- Using Airtable Cobuilder
- Descripción general de las bases de Airtable
- Creating and duplicating bases in Airtable
- Structuring your Airtable bases effectively
- Moving Airtable bases between workspaces
- Tables in Airtable
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- Importing third-party data into Airtable
- Uso de las perspectivas
- Troubleshooting Airtable base performance
- Versiones beta de Airtable
- Colaboración en Airtable
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- External badging in Airtable
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- Ask an Expert beta overview
- Data residency at Airtable
- Descripción general de los grupos de usuarios en Airtable
- API de Enterprise de Airtable
- Creating and managing data retention policies in Airtable
- eDiscovery APIs in Airtable
- Airtable and data loss prevention
- Acceder a los registros de auditoría de Enterprise en Airtable
- Configuración de Jira Server/Data Center para conectarse con Airtable
- Panel de Administración de Enterprise
- Descripción general del panel de administración de Enterprise
- Usuarios: panel de administración de Enterprise en Airtable
- Detalles del usuario en el panel de administración de Airtable
- Grupos: panel de administración de Airtable
- Espacios de trabajos: panel de administración de Enterprise de Airtable
- Bases: panel de administración de Enterprise en Airtable
- Interfaces: Panel de administración de Enterprise en Airtable
- Data sets - Airtable admin panel
- Managed apps - Airtable admin panel
- Components - Airtable admin panel
- Informes: panel de administración de Enterprise en Airtable
- Airtable admin panel settings
- Guía práctica de Enterprise
- Gestionar a los admins de Enterprise en el panel de administración
- Uso de organizaciones
- Organizational branding for apps in Airtable
- Enterprise Hub in Airtable
- Enterprise Hub : Org unit assignment with user groups
- Desactivar, retirar el acceso y reactivar usuarios desde el panel de administración
- Gestionar el acceso de usuario a espacios de trabajo y bases
- Airtable Enterprise Key Management
- Custom terms of use
- SSO en Enterprise
- Información general
- Extensiones de Airtable
- Descripción general de las extensiones
- Extensiones por Airtable
- Extensiones integradas
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- Archivo adjunto
- Campos basados en fecha
- Fórmula
- Empezar a usar fórmulas
- Fundamentos de fórmulas
- Soluciones frecuentes: principiante
- Soluciones habituales: intermedias
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- Campo de texto largo
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- Otros campos
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- Integración con Airtable
- API
- Getting started with Airtable's Web API
- Crear tokens de acceso personal
- Airtable Webhooks API Overview
- Service accounts overview
- API web de Airtable: usar filterByFormula o parámetros para ordenar
- Airtable API Deprecation Guidelines
- Airtable API: Common troubleshooting
- Managing API call limits in Airtable
- Enforcement of URL length limit for Web API requests
- Servicios de integración
- Third-party integrations via OAuth overview
- Troubleshooting disconnected OAuth integrations in Airtable
- Options for integrating with Airtable
- Third-party integrations - Common troubleshooting
- Low-code integrations - Common troubleshooting
- Integrating Airtable with external calendar applications
- Visualizing records from Airtable in Tableau
- Visualizing Airtable records in Microsoft Power BI & Power Query
- Integrating HubSpot with Airtable
- Using Zapier to integrate Airtable with other services
- Using Zapier's Multi-Step Zaps to find and update records
- Using IFTTT to integrate Airtable with other services
- Integrating with AWS Lambda & DynamoDB
- Herramientas para desarrolladores
- API
- Diseñador de Interfaces de Airtable
- Descripción general
- Diseños de página
- Elementos
- Adding and removing elements in interfaces
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- Interface element: Button
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- Aprendizaje y recursos
- Gestión de Airtable
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- Sincronización de Airtable
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Airtable automation action: Send MS Teams message
- Actualizado en 19 Jan 2024
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When building an Automation, you may choose the "Send MS Teams message" action. When the automation runs successfully, a corresponding Microsoft Teams message will be sent, containing the customizable information of your choosing during the automation configuration process.
Note
This automation is not available for personal accounts due to limitations from Microsoft. Additionally, the current message size limit for an MS Teams message is 28KB.
Introduction
All plan types with varying limitations | |
Permissions |
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Platform(s) | Web/Browser, Mac app, and Windows app |
Related reading |
Setting up an automation to send a Teams message
Step 1: Create a new automation
To start creating an automation, from the open base of your choice click on Automations in the upper left corner of your screen to open the automation configuration window. Click the + Create automation option to begin the setup process. If you would like, you can rename the automation right away to make it easier to understand what it does.
Step 2: Configure a trigger
Next, you will need to click + Add trigger option. Once clicked, the available triggers will display for you to choose from. Click here to learn more about all available automation triggers. Once you have configured and tested the trigger, you can move on to the next step.
Step 3: Find the “Microsoft Teams: Send message” action
Click the + Add advanced logic or action option.
Scroll down in the menu that appears and find the “Microsoft Teams” section.
While hovering over that option, click the Send message option.
Step 4: Configure the “Microsoft Teams: Send message” action
Feel free to enter a description of what the action will do. You can always add one later if you prefer to skip this step.
Under “Configuration,” click the dropdown below the “Microsoft Teams account” section. From here, either select a previously connected account or connect a new account.
More information on managing connected accounts is available here.
If you encounter an error during login, you may need to get in touch with your IT department or check your MS Teams account settings to enable this integration. More on that process in our MS Teams admin approval support article.
Once you have connected an account, you’ll need to select the “Team” where the message will be sent.
After choosing a team, you’ll configure the message.This message can include a mix of static information including text and emojis, as well as dynamic information from records in Airtable using the blue and white plus button to add those tokens.
After your action configuration looks the way you want it to, click Test action to ensure the message is looking the way you want it to. Feel free to adjust the configuration before moving on to the final step below.
Step 5: Test and turn on the automation
Again, be sure to test all of the steps in the automation that you are building. Once every part of the automation has tested successfully, you’ll likely be ready to turn the automation on. Find the red colored “OFF” toggle and click it so the automation now appears as “ON” in green.
Use case walkthrough
Project completion notification
For this example, we will be setting up an automation that sends a notification to a team in MS Teams when a project in our Project Tracker template is completed.
Choose a trigger
First, we will set up a trigger to fire when a project enters a "Completed" view. In our Project Tracker base, we have previously created a filter that only allows projects from a completed checkbox field to enter the "Completed" view. To do this, choose the corresponding table and view within the base and test the trigger.
![6616029778327whenrecordentersviewexampleconfigprojecttracker.jpg](http://cdn.airtable.document360.io/d0ee2ee4-3f78-47c7-b388-85e40be9fb89/Images/Documentation/6616029778327whenrecordentersviewexampleconfigprojecttracker.jpg)
Add an action
After testing successfully, we can move on to setting up the action. After successfully connecting your MS Teams account to Airtable you can proceed with configuring the action. Choose the preferred Microsoft Teams account, specific Team, and specific Channel that you would like the message to be sent to.
You can now set up your message to include custom information including emojis, information from records in Airtable, as well as some XML (HTML) tags.
Test the automation
After your message looks the way you want it to you must test it to ensure the action is working properly.
If the test runs successfully, then at this point it's a good idea to check your MS Teams Channel to make sure everything looks the way you want it to. If so, you can now turn on the automation so that your custom notification sends out each time a project is completed.
FAQs
Can I mention someone in an MS Teams message?
No, this automation action does not support @mentioning a specific channel or team member in MS Teams.
Can I direct message (DM) a team member with the MS Teams automation action?
No, we do not support directly messaging an individual user. Only channels can receive the automated message from Airtable.
Can I include a link in the MS Teams message sent by the automation?
Yes, it is possible. You can use this tag formatting to send a clickable link: <a href="URL">link</a>
. Other examples of XML/HTML formatting are listed below.
Which XML/HTML tags can I use in an MS Teams message automation?
You can reference this support article from Microsoft. The following are tags that we have verified. The HTML code blocks are followed by an image of what the formatting will look like in MS Teams.
<h1>Heading level 1</h1>
<h2>Heading level 2</h2>
<h3>Heading level 3</h3>
<h4>Heading level 4</h4>
(**Appears larger than the other headings and is not technically supported by Microsoft )
![360095807054MSTeamsHeadings.png](http://cdn.airtable.document360.io/d0ee2ee4-3f78-47c7-b388-85e40be9fb89/Images/Documentation/360095807054MSTeamsHeadings.png)
<p>Paragraph</p>
<br>
(Shows as the blank section below )<strong>bold text</strong>
<em>italicized text</em>
<strong><em>bold and italicized text</em></strong>
![360095807234MSTeamsParagraphBreakFontOptions.png](http://cdn.airtable.document360.io/d0ee2ee4-3f78-47c7-b388-85e40be9fb89/Images/Documentation/360095807234MSTeamsParagraphBreakFontOptions.png)
<ol>
<li>First item</li>
<li>Second item</li>
<li>Third item</li>
<li>Fourth item</li>
</ol>
![360095807374MSTeamsNumberedList.png](http://cdn.airtable.document360.io/d0ee2ee4-3f78-47c7-b388-85e40be9fb89/Images/Documentation/360095807374MSTeamsNumberedList.png)
<ul>
<li>First item</li>
<li>Second item</li>
<li>Third item</li>
<li>Fourth item</li>
</ul>
![360098103873MSTeamsBulletList.png](http://cdn.airtable.document360.io/d0ee2ee4-3f78-47c7-b388-85e40be9fb89/Images/Documentation/360098103873MSTeamsBulletList.png)
<code>code span/block text</code>
<a href="https://support.airtable.com">link</a>
Can I dynamically send messages to different MS Teams channels?
No, the MS Teams channel where the automated message will be sent is only available as a static choice in the "Channel" field during the setup process. However, you can create duplicate MS Teams automation actions that message different channels.