Smartsheet and Microsoft Teams

L ThrasherL Thrasher ✭✭✭✭
03/09/19 Edited 12/09/19

Our company has used Slack.  I was able to automate (through Zapier) the following:  When a new row was added to a particular sheet in smartsheet, a new message was posted to a particular Slack Channel.  We just switched from Slack to Microsoft Teams.  Does anyone know of a way to create a similar automation?  (Zapier doesn't seem to work well with Teams)  (I.E. A new row on Smartsheet automatically posts a message to a Channel in Microsoft Teams)?  Thanks.

Comments

  • davelevinJWTdavelevinJWT ✭✭✭✭

    We just recently adopted Microsoft Teams too, and we use the Teams connecter.  I'd be interested in an answer to the same question (e.g., notifications showing up in Teams instead of via email re: tasks that are due for a project).

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    You can do this with the help of Microsoft Flow.

    More info: https://flow.microsoft.com/sv-se/connectors/shared_teams/microsoft-teams/

    https://flow.microsoft.com/sv-se/connectors/shared_smartsheet/smartsheet/

    Hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • L ThrasherL Thrasher ✭✭✭✭

    Hi. It did not help.  I am trying to set it up and when I run the test it submit an individual message to the channel for each comlumb I have. SO if I add one row to the smartsheet, it sends 15 different messages to teams channel for each of the 15 different columns on that one row.  Id prefer to pick the columns I'd like to include and have it post just one message to the channel if possible. Any idea how to do that?  Thanks.

     

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    If it's possible (don't remember if it is in Flow like it's in Zapier), you would need to add something to the Flow that identifies which column you want to notify, or maybe you would have to set up 15 different Flows.

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, [email protected])

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi!

    We released the capability to notify your Teams Channel when there are changes in your Smartsheet. You can set up these alerts under Alerts and Actions in your sheet. You can read more about it here: https://www.smartsheet.com/apps/microsoft-teams

    I would love to hear your feedback on this integration. ([email protected])

     

    Urmila Kukreja

    Product Manager

    [email protected]

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