Integrating Microsoft Teams with Ziflow lets users extend their Ziflow online proofing operations to Microsoft Teams. Users can post messages or create channels in Microsoft Teams for new proofs, comments, decisions to keep their team up to date. This integration supports Microsoft Teams for Work and School.

Available on: Pro Enterprise

Check out Integrating with Slack and Microsoft Teams for a guided walkthrough including building automated flows.

Before setting up the integration between Ziflow and any third-party tool, you need to connect Ziflow with the application.

Connect Microsoft Teams

Ziflow recommends that your organization use one administrator account to connect integrations in order to maintain stable integrations, prevent disconnects, and keep your flows working consistently.

Log into Ziflow. From the main navigation pane, select the Connect tab.
Select Applications to open the applications list. Find the Microsoft Teams application and select Connect.
Authenticate with Microsoft credentials and then authorize Ziflow to access the Microsoft account.
Select the Microsoft Teams tile again, choose the Settings tab, and select Show next to the Application fields on a proof to enable Microsoft Teams fields at the proof level.

Microsoft Teams permissions

Ziflow uses delegated permissions to interact with Microsoft Teams. This allows Ziflow to post notifications and let users select teams and channels.

What Ziflow can do

Read basic team and channel information
Create channels (if configured in workflows)
Post messages to channels

Permissions requested

Create channels
Read channel names and descriptions
Send channel messages
Read team names and descriptions
Identify the signed-in user
Maintain access without repeated sign-in

Set up Microsoft Teams automated flows

Once Ziflow and Microsoft Teams are connected, you can set up automated flows to send information to Microsoft Teams.

Before you begin, connect your Ziflow app. See Connect your Ziflow app.

Choose Connect and select Create Flow in the upper-right corner of the window.
Select Ziflow as the Application and choose which Event you want to start the integration. For more information, see Ziflow events.
Add a Microsoft Teams Zibot action to continue.

Microsoft Teams Zibot actions

After choosing a Ziflow event, choose a Microsoft Teams Zibot action that will pass the information set in the previous step directly to Microsoft Teams.

Search Team

Use to search the Microsoft Teams team.

Field	Description
Application	The Microsoft Teams application
Search team query	Enter a name (exact string) or use a token.

Search Channel

Use to search through the Microsoft Teams channel.

Field	Description
Application	The Microsoft Teams application
Team	Choose to select a team by name or to enter an ID or results from a previous Zibot
Search channel query	Enter a channel name (exact string) or use a token.

Send to Channel

Use to send messages to Microsoft Teams channels.

Field	Description
Application	The Microsoft Teams application
Team	Choose to select a team by name or to enter an ID or results from a previous Zibot
Channel	Choose to select a channel by name or to enter an ID or results from a previous Zibot
Message	Enter a message to send to the channel. You can use text and tokens.

Use HTML to hyperlink the proof link in the Microsoft Teams integration. Example:

Check out <a href="https://ziflow.com">Ziflow</a>

Create Channel

Use to create a new channel in Microsoft Teams.

Field	Description
Application	The Microsoft Teams application
Team	Choose a team name
Display name	The name of the new channel. Enter a display name or choose a token.
Description	Enter a description for your channel or use a token.

Connect Ziflow proofs with Microsoft Teams channel

Once you've connected Microsoft Teams to Ziflow, you can start linking proofs with the Microsoft Teams channels from the Integrations tab while creating proofs or editing proof details.

If you do not see Microsoft Teams in the Integrations tab, enable it in the application settings. Go to the Connect tab, select the Microsoft Teams application, choose the Settings tab, and select Show next to the Application fields on a proof to enable Microsoft Teams fields at the proof level.

To connect proofs in the Integrations tab, during the proof configuration, open an Integrations tab and select the Microsoft Teams channel.