Integrating Microsoft Teams with Monday.com Using Pabbly Connect

Learn how to automatically send Microsoft Teams notifications for new items in Monday.com using Pabbly Connect. Step-by-step tutorial included! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process of integrating Microsoft Teams with Monday.com, you need to access Pabbly Connect. First, visit the official Pabbly website by typing ‘Pabbly.com’ in your browser. Once on the homepage, you will find options to sign in or sign up for free, which gives you 100 free tasks every month.

After signing in, locate the ‘Create Workflow’ button on the top right corner. Here, you will be prompted to name your workflow, which can be something like ‘Monday.com to Microsoft Teams’. This sets the stage for the automation process that will follow.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger application in Pabbly Connect. Select ‘Monday.com’ as your trigger application. The specific trigger event you will choose is ‘New Item in Board’. This event will activate whenever a new task is created in Monday.com.

• Select ‘Monday.com’ as the trigger application.
• Choose ‘New Item in Board’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Now, navigate to your Monday.com account. On your board, click the integrations icon and access the integration center. Search for the webhook option and select ‘When an item is created, send a webhook’. Here, paste the copied URL from Pabbly Connect and save the changes.

3. Testing the Integration with a Dummy Submission

To ensure everything is set up correctly, you will need to test the integration in Pabbly Connect. Go back to Monday.com and create a dummy task by adding a new item. For instance, you might enter ‘Check SEO Strategy’ as the task name.

After creating the task, return to Pabbly Connect and check if the response has been received. This confirms that the integration is functioning as intended. If you see the task details reflected in Pabbly, it means the trigger has successfully activated.

4. Adding a Delay for Task Details

In this step, you will add a delay to ensure that all task details are captured before sending the notification. In Pabbly Connect, select the action step and search for the ‘Delay’ option. Set the delay for a specific duration, such as 2 minutes, to allow for additional task details to be filled in.

Once you have configured the delay, return to Monday.com to fill in additional details for your task, such as assigning it to a team member and setting a due date. After updating these details, go back to Pabbly Connect to fetch the updated task information.

• Select ‘Delay’ in the action step.
• Set the delay duration (e.g., 2 minutes).
• Fill in additional task details in Monday.com.

This delay ensures that when you fetch the task details, you receive the most accurate and complete information before sending the notification.

5. Finalizing Notifications in Microsoft Teams

Now, you will set up the action to send a notification in Microsoft Teams using Pabbly Connect. Select Microsoft Teams as your action application and choose the ‘Send Message in Channel’ action event. Connect to your Microsoft Teams account by authorizing Pabbly Connect.

After successful authorization, select the appropriate team and channel where you want to send the notification. Compose your message, ensuring to map in the task details such as the assignee’s name, task name, and due date. This message will automatically update with relevant details for future tasks.

Select ‘Microsoft Teams’ as the action application. Choose ‘Send Message in Channel’ as the action event. Map in the task details in your message.

Finally, click on ‘Save and Send Test Request’ to send the message to Microsoft Teams. Check your Teams channel to confirm that the notification has been successfully delivered. This completes the integration process using Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Microsoft Teams with Monday.com using Pabbly Connect. By following the steps outlined, you can automate notifications for new tasks, ensuring that team members are promptly informed. This integration streamlines your workflow and enhances productivity.