Psst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveFree Webinar — Wednesday, December 9 at 2:00 PM ET

Register Free →
CLEATUS
Get CLEATUS

Connect Microsoft Teams to CLEATUS

Send automated workflow notifications from CLEATUS straight to your Microsoft Teams channels.

Connect Microsoft Teams so that CLEATUS workflows post updates to your channels. When a workflow runs, a Teams Message action posts the result to the team and channel you pick. Your team sees a new match, a phase change, or an uploaded file inside Teams.

Who this is for

CLEATUS users who run Workflows and want the output to land in Microsoft Teams.

What you'll need

  • A DATA + AI + Automations plan or higher. Workflows and the Teams integration are part of that plan.
  • A Microsoft work account that is a member of the teams and channels that you want CLEATUS to post to.
  • Approval from your Microsoft 365 administrator, if your organization requires it for new apps.

Set up the connection

  1. Open Settings, then Integrations. Under Data & Automation, find the Microsoft Teams card and click Set up.
  2. Click Connect with Microsoft. A Microsoft sign-in window opens. Sign in and approve access. The status changes to Connected.
  3. Click Go to Workflows, or open the workflow editor from Automation > Workflows.
  4. Add a Teams Message action to a workflow and configure it (see the next section).
  5. Run the workflow. The message posts to the channel that you chose.

Configure the Teams Message action

  • Team: pick a team. The list shows the teams that the connected Microsoft account belongs to.
  • Channel: pick a channel in that team. The list unlocks after you pick a team.
  • Message: write the text. Insert variables from earlier steps, such as the contract title, the agency, or the deadline. You can also insert a link to the contract page or the pursuit page in CLEATUS. Standard Markdown formatting (bold, lists, and links) shows correctly in Teams.
  • Batch items: turn this on to send one message that lists every item, instead of one message per item. Then pick a List style: Bullets, Numbered, or Separated.

How it works

The connection is per company. After you connect Teams, any workflow in that company can use a Teams Message action.

Messages post as the Microsoft account that connected Teams. CLEATUS asks Microsoft for permission to send channel messages, list your teams and channels, and read your basic profile. It does not read your messages.

To stop notifications, remove the action from the workflow. To disconnect, open the Microsoft Teams card in Settings > Integrations and click Disconnect Microsoft Teams.

Troubleshooting

  • Microsoft shows "Need admin approval". Your organization requires an administrator to approve the permission to send channel messages. Ask your Microsoft 365 administrator to approve CLEATUS, then connect again.
  • A team or channel is not in the list. The connected account is not a member of that team. Add the account to the team in Teams, or connect with an account that is a member.
  • The action shows "Microsoft Teams not connected". Click Go to Integrations in the action, then connect Teams.
  • The step fails after a plan change. The Teams integration needs a DATA + AI + Automations plan or higher. A workflow on a lower plan cannot post to Teams.