Quick summary
This demo shows how to automate Microsoft Teams tabs from SharePoint using Zapier by building a Zap that triggers on SharePoint list changes and sends actions to Teams. In under 10 minutes, you can connect SharePoint and Microsoft Teams without writing a single line of code.
Steps
- Log in to Zapier, click "Create", and select "Zaps" to begin building your automation.
- Click "Trigger" to set up the starting point of your Zap.
- Search for SharePoint in the app search and select it as your trigger app.
- Choose a trigger event such as "New List" or "New List Item" to define what kicks off the automation.
- Connect your SharePoint account and select the SharePoint site and document library or list you want to monitor.
- Add Microsoft Teams as the Action App in your Zap.
- Select an action event to define what happens in Microsoft Teams when the trigger fires.
- Connect Microsoft Teams, map SharePoint details to the Teams action fields, then test and publish your Zap.
