Connect Crystal Ball and Microsoft Teams to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Crystal Ball
Choose an Action
Automatically do this!
Send Channel Message
Create Channel
Create Private Channel
Reply to Channel Message
Send Chat Message
Get all Chats
Get all Teams
Get all Catalog
Get all Deleted Teams
Ready to use Crystal Ball and Microsoft Teams automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Channel Message
Triggers when a new message is posted in a channel.
New Channel
Trigger when new cchannel is created
New Chat Message
Triggers when new message is received in a chat
New Reply to Message
Triggers when a new reply is added to a message in a channel.
New Chat
Triggers when new chat is created.
Do thisActions
Action is the task that follows automatically within your Crystal Ball integrations.
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
Delete Annotation
Delete an annotation in your account for an event.
Change Annotation
Change an annotation in your account for an event.
Send Channel Message
Sends a message to a specific channel in Microsoft Teams.
Create Channel
Creates a new channel within a specified team in Microsoft Teams.
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Step by step guides to integrate Crystal Ball and Microsoft Teams
Frequently Asked Questions
To start, connect both your Crystal Ball and Microsoft Teams accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in Microsoft Teams (or vice versa).
Absolutely. You can customize how Crystal Ball data is recorded in Microsoft Teams. This includes choosing which data fields go into which fields of Microsoft Teams, setting up custom formats, and filtering out unwanted information.
The data sync between Crystal Ball and Microsoft Teams typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Crystal Ball and Microsoft Teams. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
Learn MoreAbout Microsoft Teams
Microsoft Teams is a collaboration platform that integrates people, content, and tools to enhance teamwork and communication. It offers chat, video conferencing, file sharing, and app integration to streamline workflows and improve productivity.
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