Connect EKM and Microsoft Teams to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
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 EKM and Microsoft Teams automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Runs when a new customer is created.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
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
Do thisActions
Action is the task that follows automatically within your EKM integrations.
Create Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
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.
Create Private Channel
Create a new private channel in a team.
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Step by step guides to integrate EKM and Microsoft Teams
Frequently Asked Questions
To start, connect both your EKM and Microsoft Teams accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Microsoft Teams (or vice versa).
Absolutely. You can customize how EKM 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 EKM 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 EKM 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 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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