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Celonis Product Documentation

Microsoft Teams (Action Flow)

Important

Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

With Microsoft Teams modules in Celonis platform, you can monitor, list, create, update, delete, and retrieve teams and channels in your Microsoft Teams account.

To use the Microsoft Teams modules, you must have a Microsoft business account. You also should be an admin of the account and Microsoft Office 365 Premium must be activated for your admin business account. You can create an account at https://www.microsoft.com/en-us/microsoft-365/business.

Refer to the Microsoft Teams API documentation for a list of available endpoints.

Connect Microsoft Teams to Celonis platform

To establish the connection in Celonis platform:

  1. Log in to your Celonis platform account, add a Microsoft Teams module to your Action Flow, and click Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. Optional: Click Show advanced settings and enter your custom app client credentials.

    For more information, refer to the Microsoft Teams documentation regarding client credentials. If requested, use the following Redirect URI when creating your custom app: https://www.integromat.com/oauth/cb/microsoft-teams.

  4. Click Save.

  5. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your Action Flow and add more Microsoft Teams modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Team

You can watch, list, retrieve, create, update teams and create and update teams for groups with the following modules.

Retrieves a team's details when a new team/group is created or an existing team is edited.

Connection

Establish a connection to your Microsoft Teams account.

Filter

Define the filter settings for the returned groups. You can retrieve only groups whose name or email starts with the specified term.

Limit

Set the maximum number of results Celonis platform will return during one execution cycle.

Retrieves all the teams in Microsoft Teams that you are a member of.

Connection

Establish a connection to your Microsoft Teams account.

Limit

Set the maximum number of teams Celonis platform will return during one execution cycle.

Returns all teams (including Office 365 Groups) in your account.

Connection

Establish a connection to your Microsoft Teams account.

Filter

Define the filter settings for the returned groups. You can retrieve only groups whose name or email starts with the specified term

Order By

Select whether to order results by displaying names in ascending or descending order.

Limit

Set the maximum number of teams Celonis platform will return during one execution cycle.

Returns a team's/group's details.

Connection

Establish a connection to your Microsoft Teams account.

Group ID

Enter (map) or select the ID of the team/group you want to retrieve details about.

Creates a new Office 365 group (unified group) or Security group.

You can't currently create a team via this module.

Connection

Establish a connection to your Microsoft Teams account.

Display Name

Enter the name that is displayed in the address book for the group.

Alias for Group

Enter the mail alias (nickname) for the group.

Alias can only contain lowercase letters, numbers, and underscores. For Security Group type, simply provide an alias as a nickname.

Group Type

Enable the Unified option (or enter "Unified") to create an Office 365 group. Otherwise, the Security group (used for granting access to SharePoint resources) is created.

Description

Enter the description of the group.

Security Enabled

Enable this option if a group is a security group and you have not enabled the "Unified" option in the Group Type field.

Owners

Select the owners of the group. The owners are a set of non-admin users who can modify this object.

Members

Select users and groups that are members of this group.

Updates a group's/team's properties.

Connection

Establish a connection to your Microsoft Teams account.

Group ID

Enter the ID or select the group/team you want to update.

Visibility

Set the Office 365 group to public or private.

Please find the descriptions of the fields in the Create Office 365 group section above.

Creates a new team from a group.

If the group was created less than 15 minutes ago, it's possible for the Create Team module to fail with a 404 error code due to replication delays. The recommended pattern is to re-run the Create Team module three times, with a 10 seconds delay between calls.

Connection

Establish a connection to your Microsoft Teams account.

Group ID

Enter the ID or select the group from which you want to create a team.

Admin and Settings

Set the team's Member Settings, Messaging Settings, Fun Settings, and Guest Settings.

Deletes a team/group.

Connection

Establish a connection to your Microsoft Teams account.

Group ID

Enter the ID or select the group you want to delete.

Channel

You can list, retrieve, create, update, and delete channels with the following modules.

Lists all channels in the Microsoft Team.

Connection

Establish a connection to your Microsoft Teams account.

Team ID

Enter the ID or select the team you want to list channels from.

Limit

Set the maximum number of channels Celonis platform will return during one execution cycle.

Retrieves the properties and relationship of a channel.

Connection

Establish a connection to your Microsoft Teams account.

Team ID

Enter the ID or select the team that contains the channel you want to retrieve details about.

Channel ID

Enter the ID or select the channel you want to retrieve details about.

Creates a new channel in a Microsoft Team.

Connection

Establish a connection to your Microsoft Teams account.

Team ID

Enter the ID or select the team you want to create a channel for.

Channel Name

Enter the name for the new channel.

Description

Enter the channel description.

Updates the properties of the specified channel.

Connection

Establish a connection to your Microsoft Teams account.

Team ID

Enter the ID or select the team that contains the channel you want to update.

Channel ID

Enter the ID or select the channel you want to update.

Please find the descriptions of the fields in the Create Channel section above.

Deletes a channel from the team.

Connection

Establish a connection to your Microsoft Teams account.

Team ID

Enter the ID or select the team that contains the channel you want to delete.

Channel ID

Enter the ID or select the channel you want to delete.

Message

You can watch and send messages and replies with the following modules.

Triggers when someone sends a message in a team's channel or in a chat.

Connection

Establish a connection to your Microsoft Teams account.

Choose a Type of Messages to be Watched

Select the types of messages you want to watch. You can choose between channel and chat messages.

Team ID

only appears for channel messages

Select or map the Team ID whose channel messages you want to watch.

Channel ID

only appears for channel messages

Select or map the Channel ID whose messages you want to watch.

Chat ID

only appears for chat messages

Select or map the Chat ID whose messages you want to watch.

Limit

Set the maximum number of messages Celonis platform will return during one execution cycle.

Triggers when a new reply to a selected message is received. Not available for personal accounts.

Connection

Establish a connection to your Microsoft Teams account.

Team ID

Select or map the Team ID whose replies you want to watch.

Channel ID

Select or map the Channel ID whose replies you want to watch.

Message ID

Select or map the Message ID whose replies you want to watch.

Limit

Set the maximum number of messages Celonis platform will return during one execution cycle.

Sends a message to a team's channel or to a chat.

Connection

Establish a connection to your Microsoft Teams account.

Send a Message

Select a message type you want to send. You can choose a channel or chat message.

Team ID

only appears for channel messages

Select or map the Team ID to which you want to send the message.

Channel ID

only appears for channel messages

Select or map the Channel ID to which you want to send the message.

Create a New Chat

only appears for chat messages

Select either Yes or No.

Yes to create a new chat.

Chat Type

only appears for chat messages

Select or map either One On One or Group.

Message

Enter the message text.

Content Type

Select or map the format in which you want to send the message. For example, HTML.

Creates a new reply to a message in the specified channel.

Connection

Establish a connection to your Microsoft Teams account.

Team ID

Select or map the Team ID to which you want to reply.

Channel ID

Select or map the Channel ID to which you want to reply.

Message ID

Select or map the Message ID to which you want to reply.

Reply Message

Enter the reply message text.

Content Type

Select or map the format in which you want to send the message. For example, HTML.

Member

You can add members to teams and to groups with the following modules.

Adds a new member.

Connection

Establish a connection to your Microsoft Teams account.

Enter a Member Name

Enter the new member's name.

Password Profile

Enter the new member's profile password.

Adds a member to an Office 365 Group.

Connection

Establish a connection to your Microsoft Teams account.

Group ID

Select or map the Group ID to which you want to add the member.

Member ID

Select or map the Member ID whom you want to add to the group.

Online Meeting

You can create, retrieve, update, and delete online meetings with the following modules.

Creates an online meeting. This will be a standalone meeting that is not associated with any event on the user's calendar; therefore, meetings created via this module will not show on the user's calendar.

Connection

Establish a connection to your Microsoft Teams account.

Subject

Enter the subject of the online meeting.

Start Date and Time

Enter the meeting start time

End Date and Time

Enter the meeting end time

Allowed Presenters

Select or map a type of user who can be a presenter in the meeting.

Attendees

Information about a participant in a meeting.

Identity > User > ID

Select or map the ID of the user who is attending.

Role

Select or map the attendee's role in the online meeting.

Allow Attendee To Enable Camera

Select or map whether attendees can turn on their cameras.

Allow Attendee To Enable Mic

Select or map whether attendees can turn on their microphones.

Allow Meeting Chat

Select or map whether to enable meeting chat.

Allow Teamwork Reactions

Select or map whether to enable reactions for the meeting.

Chat Info

Enter the chat information associated with this online meeting.

Thread ID

Enter the ID of a thread in the Microsoft Teams channel.

Message ID

Enter the ID of a message in a Microsoft Teams channel.

Reply Chain Message ID

Enter the ID of the reply message.

Is Entry and Exit Announced

Select or map whether to announce when callers join or leave.

Lobby Bypass Settings

Select or map which participants can bypass the meeting lobby.

Scope

Select or map the type of participants that are automatically admitted into a meeting, bypassing the lobby.

Is Dial In Bypass Enabled

Select or map whether or not to always let dial-in callers bypass the lobby.

Record Automatically

Select or map whether to record the meeting automatically.

Updates an online meeting by its ID.

Connection

Establish a connection to your Microsoft Teams account.

Meeting ID

Enter the ID associated with the online meeting.

Subject

Enter the subject of the online meeting.

Start Date and Time

Enter the meeting start time.

End Date and Time

Enter the meeting end time.

Allowed Presenters

Select or map a type of user who can be a presenter in the meeting.

Attendees

Information about a participant in a meeting.

Identity > User > ID

Select or map the ID of the user who is attending.

Role

Select or map the attendee's role in the online meeting.

Allow Attendee To Enable Camera

Select or map whether attendees can turn on their cameras.

Allow Attendee To Enable Mic

Select or map whether attendees can turn on their microphones.

Allow Meeting Chat

Select or map whether to enable meeting chat.

Allow Teamwork Reactions

Select or map whether to enable reactions for the meeting.

Is Entry and Exit Announced

Select or map whether to announce when callers join or leave.

Lobby Bypass Settings

Select or map which participants can bypass the meeting lobby.

Scope

Select or map the type of participants that are automatically admitted into a meeting, bypassing the lobby.

Is Dial In Bypass Enabled

Select or map whether or not to always let dial-in callers bypass the lobby.

Record Automatically

Select or map whether to record the meeting automatically.

Retrieves an online meeting by its ID.

Connection

Establish a connection to your Microsoft Teams account.

Meeting ID

Enter the ID associated with the online meeting.

Deletes an online meeting by its ID.

Connection

Establish a connection to your Microsoft Teams account.

Meeting ID

Enter the ID associated with the online meeting.

Other

You can search users, retrieve users' statuses, and call APIs with the following modules.

Searches for users by a filter parameter.

Connection

Establish a connection to your Microsoft Teams account.

Filter

Add filters to search for users who match your specified filters.

Limit

Set the maximum number of users Celonis platform will return during one execution cycle.

Retrieves the selected users' availability and activity status

Connection

Establish a connection to your Microsoft Teams account.

User IDs

Select or map the users whose status you want to retrieve.

Allows you to perform a custom API call.

Connection

Establish a connection to your Microsoft Teams account.

URL

Enter a path relative to https://graph.microsoft.com. E.g. /v1.0/teams/<TEAM_ID>/channels – where the <GROUP_ID> is the ID of the team you want to retrieve channels from.

Note

For the list of available endpoints, refer to the Microsoft Graph REST API Reference.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Team's Channels

The following API call returns a list of all channels from the specified team in your Microsoft Teams account:

URL: /v1.0/teams/7d0845d0-5015-4d1e-8cfc-4628f53a237d/channels where the 7d0845d0-5015-4d1e-8cfc-4628f53a237d is the Group ID of the team you want to retrieve channels from.

You can retrieve the group ID, for example, using the List All Teams > Groups or Watch Teams module.

Method: GET

61f27393bb15c.png

Matches of the search can be found in the module's Output under Bundle > Body > value.

In our example, 9 channels were returned:

61f27394c7aaa.png
  • Add a Member - User.ReadWrite.All

  • Add a Member to a Group - User.Read.All, GroupMember.ReadWrite.All

  • Create a Channel - Group.ReadWrite.All

  • Create an Office 365 Group - Group.ReadWrite.All, User.Read.All

  • Create a Team from a Group - Group.ReadWrite.All

  • Delete a Channel - Group.ReadWrite.All

  • Delete a Team or Group - Group.ReadWrite.All

  • Get a Channel - Group.Read.All

  • Get a Team - Group.Read.All

  • List All Teams & Groups - Group.Read.All

  • List Channels - Group.Read.All

  • List Jointed Teams - Group.Read.All

  • Search Users - User.Read.All

  • Send a Message - ChannelMessage.Send, Chat.ReadWrite, User.Read.All, Group.ReadWrite.All

  • Update a Channel - Group.ReadWrite.All

  • Update a Team - Group.ReadWrite.All

  • Watch Message - ChannelMessage.Read.All, Chat.Read

  • Watch Teams - Group.Read.All