Zapier: REACH + Microsoft Teams

Table of Contents

Use Zapier to connect REACH and Microsoft Teams. Build your Zaps, automate your workflows and ensure your data is synced between your apps.

Zaps, triggers and actions: Zaps are workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a Zap, and an action is an event a Zap performs.

Here are some example Zaps you can see how you can create automations between REACH and Microsoft Teams.

Note: This are meant to be examples. Triggers and Resulting Actions can change at any time.

REACH Triggers > Resulting Microsoft Teams Actions

REACH TriggersDescriptionResulting Microsoft Teams ActionDescription
New SupporterTriggers when a new supporter is created.Send Channel MessageSends a message to a channel. You select message and channel.
New SupporterTriggers when a new supporter is created.Send Chat MessageSends a message in an existing chat. You select message and user(s).
Updated SupporterTriggers when a supporter is updated.Send Channel MessageSends a message to a channel. You select message and channel.
New SponsorshipTriggers when a new sponsorship is created.Send Channel MessageSends a message to a channel. You select message and channel.
New SponsorshipTriggers when a new sponsorship is created.Send Chat MessageSends a message in an existing chat. You select message and user(s).
Updated SponsorshipTriggers when a sponsorship is updated.Send Channel MessageSends a message to a channel. You select message and channel.
New Sponsorship SupporterTriggers when a new sponsorship supporter is created.Send Channel MessageSends a message to a channel. You select message and channel.
New Sponsorship SupporterTriggers when a new sponsorship supporter is created.Send Chat MessageSends a message in an existing chat. You select message and user(s).
Updated Sponsorship SupporterTriggers when a sponsorship supporter is updated.Send Channel MessagePost a new message to a specific channel you choose. You select Channel and text.
New DonationTriggers when a new donation is created.Send Channel MessageSends a message to a channel. You select message and channel.
New DonationTriggers when a new donation is created.Send Chat MessageSends a message in an existing chat. You select message and user(s).
Updated DonationTriggers when a donation is updated.Send Channel MessageSends a message to a channel. You select message and channel.

Setting up your Zap

  • Choose your Trigger app(REACH or Microsoft Teams) and Trigger Event
  • Connect your account
  • Set up and test your trigger
  • Review your Example Record
  • Choose your Action app(REACH or Microsoft Teams) and Action Event
  • Connect your account
  • Set up your action
  • Add Title and map your fields
  • Test & Review Action
  • Complete and Turn on Zap

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