How to Automate Microsoft Teams Notifications with Pabbly Connect and Paper Form

Learn to automate Microsoft Teams notifications for paper form submissions using Pabbly Connect. Step-by-step guide on integrating these applications effectively. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Microsoft Teams with Paper Form, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website by typing Pabbly.com/connect in your browser. If you are an existing user, click on the ‘Sign In’ option in the top right corner.

If you are new, you can click on ‘Sign Up for Free’ to create an account, which gives you 100 free tasks monthly. After signing in, you will see the Pabbly Connect dashboard where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter a name such as ‘Notify Team on Microsoft Teams on Paper Form Submission’ and select a folder to save it in.

• Click on the ‘Create’ button to initiate your workflow.
• You will see two boxes appear: one for Trigger and one for Action.

In this step, the trigger application will be Paper Form, and the action application will be Microsoft Teams. This setup will ensure that whenever a form is submitted, your team will be notified in Microsoft Teams.

3. Setting Up the Trigger with Paper Form

To set up the trigger in Pabbly Connect, select Paper Form as your trigger application. Then, choose ‘New Form Submission’ as your trigger event. This means the workflow will activate whenever a new form submission occurs.

Next, you will need to connect your Paper Form account to Pabbly Connect. A webhook URL will be provided to you, which acts as a bridge between Paper Form and Pabbly Connect. Copy this URL and head to your Paper Form account.

• Log in to your Paper Form account and select the form you want to connect.
• Click on ‘Edit’ and navigate to the ‘After Submission’ section.
• Select ‘Integrations and Webhooks’ and add the copied webhook URL.

After setting this up, you will be able to test the connection by submitting the form, which will send data back to Pabbly Connect.

4. Setting Up the Action Step with Microsoft Teams

With the trigger set up, the next step is to configure the action in Pabbly Connect. Select Microsoft Teams as your action application and choose ‘Send Message in a Channel’ as the action event. This will allow you to send notifications to a specific channel in Microsoft Teams.

Click on ‘Connect’ to establish a connection with Microsoft Teams. If you have an existing connection, you can select it; otherwise, you will need to create a new one. After connecting, you will need to grant permissions for Pabbly Connect to access your Microsoft Teams account.

Choose the team and channel where the notification will be sent. Draft your message, including placeholders for dynamic data such as first name, last name, email, and phone number.

This setup will ensure that your team is promptly notified whenever a new form submission is received.

5. Testing the Integration

Once everything is set up in Pabbly Connect, it’s time to test the integration. Submit a test entry through your Paper Form to see if the data is captured correctly in Pabbly Connect. You should see the response logged in your workflow dashboard.

After confirming that the data is received, check your Microsoft Teams channel to see if the notification message appears. If everything is configured correctly, you will receive a message detailing the new form submission, including the submitted data.

Submit another test form with different details to ensure the integration works consistently. Verify that the message format remains the same and updates with new data.

This final step confirms that the integration between Paper Form and Microsoft Teams through Pabbly Connect is functioning as intended, automating the notification process effectively.

Conclusion

In this tutorial, we explored how to automate Microsoft Teams notifications for form submissions using Pabbly Connect. By following the steps outlined, you can seamlessly integrate various applications for efficient workflows. Automating notifications saves time and ensures your team stays informed.