The Microsoft Teams actions send a message from an automation. Send a Chat Message writes to one person, and Send a Message in a Channel posts to a team's channel.
You connect your Microsoft account once. A Teams administrator may need to grant the permissions the connection asks for.
Example: a Risk Register table in an Enterprise Risk Management solution. When a risk's rating rises above 20, the automation posts in the Risk Committee channel. It also sends a chat message to the risk owner, with the risk's title and rating.
Plan Availability | All plan types. |
Permissions | Administrators, in any solution, and Solution Managers, in the solutions they manage, create and edit automations. |
Platform | Web |
Related Reading |
Before you start
An active Microsoft Teams account.
Your organization's consent to the permissions the connection asks for. A Teams administrator may need to grant them.
The connection asks for these Microsoft permissions: AppCatalog.Submit, Channel.ReadBasic.All, offline_access, openid, Team.ReadBasic.All, User.ReadBasic.All and User.Read. It also asks for five TeamsAppInstallation permissions: ReadWriteSelfForChat, ReadWriteSelfForTeam, ReadWriteSelfForUser, ReadWriteForUser and ReadWriteForTeam.
How do I add the action?
Open the Solution Menu, the arrow beside the solution name, and select Automations.
Select Add Automation and pick a trigger, such as When a record is updated.
Under Then do this, select Add Action. Under Integrations, point to Microsoft Teams.
Select Send a Chat Message or Send a Message in a Channel.
Connect the Microsoft account
In the action, select Connect.
Sign in to Microsoft and accept the permission request.
Close the window when the connection completes.
To remove the account later, select Disconnect in the action settings.
The Microsoft Teams Send a Message in a Channel Action Settings with the account list and Add new Microsoft Teams credential.
Send a Chat Message
Microsoft Teams Account: your connected account.
Send To: the recipient's email address, or an Email field from the record.
Message: typed text, record fields, or both.
Send a Message in a Channel
Microsoft Teams Account: your connected account.
Team and Channel: where the message goes.
Message: typed text, record fields, or both.
Then select Save Automation, and Yes, Switch It On when asked.
Tip: For a message with buttons that update the record, use Send an actionable notification instead. It needs Enterprise or Signature.
What if Microsoft asks for a verification code?
The code comes from Microsoft, not SmartSuite, under your organization's sign-in policy. If it does not arrive, check your junk or quarantine folder. Or ask your Microsoft 365 administrator.
Frequently asked questions
Can I message the person named on the record?
Can I message the person named on the record?
Yes. In Send a Chat Message, map an Email field from the record into Send To.
Why can I not finish connecting?
Why can I not finish connecting?
Your organization may require a Teams administrator to grant the permissions first. Ask them to approve the request, then connect again.
Can the message have buttons?
Can the message have buttons?
Not with these actions. Use Send an actionable notification, on Enterprise and Signature. See Actionable Notification: Microsoft Teams.
Where does the verification code come from?
Where does the verification code come from?
From Microsoft, under your organization's sign-in policy. SmartSuite does not send it.
Need more help? Ask the SmartSuite Community, where builders, administrators and the SmartSuite team answer questions about building on SmartSuite. For your account, billing or data, select the chat button in the lower-right corner of SmartSuite to reach support.
Last verified 1 Nov 2026.