Microsoft Teams

Connect Microsoft Teams to send messages to channels and chats from your workflows.

How to set up Microsoft Teams

Authentication

Microsoft Teams uses OAuth 2.0 authentication:

1. Click the Connect button in Cargo
2. Sign in with your Microsoft account
3. Grant consent for Cargo to send messages
4. Connection is established automatically

Required permissions:

• Send messages to channels
• Send messages to chats
• Read team and channel information

Microsoft Teams actions

Create channel message

Send a message to a Teams channel.

Required fields:

• Team: Select the team containing the channel
• Channel: Select the target channel
• Content Type: Choose Plain Text or HTML
• Message: The message content (supports expressions)

Use cases:

• Send lead notifications to sales channels
• Alert teams about important events
• Share workflow status updates
• Notify about deal stage changes

Create chat message

Send a message to a Teams chat (direct message or group chat).

Required fields:

• Chat: Select the chat to message
• Content Type: Choose Plain Text or HTML
• Message: The message content (supports expressions)

Use cases:

• Send direct notifications to specific users
• Alert managers about high-priority leads
• Notify individuals about assigned tasks

Message formatting

Plain Text

Simple text messages without formatting.

New lead from {{company_name}}
Contact: {{first_name}} {{last_name}}
Email: {{email}}

HTML

Rich formatted messages with styling.

<b>New Lead Alert</b><br>
Company: {{company_name}}<br>
Contact: {{first_name}} {{last_name}}<br>
<a href="mailto:{{email}}">{{email}}</a>

Supported HTML elements:

• <b>, <strong> - Bold text
• <i>, <em> - Italic text
• <a href=""> - Links
• <br> - Line breaks
• <ul>, <ol>, <li> - Lists

Example messages

Lead notification

🆕 New Lead

Company: {{company_name}}
Contact: {{first_name}} {{last_name}}
Title: {{job_title}}
Source: {{lead_source}}

View in CRM: {{crm_link}}

Deal won celebration

🎉 Deal Won!

{{company_name}} - ${{deal_value}}
Owner: {{sales_rep}}
Close Date: {{close_date}}

Great work, team!

Task assignment

📋 Task Assigned

Lead: {{first_name}} {{last_name}} at {{company_name}}
Action: {{task_description}}
Due: {{due_date}}

Please follow up within 24 hours.

Rate limits

Microsoft Teams API has a rate limit of 50 requests per second. Cargo handles rate limiting automatically to ensure reliable message delivery.

Best practices

• Use descriptive emojis to make messages scannable
• Include relevant links for quick access
• Keep messages concise and actionable
• Use HTML formatting for complex information
• Set up dedicated channels for different alert types
• Consider message frequency to avoid notification fatigue