Prerequisites
To being setting up this integration you need:
A paid Microsoft 365 Business plan (e.g., Business Basic, Business Standard, or Business Premium)
Administrative access to your Microsoft 365 account
The Teams app installed and configured
Installing the Zapier App in Microsoft Teams
To begin using this integration you will want to start by installing the Zapier app in Teams.
In teams, click on Apps in the left navigation bar
Browse or search for Zapier
Click on the Zapier app and select “Add”
Follow the on-screen instructions to configure the integration
Here is a video showing how to connect Zapier to a team channel:
Setting up the Zapier integration
Then you will want to connect Dart to Zapier.
Now you are ready to create your first Zap
Setting up task created notifications for Teams
In order to get notified in the appropriate Teams channel whenever a task is created in Dart, you can use our Zap for this.
Use this template for getting task created notifications in Teams. After clicking "Try now" in that link, you will want to connect your Teams and Dart accounts by signing in when prompted:
Setting up task updated notifications for Teams
You can easily set up task updated notifications in Teams as well, however unless you use filters in Zapier you may get more notifications than you want.
In order to use filters and paths you'll first need a Zapier Professional account to utilize multi-step zaps. Zapier offers free trials that you can use to test this.
To get started, use this Zapier template to set up task updated notifications. Just like in the Task Created section above, you will want to sign into Dart and Teams when prompted.
Then you will want to use filters and paths to decide on which specific types of updates you want to be notified about.
You can follow the following path setup to filter out only the task property that gets updated to be pushed as a notification. For example, this sample sends out notifications only for Task status and Task size updates.
Just copy and repeat every condition above for other task properties that you want updates for. Here's a larger example where we've set this up for many different properties that we want to see updates for:
Here is a demo of the integration for task update notifications in action:
Setting up Tag-related task update notifications
For task updates regarding adding or removing tags, you will need to do an additional action step before the Path action step.
1. Add a code step before paths:
2. Choose Javascript as an action event:
3. In the "Configure" tab, follow the values in the image below, and paste the following code into the code box.
const norm = (s) => JSON.stringify((s ?? "").split(',').map(i => i.trim()).sort());
return { tags: norm(inputData.tags), oldTags: norm(inputData.oldTags),};
After pasting the code, press continue, test the step, and proceed to the Tags section in your Paths action step.
4. Follow these values in your Tags path section, continue and publish your zap:
This should allow you to receive Tags notifications in Microsoft Teams. If it doesn’t work, review your steps carefully to ensure everything was done correctly. If the issue persists, feel free to reach out to us at [email protected].