How to Set Up Microsoft Teams Notifications Using Zapier in Chat Journeys

You can send Microsoft Teams notifications directly from your Chili Piper Chat Journey using a Zapier webhook. This is a great way to alert your team in real-time when a visitor reaches a specific step in the Journey. The steps to set this up are outlined below.

Step 1: Create a New Zap

1. Go to Zapier and create a new Zap.
2. For your Trigger, select Webhooks by Zapier.
3. Choose Catch Hook and copy the unique webhook URL Zapier provides — you'll need this later in the Chat Journey.

Step 2: (Optional) Add Conditional Paths

• Set Rule Condition for Type: Team exactly matches Team

Step 2B: Configure Path B (e.g., Send to User)

• Set Rule Condition for Type: User exactly matches User

Step 3: Set Up Microsoft Teams Actions

Step 3A: Path A – Create Chat and Send Message

• Action: Microsoft Teams → Create Chat and Send Message
• Set Team Member(s) value to Email
• Add a personalized message using webhook fields, such as Message

Step 3B: Path B – Send Channel Message

• Action: Microsoft Teams → Send Channel Message
• Configure the Team and Channel fields; note that these should appear exactly as shown.
• Customize your message using data from the webhook, such as Message.

Skip this step if you didn’t set up conditional paths.

Step 4: Add the Webhook in Your Chat Journey

1. In Chili Piper, open the Chat Journey where you want to trigger the notification.
2. Add the "Send Teams Notification" node.
3. Paste the webhook URL from Zapier.
4. Set the Message and define whether it should be sent to a channel or user. Use any custom fields or logic you've configured in your Zap.

Step 5: Publish Your Journey and Zap

1. Double-check that everything is connected properly.
2. You can proceed with publishing your Chat Journey.
3. Turn your Zap on.

You're all set! Now, every time someone reaches that step in the Chat Journey, your team will get notified in Microsoft Teams 🎉