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Use the Send Message to Teams Channel action to post a message to a Microsoft Teams channel as part of a Workflow. You can also reply to the message that triggered the Workflow.

Set up the action

1

Add the action

While editing a Workflow, click the + button between existing blocks. Select Send Message to Teams Channel from the action list.
Selecting the Send Message to Teams Channel action
2

Rename the action (optional)

Click the action name to give it a more descriptive label.
Renaming the Send Message to Teams Channel action
3

Connect your Microsoft Teams account

If you haven’t already, connect your Microsoft Teams account to Cassidy.
Adding a Microsoft Teams connection
The Microsoft Teams connection requires admin approval. See Microsoft’s admin consent workflow documentation for details.
4

Toggle on reply to trigger message (optional)

If you’re using this action with the New Teams Channel Message trigger, enable Reply to Trigger Message to reply to the same channel that started the Workflow. When enabled, you only need to fill out the Message field.
Reply to Trigger Message toggle
5

Select the team

Select the team containing the channel you want to send to. You can also click the pencil icon to enter the team ID directly. You can reference variables from previous steps.
Team selector field
Team selection dropdown
6

Select the channel

Select the channel to send a message to. You can also click the pencil icon to enter the channel ID directly.
This field is only required if Reply to Trigger Message is not toggled on.
Channel selector field
Channel selection dropdown
7

Enter the subject (optional)

Enter a subject line for the message if desired.
Subject field for channel message
8

Enter the message

Enter the message to send to the channel. You can type directly or reference a variable from a previous step or the trigger.
Message field with variable reference

New channel message trigger

Trigger a Workflow from a channel message.

Send chat message

Send a message to a Teams chat from a Workflow.