How to integrate Affinity with Microsoft Teams

To unlock the Affinity with Microsoft Teams integration by reaching out to support@affinity.co or your Affinity CSM. You will need either a Premium or Enterprise Tier account and be an account admin.

Getting started

1. Once you've done the above, click Settings on the left-side of your screen.
   
   
   
2. Click on the Integrations tab, then click on Microsoft Teams.
   
   
   
3. If this is your first time, sign in with your Microsoft credentials to add a New authentication.
   
   
   
4. Name the new authentication, then click Create.
   
   
   
5. A pop-up will ask for consent to your Microsoft account - you may need to be a Microsoft/Azure admin to grant access.
   
   
   
6. Now, jump to the relevant Microsoft Teams integration to learn more:
   1. Affinity Field Updates to a Teams Channel
   2. Affinity Notes from a List to a Teams Channel
   3. Affinity All Notes into a Teams Channel
   4. Affinity Organization Notes to a Teams Channel

Affinity Field Updates to a Teams Channel

For updates that you/your team members make to certain fields, they will be pushed to a specific Teams channel. This integration may require some additional guidance for steps 7 and 8, so please reach out to support@affinity.co.

1. Within the Affinity Field Updates to a Teams Channel integration, click Select.
   
   
   
2. Click Configure new solution.
   
   
   
3. Authenticate your Microsoft account. You may come across this modal stating that you "Need Admin Approval" (see Need Admin Approval or Approval Required).
   
   
   
4. Then, select your Microsoft Teams Group and Channel, then click Next.
   
   
   
5. Select which Affinity Field and Field Value will be considered as the trigger.
   1. For Field, the dropdown options will be in the following format: [List Name] Field Name.
   2. For Field Value, type out the field value(s) depending on what is available in the Field.
   3. Once you're done, click Next.
      
      
      
6. Add some additional filter conditions for increased specificity (optional). This requires you to know the field IDs of the Affinity fields that you're setting up the filter conditions for.
   1. You can use Affinity's API to receive the relevant field IDs.
   2. If you don't need additional filter conditions, you can skip this step.
      
      
      
7. Now, embed fields and field values as a custom message (optional). This requires you to know the field IDs of the Affinity fields that you're planning to include in your custom message.
   1. You can use Affinity's API to receive the relevant field IDs.
      
      
      
8. Click Finish, and you're all set!
   
   

Affinity Notes from a List to a Teams Channel

For any notes that you/your team members add to the list entries within a specific list, they will be pushed into a specific Teams channel.

Note: For this integration, threaded replies within a note will not be sent as notifications to the designated Teams channel. 

1. Within the Affinity Notes from a List to a Teams Channel integration, click Select.
   
   
   
2. Click Configure new solution.
   
   
   
3. Authenticate your Microsoft account. You may come across this modal stating that you "Need Admin Approval" (see Need Admin Approval or Approval Required).
   
   
   
4. Then, select which Affinity list you will sync from, along with which Microsoft Teams group and channel you'd like to push the notes into.
   
   
   
5. Click Finish and you're all set! Now, any notes added to the list entries in that specific list will also be pushed to the designated Teams channel.
   
   

Affinity All Notes into a Teams Channel

For all notes that you/your team members add to Affinity in general, they will be pushed into a specific Teams channel.

Note: For this integration, threaded replies within a note will also be sent as notifications to the designated Teams channel. 

1. Within the All Affinity Notes to a Teams Channel integration, click Select.
   
   
   
2. Click Configure new solution.
   
   
   
3. Authenticate your Microsoft account. You may come across this modal stating that you "Need Admin Approval" (see Need Admin Approval or Approval Required).
   
   
   
4. Then, select your Microsoft Teams group and channel.
   
   
   
5. Click Finish and you're all set! All notes added to Affinity will now be pushed into the specific Teams Channel as well.
   
   

Affinity Organization Notes to a Teams Channel

For any notes that you/your team members add to a specific organization, they will be pushed into a specific Teams channel.

Note: For this integration, threaded replies within notes will not be sent as notifications to the designated Teams channel. 

1. Within the Affinity Organization Notes to a Teams Channel integration, click Select.
   
   
   
2. Click Configure new solution.
   
   
   
3. Authenticate your Microsoft account. You may come across this modal stating that you "Need Admin Approval" (see Need Admin Approval or Approval Required).
   
   
   
4. Then, select your Microsoft Teams group and click Finish.
   
   
   
5. Go to a specific organization's profile page (i.e. Stripe). You will see that Affinity automatically created a custom global field titled Microsoft Teams Channel under the General tab.
6. Fill out the name of the Teams channel (i.e. stripe-notes) where the notes will be pushed to and you're all set!
   Note: If you'd like, you can have multiple organizations direct their notes to the same Teams channel.