> ## Documentation Index
> Fetch the complete documentation index at: https://support.affinity.co/llms.txt
> Use this file to discover all available pages before exploring further.

# How To Integrate Affinity With Microsoft Teams

> Help center reference

<Note>
  **How-to** — task-oriented recipe.
</Note>

Automate and expedite your workflows by integrating Affinity with Microsoft Teams.

## Getting started

1. Once you've checked the prerequisites in [Getting started with native integrations in Affinity](/s/article/Getting-started-with-native-integrations-in-Affinity) and enabled proper access to Microsoft Teams, click **Settings** on the left side of your screen.
   <img src="https://mintcdn.com/support-affinity/qbF2VQtbCOIRfyFE/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-1.jpeg?fit=max&auto=format&n=qbF2VQtbCOIRfyFE&q=85&s=0d270d1e2144889558beb4a888b084e7" alt="Teams 1" title="Teams 1" style={{ width:"27%" }} width="486" height="680" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-1.jpeg" />

2) Click on the **Integrations** tab, then click on **Microsoft Teams**.
   <img src="https://mintcdn.com/support-affinity/qbF2VQtbCOIRfyFE/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-2.jpeg?fit=max&auto=format&n=qbF2VQtbCOIRfyFE&q=85&s=b700f7ecff8ba1ce72402754a969a488" alt="Teams 2" title="Teams 2" style={{ width:"86%" }} width="1644" height="544" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-2.jpeg" />

3. If this is your first time, sign in with your Microsoft credentials to add a **New authentication**.
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-3.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=148af4727910197d270fbea924fd3c5f" alt="Teams 3" title="Teams 3" style={{ width:"64%" }} width="1670" height="1014" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-3.jpeg" />

4) Name the new authentication, then click **Create**.
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-4.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=99364d02993ea69abab004ee30bbff00" alt="Teams 4" title="Teams 4" style={{ width:"55%" }} width="1356" height="1362" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-4.jpeg" />

5. A pop-up will ask for consent to your Microsoft account — you may need to be a Microsoft/Azure admin to grant access.
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-5.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=c8fa5789aed8f6dc4335e5048d8a8953" alt="Teams 5" title="Teams 5" style={{ width:"39%" }} width="941" height="1718" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-5.jpeg" />
   * Below is an example of the Tray.io enterprise application and the permissions.
     <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-6.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=385f5cfd10d0ba3f43c610381a138fba" alt="Teams 6" title="Teams 6" style={{ width:"89%" }} width="3028" height="1374" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-6.jpeg" />

{/* SCREENSHOT 6 */}

## Affinity Field Updates to a Teams Channel

**What this integration does**: 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 — please reach out to [support@affinity.co](mailto:support@affinity.co).

1. Within the **Affinity Field Updates to a Teams Channel** integration, click **Select**.
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-7.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=bfbfed51b301433fd9be2b09e76c9423" alt="Teams 7" title="Teams 7" style={{ width:"69%" }} width="1730" height="1112" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-7.jpeg" />

2) Click **Configure new solution**.
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-8.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=eb1f81275231a625397db62c3230c65e" alt="Teams 8" title="Teams 8" style={{ width:"81%" }} width="1728" height="640" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-8.jpeg" />

3. Authenticate your **Microsoft account**. You may come across a modal stating that you "Need Admin Approval" (see [Need Admin Approval or Approval Required](/s/article/Microsoft-Troubleshooting-Need-Admin-Approval-or-Approval-Required)).

4) Then, select your **Microsoft Teams group** and **channel**, then click **Next**.
   <img src="https://mintcdn.com/support-affinity/3TPnJgceiw_3rCvI/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-10.jpeg?fit=max&auto=format&n=3TPnJgceiw_3rCvI&q=85&s=4ad18dc009e7eb3b84c84cde68a33324" alt="Teams 10" title="Teams 10" style={{ width:"55%" }} width="1262" height="1278" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-10.jpeg" />

5. Select which Affinity **field** and **field value** will be considered the trigger.
   * For **Field**, the dropdown options will be in the format: **\[List Name] Field Name**.
   * For **Field Value**, type out the field value(s) depending on what is available in the **Field**.
   * Once you're done, click **Next**.
     <img src="https://mintcdn.com/support-affinity/3TPnJgceiw_3rCvI/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-11.jpeg?fit=max&auto=format&n=3TPnJgceiw_3rCvI&q=85&s=0dd74113bd57a6968ce6992566f1d33c" alt="Teams 11" title="Teams 11" style={{ width:"61%" }} width="1278" height="1284" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-11.jpeg" />

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.
   * You can use [Affinity's API](https://api-docs.affinity.co/) to receive the relevant field IDs.
   * If you don't need additional filter conditions, you can skip this step.
     <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-12.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=5009162d8a98a735d3af39fba88d0782" alt="Teams 12" title="Teams 12" style={{ width:"70%" }} width="1610" height="1144" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-12.jpeg" />

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.
   * You can use [Affinity's API](https://api-docs.affinity.co/) to receive the relevant field IDs.
     <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-13.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=4e988851a36019bb262ef782de2b4a54" alt="Teams 13" title="Teams 13" style={{ width:"64%" }} width="1270" height="1278" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-13.jpeg" />

8) Click **Finish**, and you're all set.

## Affinity Notes from a List to a Teams Channel

**What this integration does**: 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.

* If you select a **people-type** list: Notes added to the people in that list will get pushed into the Teams channel of your choice.
* If you select an **organization-type** list: Notes added to the organizations in that list will get pushed into the Teams channel of your choice.
* If you select an **opportunity-type** list: Notes added to the people and organizations associated with the opportunities in that list will get pushed into the Teams channel of your choice.

**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**.
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-14.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=25bc9a60eaa6f8f003d2752d4a1b2d47" alt="Teams 14" title="Teams 14" style={{ width:"63%" }} width="1738" height="946" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-14.jpeg" />

2) Click **Configure new solution**.
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-15.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=be666ffce4cf7f62cd7444d4d1408d4e" alt="Teams 15" title="Teams 15" style={{ width:"79%" }} width="1384" height="542" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-15.jpeg" />

3. Authenticate your **Microsoft account**. You may come across a modal stating that you "Need Admin Approval" (see [Need Admin Approval or Approval Required](/s/article/Microsoft-Troubleshooting-Need-Admin-Approval-or-Approval-Required)).
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-16.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=a00448422441a02265f21719cedf30bf" alt="Teams 16" title="Teams 16" style={{ width:"42%" }} width="930" height="840" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-16.jpeg" />

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.
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-17.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=1ed7208050f1b5a688762136483edd60" alt="Teams 17" title="Teams 17" style={{ width:"63%" }} width="1282" height="1296" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-17.jpeg" />

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

**What this integration does**: For all notes that you/your team members add to Affinity in general (including auto-generated notes if you have [Affinity Notetaker](/s/article/How-to-set-up-and-use-Affinity-Notetaker) enabled), 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**.
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-18.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=203288064baf03e63dcf71e12ac16777" alt="Teams 18" title="Teams 18" style={{ width:"75%" }} width="1734" height="854" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-18.jpeg" />

2) Click **Configure new solution**. <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-19.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=2a2eccfa7e86a2782a2f7d066d71acf4" alt="Teams 19" width="1392" height="524" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-19.jpeg" />

3. Authenticate your **Microsoft account**. You may come across a modal stating that you "Need Admin Approval" (see [Need Admin Approval or Approval Required](/s/article/Microsoft-Troubleshooting-Need-Admin-Approval-or-Approval-Required)).
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-20.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=c48ef09b6a6673b35acc7352cb0c93a6" alt="Teams 20" title="Teams 20" style={{ width:"53%" }} width="930" height="840" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-20.jpeg" />

4) Then, select your Microsoft Teams group and channel.
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-21.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=70d3831c0f4501ddff201ff69a55b3b8" alt="Teams 21" title="Teams 21" style={{ width:"57%" }} width="1272" height="1290" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-21.jpeg" />

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

**What this integration does**: 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**.
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-22.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=05566af7a1e099ef975f705fcc539f97" alt="Teams 22" title="Teams 22" style={{ width:"67%" }} width="1738" height="900" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-22.jpeg" />

2) Click **Configure new solution**.
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-23.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=6a38f1b5087ff3031868777002d6029e" alt="Teams 23" title="Teams 23" style={{ width:"66%" }} width="1762" height="676" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-23.jpeg" />

3. Authenticate your **Microsoft account**. You may come across a modal stating that you "Need Admin Approval" (see [Need Admin Approval or Approval Required](/s/article/Microsoft-Troubleshooting-Need-Admin-Approval-or-Approval-Required)).
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-24.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=bad2380c0cbdb6f799caee28f2f4f536" alt="Teams 24" title="Teams 24" style={{ width:"43%" }} width="930" height="840" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-24.jpeg" />

4) Then, select your Microsoft Teams group and click **Finish**.
   <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-25.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=28d942f03de7e29015567a893447dcbd" alt="Teams 25" title="Teams 25" style={{ width:"53%" }} width="672" height="444" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-25.jpeg" />

5. Go to a specific organization's profile page (e.g. 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 (e.g. `stripe-notes`) where the notes will be pushed to and you're all set. <img src="https://mintcdn.com/support-affinity/Pe9noP6rbMFRh_cK/images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-26.jpeg?fit=max&auto=format&n=Pe9noP6rbMFRh_cK&q=85&s=55975188d32a688c18f05c2538816ee7" alt="Teams 26" width="1096" height="497" data-path="images/integrations-slack-teams/how-to-integrate-affinity-with-teams/teams-26.jpeg" /> **Note**: If you'd like, you can have multiple organizations direct their notes to the same Teams channel.
