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Best answer

How to add different fields into message body in Microsoft Teams

  • May 11, 2022
  • 4 replies
  • 165 views
S

Hello everyone

 

I am new to zapier. I am trying to automate some dataflow from a platform called Salesforce to Teams. 

Basically what I am trying to achieve is, when a new opportunity has been made (record) it will publish it into a Teams channel chat. I have managed to set this up but the format is not how i would like it to be. 

 

right now it publishes it like this

0017Q00000HpsqVQAR0057Q000003zuDOQAYXaaSLandDenmark2022-05-12T00:00:00ZA meeting with the project ownerEmployee Referral

 

I want it to add like this:

 

Account ID: xxx

Country: xxx

Sales type: xxx

 

is there a way that we can set the format to be like this?

 

 

Best answer by Danvers

Hi @seco! 

Just to clarify what Troy means here…

 

In the message text, type ‘Account ID:’ then use the dropdown box to select the field from Salesforce. Press enter to get a new line, then do the same thing for the next field . Here’s an example:

I hope that’s clear, let us know if you have any questions!

    This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

    4 replies

    Troy Tessalone
    Zapier Orchestrator & Solution Partner
    Forum|alt.badge.img+14
    • Troy TessaloneZapier Orchestrator & Solution Partner
    • Zapier Orchestrator & Solution Partner
    • May 11, 2022

    Hi @seco 

    Good question.

    Please post screenshots with how your Zap action step for Teams is configured in order for us to have more context about how you have the variables mapped and formatted between Zap steps, thanks.

    ⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
    S
    • secoBeginner
    • Author
    • Beginner
    • May 12, 2022

    hi Troy

     

    thanks for getting back to me, below i have attached screenshots of the config. Im not sure if this is enough but would appreciate some help. 

     

     

     

    Troy Tessalone
    Zapier Orchestrator & Solution Partner
    Forum|alt.badge.img+14
    • Troy TessaloneZapier Orchestrator & Solution Partner
    • Zapier Orchestrator & Solution Partner
    • May 12, 2022

    @seco 

    You’ll need to add line breaks and labels between the variables otherwise the values will come thru as a blob of text.

     

    ⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
    Danvers
    Forum|alt.badge.img+12
    • DanversZapier Staff
    • Zapier Staff
    • Answer
    • May 13, 2022

    Hi @seco! 

    Just to clarify what Troy means here…

     

    In the message text, type ‘Account ID:’ then use the dropdown box to select the field from Salesforce. Press enter to get a new line, then do the same thing for the next field . Here’s an example:

    I hope that’s clear, let us know if you have any questions!

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