How do I create a note on a Contact's Timeline in Teams Webinar using Zapier?

Hi ​@Damien.C,

Welcome to the Community.

To create a note on a contact's timeline in Microsoft Teams Webinar using Zapier, set up a trigger from a data source like Typeform or Microsoft Forms and select the appropriate event (for example, "New Form Submission"). Use Microsoft Teams or a related app to add the note for the action. If direct support isn't available, use a CRM integration or a custom API request via Zapier Webhooks. Map the trigger data to the note fields, test the Zap to confirm functionality, and activate it to automate the process.

Let us know if you have any further inquiries. 

Hi ​@JammerS 
This is not why I’m looking to do. I want to create a note in a contact or lead timeline in Dynamics 365,  not in Teams, but based on a Teams webinar activity.
I’m sorry my 1st post was not clear enough. I hope you can still help me with it though 😁

Hi there, ​@Damien.C 👋

It looks like there aren’t any triggers currently available for the Microsoft Teams app that would allow you to trigger a Zap when a webinar has been attended:

So I’d suggest contacting our Support team to submit a new feature request for that sort of trigger to be added. You can do that here: https://zapier.com/app/get-help.

That said, it looks like Microsoft has an API endpoint that would allow you to get a list of everyone who attended a particular webinar - see: Get meetingAttendanceReport. So if you have calendar events set up for each webinar you could potentially trigger the Zap when the event ends, then use either an API Request or Custom Action (Microsoft Dynamics 365 CRM) to make a call to that meetingAttendanceReport endpoint to get the details of everyone who attended. And use a Looping by Zapier action to run a Find Contact and Create Custom Entity (Microsoft Dynamics 365 CRM) actions to add a note/timeline event for each person. 

API Request and Custom Actions are more advanced but we have a general guide on how to use them here:

• Set up an API request action
• Create a custom action (and custom actions has an AI co-pilot that can build it out for you!)

Hope that helps to get you pointed in the right direction. If you run into any issues on that or have any questions just let me know! 🙂

Hi ​@SamB 
thank you for your help and spending time investigating on this 🙏

It seems, indeed, that the only way it would work would be use the API. unfortunatly for me I don’t know how to do it.
But Microsoft Teams doesn’t provide an API Request, so it’s not possible to use the GET MeetingAttendaceReport.

Regarding the Custom Entity, in Dynamics. Unfortunatly, the Marketing Activity (the one I’d like to use) only pinpoint to accounts. When it’s linked to 5 differents objects in Dyanmics, too bad.

Thanks for getting back to me ​@Damien.C! 🙂

It seems, indeed, that the only way it would work would be use the API. unfortunatly for me I don’t know how to do it.
But Microsoft Teams doesn’t provide an API Request, so it’s not possible to use the GET MeetingAttendaceReport.

I’ve just double-checked and Microsoft Teams app doesn’t have a Custom Actions option available, sorry about that! But it does have an API Request action available (at the bottom of the list):

So you can potentially use that to make a request to the GET MeetingAttendaceReport endpoint. Looking at the example in their documentation here you’d want to set the URL to:

https://graph.microsoft.com/v1.0/solutions/virtualEvents/webinars/{webinarID}/sessions/{SessionID}/attendanceReports

Then replace the {webinarID} and {sessionID} parts with the relevant IDs.

Regarding the Custom Entity, in Dynamics. Unfortunatly, the Marketing Activity (the one I’d like to use) only pinpoint to accounts. When it’s linked to 5 differents objects in Dyanmics, too bad.

It looks like the Microsoft Dynamics 365 CRM app has both API Request and Custom Actions available that you could potentially use to add the Marketing Activity:

I’m not sure what type of Marketing Activity you’re wanting to create but from what I read on the following posts from Microsoft’s own forum it looks like it would be possible—thinking that sort of approach could be used to set up the API Request action in the Zap:

• Creating an activity through the CRM WebApi
• Creating an Email activity in MS CRM through WebApi

If you do decide to give those API Request actions a try and run into any trouble just let me know—happy to lend a hand if you get stuck!