Microsoft Teams and LiveChat Integration

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Centralize customer support by routing urgent LiveChat conversations to Microsoft Teams for immediate attention. Latenode's visual editor and affordable execution pricing lets you build custom escalation rules, ensuring no customer query goes unanswered while scaling efficiently.

Swap Apps

Microsoft Teams

LiveChat

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Teams and LiveChat

Create a New Scenario to Connect Microsoft Teams and LiveChat

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft Teams, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Teams or LiveChat will be your first step. To do this, click "Choose an app," find Microsoft Teams or LiveChat, and select the appropriate trigger to start the scenario.

Add the Microsoft Teams Node

Select the Microsoft Teams node from the app selection panel on the right.

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Microsoft Teams

Configure the Microsoft Teams

Click on the Microsoft Teams node to configure it. You can modify the Microsoft Teams URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Microsoft Teams

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Run node once

Add the LiveChat Node

Next, click the plus (+) icon on the Microsoft Teams node, select LiveChat from the list of available apps, and choose the action you need from the list of nodes within LiveChat.

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LiveChat

Authenticate LiveChat

Now, click the LiveChat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LiveChat settings. Authentication allows you to use LiveChat through Latenode.

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Configure the Microsoft Teams and LiveChat Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Microsoft Teams and LiveChat Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that donโ€™t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Microsoft Teams, LiveChat, and any additional nodes, donโ€™t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking โ€œRun onceโ€ and triggering an event to check if the Microsoft Teams and LiveChat integration works as expected. Depending on your setup, data should flow between Microsoft Teams and LiveChat (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Microsoft Teams and LiveChat

LiveChat + Jira + Microsoft Teams: When a chat is deactivated in LiveChat, a new issue is created in Jira. A message is then sent to a Microsoft Teams channel to notify the team of the new issue.

LiveChat + HubSpot + Microsoft Teams: When a new chat starts in LiveChat, the automation searches for the contact in HubSpot. If the contact exists, it's updated; otherwise, a new contact is created. A message is then sent to a Microsoft Teams channel to notify the team about the new or updated contact.

Microsoft Teams and LiveChat integration alternatives

About Microsoft Teams

Use Microsoft Teams in Latenode to automate notifications and approvals. Instead of manual updates, automatically post messages based on triggers from other apps (like CRM or databases). Streamline workflows and improve team communication by connecting Teams to your automated processes without complex coding.

About LiveChat

Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context โ€“ all visually, and without code.

See how Latenode works

FAQ Microsoft Teams and LiveChat

How can I connect my Microsoft Teams account to LiveChat using Latenode?

To connect your Microsoft Teams account to LiveChat on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Microsoft Teams and click on "Connect".
  • Authenticate your Microsoft Teams and LiveChat accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I get LiveChat transcripts in Microsoft Teams?

Yes, you can! Latenode lets you automate this easily. Get chat transcripts delivered directly to a Microsoft Teams channel for review and improved team collaboration.

What types of tasks can I perform by integrating Microsoft Teams with LiveChat?

Integrating Microsoft Teams with LiveChat allows you to perform various tasks, including:

  • Send new LiveChat transcripts to a Microsoft Teams channel.
  • Create new Microsoft Teams channels from LiveChat conversations.
  • Post Microsoft Teams messages when LiveChat agents go online/offline.
  • Update LiveChat conversations with Microsoft Teams channel activity.
  • Trigger Microsoft Teams notifications from high-priority LiveChat requests.

Can I customize data sent from LiveChat to Microsoft Teams?

Yes! Latenode's advanced data mapping lets you precisely control what data is transferred, ensuring relevant information sharing.

Are there any limitations to the Microsoft Teams and LiveChat integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex workflows may require some JavaScript knowledge.
  • Large file attachments may impact performance.
  • Rate limits on Microsoft Teams and LiveChat APIs may apply.

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