Microsoft Teams

Integration

Communication & Messaging

✓HIPAA CompliantNo Code RequiredReal-Time Sync

Microsoft Teams Integration — Automate Patient Communications

Trigger automated patient messages, reminders, and team alerts through Microsoft Teams — driven by real-time EHR events.

Triggers

Actions

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with Microsoft Teams

Automated Patient Messaging

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Send appointment reminders, follow-ups, and health alerts through Microsoft Teams triggered by EHR events — no staff intervention needed.

Team Notifications

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Alert the right staff members via Microsoft Teams when critical events happen — new referrals, urgent lab results, appointment changes.

Secure Document Delivery

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Automatically send HIPAA-compliant documents, faxes, or encrypted emails through Microsoft Teams when triggered by your EHR.

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Messaging

AgencyBloc to Microsoft Teams integration

Send messages via Microsoft Teams when new individuals are created in AgencyBlocConnect Microsoft Teams with the tools you already use

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Documentation

Microsoft Teams to Athenahealth integration

Log Microsoft Teams messages to your EHR patient record

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Messaging

DrChrono to Microsoft Teams integration

Trigger Microsoft Teams notifications from new EHR appointments

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Data Sync

Microsoft Teams to HubSpot integration

Sync Microsoft Teams contacts with your CRM

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Messaging

Microsoft Teams to Slack integration

Forward Microsoft Teams messages to Slack for team visibility

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Connect Microsoft Teams with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

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Explore Microsoft Teams triggers and actions

Cevi supports 5 Microsoft Teams triggers and 18 actions

New message in channel

Fires when a new message is posted to a channel

trigger

New chat message

Triggers when a new direct chat message is received

trigger

Meeting started

Fires when a scheduled meeting begins

trigger

File uploaded

Triggers when a file is uploaded to a channel

trigger

Team member added

Fires when a new member joins a team

trigger

Get replies

Retrieve the list of replies to a message in a channel of a team

action

Microsoft Teams API Capabilities

OAuth 2.0 (Microsoft identity platform) authentication. Real-time webhooks.

View official API documentation

Authentication

OAuth 2.0 (Microsoft identity platform)

FHIR

—

Webhooks

Yes ✓

Messaging

Channel messages
Chat messages
Replies
Rich cards
File sharing
Mentions
Message reactions

Meetings

Online meeting CRUD
Meeting recordings
Transcripts
Attendance reports

Teams

Team/channel CRUD
Membership management
Tabs/apps
Team templates

Build your Microsoft Teams automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About Microsoft Teams

Communication & Messaging

microsoft-teams

View API documentation

Quick Facts

CategoryCommunication & Messaging

AuthOAuth 2.0 (Microsoft identity platform)

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most Microsoft Teams workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.

Yes. Microsoft Teams supports webhooks/event subscriptions, which Cevi uses to trigger workflows instantly when data changes — new patients, appointment updates, lab results, and more.