Integration
BetaPost signed documents and PDF summaries to Microsoft Teams
PDFBetter works with Microsoft Teams through its Zapier and Make apps, with no code. Use it to tell a team when documents are signed and to share what a new PDF says without everyone opening it. Each run of a PDFBetter step counts as one agent & automation run on your plan.
What you can automate with Microsoft Teams
Signed contracts in a channel: Document Fully Signed → a Teams channel message with the document title and signer.
Weekly report summaries: A report PDF is saved to SharePoint or OneDrive → Summarize PDF → the summary is posted to the team.
Workflow results: Workflow Run Finished → Download PDF → the result is shared in the channel.
Set it up
Set it up
You need a PDFBetter account and a Zapier or Make account connected to Microsoft Teams. There is nothing to install.
Connect PDFBetter
In PDFBetter, go to Settings → Integrations and click Set up in Zapier or Set up in Make, then click Allow and connect when PDFBetter asks.
Add Microsoft Teams
In the same Zap or scenario, add a Microsoft Teams step and connect your Microsoft Teams account in Zapier or Make.
Map and test
Map files and fields between the steps, run a test with a real document, then turn the Zap or scenario on.
The PDFBetter steps to use
The PDFBetter steps to use
Document Fully Signed, Workflow Run Finished, Summarize PDF, Download PDF.
In Make the same steps appear in sentence case. Make also offers Watch recipient signatures and Watch new form responses, which aren't in the Zapier app.
Pricing
Pricing
This works on every PDFBetter account plan, including Free. Each PDFBetter step that runs counts as one agent & automation run; triggers and failed steps don't count.
Agent & automation runs per month: 200 on Free, 5,000 on Pro, unlimited (fair use) on Business.
Zapier's tasks or Make's operations, and your Microsoft Teams plan, are counted by those services as usual.
Plans
What each plan includes
| Free | Pro | Business | |
|---|---|---|---|
| Connect AI agents (MCP) | Included | Included | Included |
| Agent & automation runs per month | 200 | 5,000 | Unlimited |
What it doesn't do
- PDFBetter doesn't connect to Microsoft Teams directly: Zapier or Make runs the steps between them, so you need an account with one of them.
- Download links in a step's output expire after about 10 minutes, so pass files on within the same run.
- AI steps read a PDF's text layer; run Make PDF Searchable (OCR) first on scanned documents.
Microsoft Teams + PDFBetter: questions people ask
Does my organisation need to approve the connection?
Possibly. Zapier and Make connect to Teams with your Microsoft account; some organisations require an administrator to approve third-party apps first.
Do I need Zapier or Make to connect Microsoft Teams?
Yes, one of them. Both connect to Microsoft Teams and to PDFBetter; pick the one you already use. Make also has triggers for each recipient's signature and new form responses.
Does it cost extra in PDFBetter?
No. It's included on every plan, including Free; each PDFBetter step that runs uses one of your plan's monthly agent & automation runs.
Are my documents stored in PDFBetter?
Files a step works on are imported into your PDFBetter account so the step can process them, and appear in your documents, where you can delete them.