The Microsoft Teams integration

In Microsoft Teams, you set up the team and channel or channels that will generate the webhooks that establish the connection to Autotask and receive the notifications.

To create a webhook for a channel do the following:

1. In a Teams channel, click on the 3-dot menu and click Workflows.

   

2. Depending on if you want the webhook to post within a chat or channel, choose the webhook template that best suits your needs. Each template has a different authentication type.

   

   Once the workflow opens, you have the option to change its name.

3. You need to authenticate with your account to have your workflows post to the channel or chat. If you want to choose a different account to authenticate with, click Switch account Microsoft Teams more options icon and choose the account you want to use.

   

4. Once you're done updating the name and have the correct account authenticated, click Next.

5. On the next page you’ll be able to choose the team, channel, or chat that this notification will post to.

   

   NOTE  If you are using this workflow from a chat or channel these fields will auto-populate for you.

6. After filling out the required details, click Add workflow.

7. Once the workflow is created, you’ll see a new dialog with the URL that you can copy. If you ever need to copy the workflow URL again, you’ll be able to find it by opening the Workflows app within Teams, selecting the workflow that was created, selecting Edit, and expanding the trigger When a Teams webhook request is received. ​​​​​​​

Should you wish to create an incoming webhook workflow from scratch, do the following:

1. Select View more apps on the left side of Teams.

2. Open Workflows.

   

3. On the Create tab, click Create from blank.

   

4. In the search bar, search and select for the trigger When a Team webhook request is received.

   

5. Select who can trigger the workflow.

6. Click New step and choose the action Post card in chat or channel.

   

7. From the Post in drop-down, choose where the information from the webhook wil be posted. Complete all other required fields.

8. Click Save.

The final step is to configure ticket workflow rules to post notification emails to a Teams channel instead of, or in addition to, sending an email notification.

Do the following:

1. Create or edit a ticket workflow rule. Refer to Adding, editing, and copying workflow rules.

NOTE  In this first iteration, tickets are the only entity that is supported.

2. Scroll to the very bottom of the workflow rule form's General tab,
3. Select Actions: Post in Microsoft Teams Channel.
   
4. Select one or more channels to post the notifications to. You can associate up to 10 separate channels with one workflow rule.
5. Click Save & Close.

Every time the workflow rule fires, the notification will be posted to the selected channels.

At this time, only the Ticket entity is supported.

Each customer can create up to 100 Microsoft Teams connections in Autotask.

The message size and rate limits for Workflows are determined on the Microsoft side. Limits are based on your current subscription with Microsoft. For more detailed information, refer to limits of automated, scheduled, and instant flows.

IMPORTANT  This table reflects information regarding the message size and rate limits of Office 365 Connectors for Microsoft Teams. With Microsoft discontinuing the use of Connectors, this information will be deprecated at a later date. Refer to About the Microsoft Teams integration.