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ALERTS: Microsoft Teams (Power Automate Flow)

ALERTS: Microsoft Teams (Power Automate Flow)

Content

Microsoft Teams - Overview

This integration requires that you have a pre-existing Microsoft Teams Channel for the incoming webhook to post to.

If you do not have a Channel created, you can follow the Microsoft KB here:

https://support.microsoft.com/en-us/office/create-a-standard-or-private-channel-in-microsoft-teams-fda0b75e-5b90-4fb8-8857-7e102b014525

Getting Started: Creating Microsoft Teams Webhook

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  • Search for the template named ‘channel' and select the ‘Send webhook alerts to a channel’ option.

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You may need to sign in or tap Continue

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  1. Edit the Flow 

  • Click on Edit in the advanced flow options. 

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  1. Modify the Flow 

  • Remove the Adaptive Card Step

  • Locate the step involving the Adaptive Card and delete it by tapping on the card option and then clicking the three-dot action menu in the top right

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  • Tap on the OK to confirm deletion

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  • Add a New Action by tapping the + sign and searching for ‘post message’ and choosing the Microsoft Teams option for ‘Post message in a chat or channel’ as shown here:

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Configure the New Action

  • Set Post As: User 

  • Set Post In: (Select the Channel you want)

  • Set your Team: (Select the appropriate team) 

  • Set your Channel: (Select the appropriate channel) 

  • Add Message Content: 

In the message body, insert the following functions. You must enter a forward slash ( / ) first and select Insert expression.

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Copy and past the two statements below; each must be done separately.

triggerBody()?['Title'] 

triggerBody()?['Text'] 

Click Add after inserting each function, one at a time.

  1. Save the Workflow 

  • After configuring all parameters, click Save to save the workflow. 

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  1. Copy the Webhook URL 

  • Go to the first step of the flow and copy the generated URL. 

  • Save the workflow to finalize the setup. 

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  1. Workflow Ready 

  • Your workflow is now ready to use. You can send a webhook request to the copied URL to post messages to the specified Microsoft Teams channel.  

Microsoft Teams Setup in ConnectSecure

Login to ConnectSecure and navigate to Global > Integrations > MSTeams

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Credentials

Tap on the ( + ) to add a new set of creds

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Complete the required fields:

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Tap Save to complete.

Event Set

Configure any desired Event Sets (Alerts); see our Event Sets for Integration Alertingpage for more details.

Integration Rules

This is where you associate a name to the Event Set for the alerting to take place; we typically use parity here and match up the Name to the Event Sets so you can easily identify them.

Company Mapping

Map companies between ConnectSecure and the Integration Rules, to trigger MSTeams alerts.

  • Tap on the Add button

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  • Select your Local (ConnectSecure) company

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  • Select the Integration Rule(s) that you wish to apply to the company. You can set one, or multiples, using the check boxes.

Integration Rules need to be configured BEFORE you can map them here

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  • Lastly, check the box for ‘Create MSTeams Alert’ to enable the webhook alerting.

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  • Tap ADD then Finish to complete.

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  • To make changes, you can tap the three-dot Action menu, then Edit, or Delete.

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  • There is also an option to ‘Copy Settings’ which allows you to copy the Integration Rules selections to other companies.

The company must be mapped BEFORE you can choose to Copy Settings to it.

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