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Send a Notification to Microsoft Teams

Plecto DocsFeaturesNotifications

How does it work?

Automate team updates and get notified in your Microsoft Teams feed whenever someone triggers a notification in Plecto. You can add custom text to the notification and include dynamic values to see the exact numbers that triggered the notification.

Step 1: Add Plecto to your App Catalog

If you want Plecto to send notifications to your MS Teams feed, you first need to upload a Plecto bot to your App Catalog in Microsoft Teams.

We're working on improving the setup, but until then, this is the solution we can provide.

  1. Download the zip file here below (11KB). It contains the Plecto bot for Teams.

  2. Open Teams and click Apps in the left-side menu.

  3. Click Manage your apps > Upload an app and choose Upload an app to your org's app catalog.

  4. Upload the file.

  5. Choose a team and channel you want to add Plecto to. Plecto will be able to post messages to this channel.

  6. Click Set up a bot to finish.

  7. Proceed to Step 2 to add Microsoft Teams to your Plecto notification.

Plecto_for_Microsoft_Teams_1.0.3.zip
8.9 KB

Step 2: Add MS Teams to your Plecto notification

  1. Go to Gamification > Notifications and set up a new notification or open an existing one.

  2. Add Microsoft Teams to the notification actions.

  3. Select credentials. You have to be an admin in Teams. If you don't have credentials yet, click the plus icon ➕. You'll have to choose your region and log in to your MS Teams account and give Plecto permission to access your data.

  4. Add your team name, for example U.S. Sales. The team name is case-sensitive, so you should type it the same way as it appears in Teams.

  5. Add the channel name, for example General. This is case-sensitive, too.

  6. (Optional) Add custom text to your notification message. If the setup allows, you can add variables to the notification text – click on the little question mark to find variables. If added, you will see the actual details from the data source whenever you get the notification.

  7. Click Save to finish and create or update the notification.

  8. (Optional) Once the notification is saved, you can test it. Click the yellow Save and test button on the right of the notification action menu.