Send a Microsoft Teams Notification
A guide on how to create a notification that posts messages on your Microsoft Teams activity feed whenever it gets triggered.
Last updated: April 19, 2023
Permission required
Only Global Admins and employees with access to the Notifications feature can create and manage notifications in Plecto. Learn more in Introduction to Permissions.
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 messages in Teams to be sent by Plecto, you need to add a Plecto bot to your App Catalog in Teams. We're working on improving the setup, but until then this is the solution we can provide.
- Download this file (11KB): Plecto for Microsoft Teams. It contains the Plecto bot for Teams.
- Open Teams and click Apps in the left-side menu.
- Click Manage your apps > Upload an app and choose Upload an app to your org's app catalog.
- Upload the file.
- Choose a team and channel you want to add Plecto to. Plecto will be able to post messages to this channel.
- Click Set up a bot to finish.
- Proceed to step 2 to add Microsoft Teams to your Plecto notification.
Step 2: Add Microsoft Teams to your Plecto notification
To send a notification to Microsoft Teams, you can either create a new notification or add a notification action to an existing notification.
- Go to Gamification > Notifications and set up a new notification or open an existing one.
For more help creating notifications, go to Notifications Based on a New or Updated Registration or Notifications Based on the Result of a Formula. - Add Microsoft Teams to the notification actions.
- Select credentials. If you don't have credentials yet, click the plus icon ➕ to create new credentials. 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.
⚠️ To use the Plecto bot, team and channel names must match
You added a Plecto bot to a MS Teams channel. Make sure to add the same team and channel names in steps 4 and 5 when setting up a notification in Plecto. If the names don't match, the notification won't work. The fields are case-sensitive.
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.
Tip – Add variables to give your notification more context
Whenever available, feel free to add variables such as {{ name }} or {{ members }} in the text field. If added, Plecto will send actual data from the data source such as who triggered the notification, how big the sale was, and so on. Click on the question mark icon to see the available variables.
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.
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