Setting Up Microsoft Teams Notifications
This article will show you how to link Clik Service with Microsoft Teams so that you can set up Teams channel notifications
You will need to log in with a user that has access to settings.
First, go to Settings > Settings.
Select ‘Communication’ and choose ‘MS Teams’. You will then need to create a webhook to allow Clik Service to connect to Teams. Please follow this guide to create your webhook.
Once you have created your webhook fill in the ‘Channel’ with the channel name and paste your Webhook URL.
Once that’s done click on ‘Add’.
Click ‘OK’. You can now create Teams notifications for that Channel.
Go to Settings > Settings.
Select Communication > Notifications. To create a new notification, click on the ‘Add’ button.
Select the module you want to create a notification from, give the notification a title then click ‘Next’.
Next, you need to create your trigger and, if needed, a condition on when the notification should be actioned.
In this example, we’re going to do a status change as the trigger. Select status by going to ‘Lookup Fields’.
We’ll also add a condition that I only want the notification to action if it’s based on an individual customer. To do this, select ‘Lookup Fields’ and choose ‘Customer’.
In this example, you will also need to click on the folder icon to find the customer you want the condition to apply to.
Once you’re happy with the trigger and condition, click ‘Next’.
Now it’s time to add the type of action you want to happen. In this case, we’re going for ‘MS Teams’.
Select Add New Action > MS Teams.
Next click on ‘Configure’. This is where you will attach your webhook for the channel you want the notification to appear in.
Select Add Recipient > MS Teams Web Hooks, select the webhook you require and click ‘Add Recipient’.
Then click ‘Close’.
Now it’s time to create the message you want to display.
Let’s put a tag in the subject line. You can also put tags in the main body of the message as well.
Select ‘Insert tags’ and find the tag you are looking for. In this case, I want the full job number which includes the prefix.
Below is an example of a completed notification message.
Click ‘OK’ and your notification will be ready to go.
Below is how it will look in your Microsoft Teams channel.