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Set Up to Send Notifications to Microsoft Teams (Using Workflows)

Limitations

  1. If you set up notifications using this procedure, the notifier will be displayed as "●● via Workflows." This "●●" will be the name of the user who created the workflow. If you want to change the display content, consider introducing a chatbot.
    A Teams notification whose sender is shown as a name via Workflows

1. Advance Preparation

Create a team and a channel for notifications in the Microsoft Teams app.
Create a Channel

2. Create a Workflow and Get The URL

Add a workflow to the notification channel.
1. Click the "..." icon next to the channel and click "Workflows" from the menu.
The Teams channel '...' menu with the Workflows item

  1. Click the "More workflows" button in the dialog.
    The workflows dialog with the More workflows button

  2. Click the "+ Create from blank" button.
    The workflow creation screen with the Create from blank button

  3. Enter "webhook" in the search field and click "When a Teams webhook request is received" from the search results at the bottom.
    Trigger search results with 'When a Teams webhook request is received'

  4. Select "Anyone" for "Who Can Trigger the flow?" and click the "New step" button.
    The trigger settings with Anyone selected for Who Can Trigger the flow

  5. Enter "teams" in the search field and click "Post message in a chat or channel" from the search results at the bottom.
    Action search results with 'Post message in a chat or channel'

  6. Enter each column and click "Save".

    Input Column Body
    Post as Select "Flow bot"
    Post in Select "Channel"
    Team 1. Select the notification channel you created in advance preparation
    Channel 1. Select the notification channel you created in advance
    Message Copy and paste the following string
    @{triggerBody()?['text']}

    The post message action settings for the poster, team, channel and message

  7. Click "When a Teams webhook request is received" and click the "Copy URL" button to the right of the "HTTP POST URL" field.
    The trigger screen with the Copy URL button for the HTTP POST URL

3. Pleasanter Settings

1.Select the table for which you want to set notifications, open the "Manage Table" - "Notifications" tab, and click the "Create New" button.
The Notification tab of Manage Table with the Create New button

2.Select "Teams" as the notification type, paste the URL copied in 2.8. into the address field, and click the "Add" button.
The notification settings with Teams selected and the URL pasted in the address

3.Click the "Update" button. This completes this procedure.
The Manage Table screen where the Update button saves the settings