Available on Research and above
Connect Microsoft Teams
Post updates to a Teams channel.
- In Teams, go to the channel, select ... (More options) and choose Workflows.
- Pick the template Post to a channel when a webhook request is received, name it and confirm the team and channel.
- Copy the URL Teams shows at the end.
- In Planning Signal, open Integrations, choose Add connection, select the Teams tab and paste the URL.
- Tick the events you want and connect, then select Send test.
If the test does not arrive
- Check the workflow is switched on in Teams and that you used the template named above.
- Check the Deliveries panel for the error message.
- Your organisation may restrict workflows. Ask your Teams administrator.
Still stuck? Email support@planningsignal.co.uk.