You can send relevant activity notifications (e.g. new elements, new comments) from Method Grid into Microsoft Teams channels and chats using our webhooks integration and Microsoft Workflows.
Please note that this integration used to use Microsoft Office 365 connectors. Microsoft retired these in August 2024, learn more here. We have updated our webhooks integration to work with their replacement Workflows feature. However, Workflows do have some limitations that the Office 365 connectors did not have:
- Workflows will send the notifications into the Teams channel/chat from the Microsoft user that configured the Workflow. This cannot be changed and is a Microsoft limitation on Workflows.
- Workflows will append a self promotion note to each notification "[name of user] used a Workflow template to send this card. Get template". This cannot be changed and is a Microsoft limitation on Workflows.
- Workflows cannot post webhook requests into private channels so you can only post these notifications in chats or public channels. This cannot be changed and is a Microsoft limitation on Workflows.
How to setup a Workflow and connect it to a Method Grid
- Open Teams and find the channel or chat you wish to send Method Grid push notifications to
- Select the ... more options button
- Select Workflows
- Select or search for "Post to a chat when a webhook request is received"
- Give your Workflow a Name
- Select your Connections (usually your Microsoft account)
- Select Next
- Ensure the correct chat/channel is selected in the Details (note this may take a few seconds to load)
- Select Add workflow
- The Workflow should now be added and the post request URL available to be copied, copy this URL
- Select Done
- Now paste this URL into the grid you wish to post notifications from following the instructions here Adding the webhook URL to a grid
- Your selected notifications will now be posted into the selected channel/chat
You can learn more about creating Teams Workflows here:
Creating a workflow from a chat in Teams
Creating a workflow from a channel in Teams
Post a workflow when a webhook request is received in Microsoft Teams
Manage Workflows
- Open Teams and find the channel or chat in which you wish to manage Workflows
- Select the ... more options button
- Select Workflows
- Select Manage
- A list of configured Workflows is displayed in which you can edit/delete as required
You can learn more about webhook request Workflows here:
Post a workflow when a webhook request is received in Microsoft Teams
Find the post URL of a Workflow
If you need the post URL again to use it with another Grid, you can find this by editing your Workflow:
- Open Teams and find the channel or chat in which you wish to manage Workflows
- Select the ... more options button
- Select Workflows
- Select Manage
- Find the required Workflow and select ... more commands
- Select Edit
- Select "When a Teams webhook request is received"
- This will expand to show the HTTP POST URL
- Copy this URL
You can learn more about webhook request Workflows here:
Post a workflow when a webhook request is received in Microsoft Teams