Microsoft Teams Integration

Any automation that supports email notifications can also send notifications to Microsoft Teams. The Microsoft Teams integration enables you to send real-time notifications from Asset Panda Pro to Microsoft Teams channels using automation workflows. This enables teams to stay informed without switching platforms.

The automation workflow enables you to trigger messages based on events, such as record updates.

The integration uses Microsoft Teams Incoming Webhooks to send messages from Asset Panda Pro to Teams channels. Multiple webhook URLs (channels) can be configured to send to different channels simultaneously based on the event type.

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Prerequisites

• Active access to Microsoft Teams with permission to create connectors in a Teams channel

• Administrative access to Asset Panda Pro

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Add the Microsoft Teams integration in Asset Panda Pro

1. Log into Asset Panda Pro with an administrator account.

2. Navigate to Settings > Account Management.

3. Expand the appropriate account and module.

4. Click Manage in the Integrations card.

5. Select Integration Store.

6. In the Microsoft Teams tile, click Add. The Integrations in this module tab is displayed.

7. In the Microsoft Teams tile, click Configure.

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Generate the Webhook URL in Microsoft Teams

1. Open Microsoft Teams and then navigate to the appropriate channel.

2. Click and then select Manage channel.

3. Under Connectors, search for Incoming Webhook.

4. Click Configure.

5. Enter a name (and optional image).

6. Click Create.

7. Copy the generated Webhook URL.

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Configure an automation in Asset Panda Pro

1. Create or edit an automation. See Automations.

2. Select a trigger (for example, Record Update).

3. For Action type, select Send Notification.

4. For Notification Type, select Microsoft Teams.

5. Click Compose.

6. For Channel URL, paste the webhook URL.

Ensure the webhook URL is active and valid.

1. Compose your message.

2. Click Save.