Microsoft Teams

Steps to Send Data from Platform to Microsoft Teams

In Microsoft Teams:

1. Login to Teams:

   • Open the Microsoft Teams application and log in with your credentials.

2. Select or Create a Channel:

   • Navigate to the desired team and either open an existing channel or create a new one by clicking on the + icon. Add the desired members to this channel if it’s new.

     

3. Access Channel Management:

   • Click on the three dots (…) next to the channel name.

   • Select Manage channel.
     

4. Navigate to Connectors:

   • Go to the Settings tab.

   • Click on the Connectors menu.

5. Configure Incoming Webhook:

   • Click on the Edit button.

     

   • In the search bar of the edit popup, type Incoming Webhooks.
     

   • Click on the Configure button next to the Incoming Webhooks connector.

     

6. Set Up Webhook:

   • Give a name to the webhook (e.g., “Platform Data Connector”).

   • Optionally, upload a logo to represent the webhook.

   • Click Create.
     

7. Generate and Store URL:

   • Wait for a few seconds until a URL is generated.

   • Copy the generated URL and store it securely.
     

   • Click Done.

In the Platform (Bolster Platform):

1. Login to the Platform:

   • Log in to the platform.

2. Navigate to Automation:

   • Click on the Integration tab, Go to Teams.
     

3. Create New Connector:

   • In the New Microsoft Teams Connector popup, provide a name for the connector.

4. Input Webhook URL:

   • In the URL field, paste the URL you copied from the Teams webhook setup.

5. Test and Save Connector:

• • • Click on Test Connector to ensure everything is set up correctly.

    • Once the test is successful, click Save.

By following these steps, you can successfully set up a connection to send data from your platform to a Microsoft Teams channel using webhooks. This integration allows for automated data transfers and notifications directly within your Teams environment.

Final Result