Workflows: MS Teams

This article explains the Microsoft Teams node that can be configured as part of Workflows. Learn more about using workflows here. This node can be used to send notifications over Microsoft Teams to other members of the organization.

Configuring the MS Teams Workflow

Click on the block and start editing on the panel that appears on the right side.

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Step name

This is the name that appears in the Workflow on the left side. If there are multiple MS Teams nodes in the workflow, set different step names like NotifyHR, NotifyFinance etc.

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Authenticate

Click on Authenticate. This will redirect you to the login page for your Microsoft account. You can select your organization's Microsoft account and give the necessary permissions. Once you have authenticated, your teams and channels will be automatically loaded.

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Select Team

Select a Team from your Teams account where you want the notifications to be sent.

Select Channel

Select a Channel from your Team where you want the notifications to be sent.

Body

Specify the body of the notification here. You can also use variables from the App to customize the body. Learn more about using variables in workflows here.

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Parent Step

Parent step refers to the function which is just above the MS Teams node. Here, it is the Start function.

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Enable this Step

This step is enabled by default. You can disable this step to prevent this step and the steps below this one from executing.

Receiving the notifications

Once the Workflow runs, notification will be received on your Teams Account in the selected Channel.

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