Integration

Microsoft Teams Integration

Introduction

OvalEdge supports integration with Microsoft Teams through webhooks to receive notifications. Users who upgrade to the Microsoft Teams version must configure Workflows to receive Notifications.

Microsoft Teams - Workflow Integration

When users update Microsoft Teams to a newer version, they must update the Microsoft Teams Webhook URL to the Microsoft Teams Workflows URL to continue receiving notifications in Microsoft Teams.

The steps below explain how to configure this URL in Microsoft Teams and add the generated URL in OvalEdge.

Prerequisites

In the Administration > System Settings > Notifications, set value to workflow for ms.teams.integration.type

Steps to generate URL in Microsoft Teams

  1. Login to MS Teams with valid credentials.
  2. In the left pane, select Teams.
  3. Select + and then select Create team.
  4. Enter the team name and other details in the Create a team pop-up. Then click Create.
    Note: Team type must be selected as Public.
  5. Now, the team with a channel is created.
  6. Click on the channel’s three dots and select Workflows.
  7. In the Workflows pop-up, select Post to a channel when a webhook request is received.
  8. Enter the Name, then click Next.
  9. Click Add Workflow.
  10. The workflow has been added successfully. Copy the Workflow URL.

Integrate Workflows in OvalEdge

  1. Log into the OvalEdge application.
  2. Open profile settings by clicking the user icon at the top-right corner and select "My Profile."
  3. Click on the "Edit Profile" or the edit icon. Enter the Workflow link in the Microsoft Teams Workflow URL field.

    Then validate. After successful validation, Click Save.
  4. The Microsoft Teams Workflow URL is displayed as shown below.
  5. A success message will be sent to the chat if the test is successful.
  6. To receive notifications, users must select the check box next to Microsoft Teams in their My Profile Notification settings for the module.
  7. Users will now receive application notifications from the OvalEdge application.

Note: Users can configure only one Microsoft Teams Workflow to receive notifications.

Microsoft Teams - Webhooks Integration

Step 1: Create a Microsoft Teams space to receive notifications and generate a webhook link

  1. Log in to the Microsoft Teams Application: https://www.microsoft.com/en-in/microsoft-teams/log-in.
  2. Create a new Channel where the notifications should be received. 
  3. Click on 3 dots option and select Manage Chanel. 
  4. Go to the Connectors section and click on the edit button. 
  5. Select the Incoming Webhook and click on the Configure button. 
  6. Provide the Application's name (OvalEdge), upload the OvalEdge application logo, and click the “Create” button. 
  7. It will generate the Webhooks URL link automatically upon creation. Copy the Webhooks URL link. 

Integrate Webhook in OvalEdge

  1. Log in to the application. 
  2. Open profile settings by clicking the user icon at the top-right corner and selecting "My Profile."
  3. Click on the "Edit Profile" or the edit icon. Enter the webhook link in the Microsoft Teams ID.
  4. Click the Validate button to receive a test message in the Microsoft Channel space, then click the Save button. 
  5. A success message will be sent to the chat if the test is successful. 
  6. To receive notifications, users must select the check box next to Microsoft Teams in their My Profile Notification settings with respect to the module. 
  7. Users will now receive application notifications from the OvalEdge application.

Note: Users can configure only one Microsoft Teams webhook to receive notifications. 

 


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