CATEGORY: CampaignsIntegrationSettings

Teams setup: e-shot Microsoft Teams integration

In this article, we will cover the set up needed on Microsoft Teams to use its integration to e-shot. If you are looking for a full set up guide, please click here. Or if you are looking for the e-shot set up, please click here. 

Step 1: Create your Microsoft Teams Channel/Chat

 

*Please note if you already have a channel or chat you would like the e-shot information sent to you can skip to step 2. 

 

In Microsoft Teams, head to ‘Teams’ on the left-hand side navigation bar.  

From here you will find all your pre-existing channels and teams that you are already a part of.  

To create a new one, simply click the ‘+’ icon.  

And then choose ‘Create channel’. 

This will bring up the below. 

Here you can set your channel name as well choose which team the channel falls under.  

The channel type must also be set, options include ‘Private’, ‘Standard’ and ‘Shared’. 

Depending on the options you set; after clicking ‘Create’ you may be required to setup who has access to the channel. 

Once your channel is created, it will now be found under the ‘Team’ you previously selected and those who have access will be able to find it.  

See below my channel can be found under the Marketing team.  

Step 2: Creating your workflow 

 

Firstly, to get a webhook that sends a notification to your channel, you need to add ‘Workflows’ app to your Teams nav bar. You may already see this on yours as it is a Microsoft app. 

If you don't, simply click the three dots, search for ‘workflows’ and click the ‘Add’ button next to the app shown below. 

Once added as an app, workflows should now be seen in the left-hand side nav bar within Teams. When you open this app, you should see something like the below.  

*Don't forget to pin the app once open, this way you won't have to search for it every time you need it. 

The Workflows app in Microsoft Teams automates activities and connects Teams to other apps and services, in this instance e-shot. It was previously known as the Power Automate app.   

Now you have the workflows app open, the specific workflows you can use are labelled 'Post to a channel/chat when a webhook is received'. To find these in the search bar search 'Send webhook alerts to a' and you should see the two options you can use as seen below.

To continue, click on your desired workflow option to bring up the below. Your option determines whether you post your e-shot campaign to a Teams chat or Teams channel.

Once your Teams login has been verified and you have the green tick, click ‘Next’. 

On the next page, choose either:

• Your team and the channel you wish e-shot to send the hook to.

• Or if you are posting to a chat you will be able to choose one of your Teams chats.

Once chosen, click ‘Create flow’. Doing so will bring up the below. 

Here its important to copy your workflow link.

Finally, click ‘Done’.  

Your channel or chat and workflow in Teams are now setup and we’re almost ready for the e-shot side of things. 

 

 Step 3: Copying your workflows webhook 

 

To continue onto the e-shot setup, you must ensure you have copied your workflow link if you have not already done so.

Upon clicking edit you will be taken inside your workflow as seen below. Clicking on the top box will open it up and provide you with the option to copy your webhook link.

Now you have your webhook link secured, you are ready to begin the set up from within e-shot. To continue you on, please find the e-shot set up here.