Integrating MS teams with SDP MSP using Webhooks

Integrating MS teams with SDP MSP using Webhooks

PURPOSE:

When a request is created under SDP MSP, a message is posted in the Microsoft Teams channel associated with the Account of the request.

TESTED IN BUILDS: 14500, 14503 and 14504

PROCEDURE:

STEP 1: Creating a Connector:

>> To start, create a connector that links the specific MS Teams Channel with SDP MSP. Navigate to the required Channel in a team in MS Teams, click on the three dots next to the channel, and select "Connectors".



>>In the redirected page, search for "Incoming Webhooks" and click on "Add". Once added, click on the three dots next to the channel again and choose "Connectors".



>> In the next page, click on "configure." Provide a name for the Incoming Webhook, create it, and optionally change the picture. 

>> In the next page, copy the provided endpoint URL, as it will be used in the integration.



STEP 2: Creating a Webhook in SDP MSP:

>> Under Admin > Developer Space - Webhooks - Request, create a new Webhook and assign a name.

>> Set the HTTP Method to "Post," and place the MS Teams endpoint URL under "URL."

>> The next step is to configure the "Request Payload" to define the message to be posted in the teams channel in JSON format.

For example: If the message is "A new request has been created in Account 1", the format should be as below,

{
"text":"A new request has been created in Account 1"


>> To include dynamic content like request ID or subject etc.., use the "$" symbol and select the variable from the dropdown.



>> Once all details are filled, click on Save.

STEP 3: Configuring a custom trigger:

>> Under Admin > Request Custom Trigger, create a new custom trigger.



>> The condition set here is when "Account" is "Acc1". The condition can be modified according to the requirement.

Now, when a request is created under Acc1, a message with the request details will be posted in the associated MS Teams channel.

NOTE:

>> You can include formatting options in the message content. Supported formatting options by Microsoft include:
  1. Bold Text : **bold text**
  2. Italic Text : _italic text_
  3. Strikethrough Text : ~~strikethrough text~~
  4. Bold and Italic Text : **_bold and italic text_**
For example:

Webhook in SDP MSP:



Post in MS teams:



>> Keep the connector's endpoint URL confidential, as anyone with that URL will be able to post messages in that channel.


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