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:
- Bold Text : **bold text**
- Italic Text : _italic text_
- Strikethrough Text : ~~strikethrough text~~
- 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.