Set up Microsoft Teams to use multi-channel alerts

Set up multi-channel alerts to post to a channel in your company’s Microsoft Teams

  3 minute read  

Prerequisites

  • Set up or identify the Microsoft Teams channel for Cloud Management Platform (CMP) alerts.
  • Log in to the Microsoft Teams application.

Quick setup

  1. Create a new workflow in Microsoft Teams on the desired team.
  2. Copy the URL from the workflow.
  3. Create a Microsoft Teams alert channel in CMP.
  4. Enter the URL copied from the workflow.

Create a workflow in Microsoft Teams

  1. In your Microsoft Teams application, select the channel you want to receive alerts. You can also create a new team and channel for the alerts.

  2. On the channel, select the ellipsis menu […].

  3. In the search field, type Workflows, or select + Apps and type Workflows in the search bar. The search results are displayed.

    Screenshot: in the search field, type Workflows, or select + Apps and type Workflows in the search bar

  4. Find the required workflow and select its Add button.

  5. Select the template Post to a channel when a webhook request is received.

  6. Enter the flow name, for example “Cloudbolt Alert”. Select Next.

    Screenshot: enter the flow name, for example “Cloudbolt Alert”

  7. Select the Microsoft Teams team and channel as required.

    Screenshot: select the Microsoft Teams team and channel as required

  8. Select Create a Flow.

  9. Your workflow is created. You can run it by making a POST request to the displayed URL.

    Screenshot of the created workflow, showing its URL.

    Copy the URL. You use this URL in the multi-channel alert channel in CMP.

  10. Select Done. The flow name is displayed in the workflow home dashboard:

    Screenshot: select Done

  11. Select the created flow name, for example “Cloudbolt Alert”, then select the edit icon (upper left) to update the workflow.

  12. On the edit page, you may see two steps. The first contains the workflow URL you use in CMP. Do not remove the first step; it is required. The second step is the action to take for this workflow.

  13. Remove the action by selecting the ellipsis (…) and selecting Delete.

    Screenshot: remove the action by selecting the ellipsis (…) and selecting Delete

  14. Select New steps > Standard > Microsoft Teams > Post a message in a chat or channel.

    Screenshot: select New steps > Standard > Microsoft Teams > Post a message in a chat or channel

  15. Fill out the form as follows:

    • Post as: user
    • Post in: Channel
    • Team: the team you created or selected in step 1. Example: support-alerts
    • Channel: the channel from step 1 you want to receive alerts. Example: General
    • Message: select Body from dynamic content
    • Subject: a subject for your alert

    Screenshot: the completed Post a message in a chat or channel form

  16. Select Save.

  17. Use the URL you copied in step 9 in CMP.

  18. You can also see the alert status in Teams. Go to Workflow > Home > flow name, then scroll down.

Create a Teams alert channel in CMP

  1. In CMP, select Admin > Multi-Channel Alerts > Add.
  2. Select Microsoft Teams.
  3. In the New Alert Channel - Microsoft Teams dialog, enter the following:
    • A name for your alert.
    • The Incoming Webhook URL you copied in Create a workflow in Microsoft Teams, step 9.
    • Alert Categories. The built-in categories are cloudbolt.admin and cloudbolt.security.
  4. Select Create.

Outcomes

Test the integration by logging out of CMP and back in. A message should be sent to the designated Microsoft Teams channel.