Keep everyone updated with real-time messages from Upsales directly in Microsoft Teams. Send notifications for closed orders, opportunities or booked appointments. You can also trigger notifications based on stages or appointment types.
If you have the Report centre PRO add-on, you can also send Report centre dashboards to a Teams channel, right away or on a schedule. This uses the connection you make with Click to connect. See Report centre PRO.
This article covers:
- How to activate Microsoft Teams in Upsales
- Adding your webhook
- Order notifications
- Opportunity notifications
- Appointment notifications
How to activate Microsoft Teams in Upsales
- Click Settings → App Directory:
- Click Microsoft Teams:
- Click Activate:
- Click Accept terms
- Now it's time to connect your Microsoft Teams account. Click the Click to connect button:
- Sign in with a Microsoft 365 administrator account and accept the permissions. When that's done, you'll get redirected to Upsales with a connection confirmation:
Adding your webhook
Notifications are posted to a Teams channel through a webhook that you create with the Workflows app in Teams (Microsoft's guide):
- In Teams, open Workflows.
- Choose the template Send webhook alerts to a channel.
- Choose the team and channel the notifications should be posted to, and click Save.
- Copy the webhook URL from the workflow's details page.
Paste the URL in Enter your Microsoft Teams webhook in Upsales:
When you click Save, Upsales posts a test message in the channel. If the test message can't be sent, the settings are not saved and you get an error asking you to check the webhook URL.
Order notifications
Toggle order notifications to be notified when an opportunity turns into an order, or when an order is created in the order stage.
You can choose the stages notifications should be triggered. Click in the field to view and select, or leave blank to receive notifications for all stages:
Order notification trigger criteria
- Notifications trigger is enabled
- Opportunity is converted to an order
- Order is directly created in the order stage
- Order has a value
- Order has a client
- No notification has already been sent for the order
- Order close date is current day
- Order is in one of the selected stages (if you selected any)
- Order is not a subscription order
Opportunity notifications
Toggle opportunity notifications to be notified when an opportunity is created.
You can choose at which stages notifications should be triggered. Click in the field to view and select, or leave blank to receive notifications for all stages:
Opportunity notification trigger criteria
- Notify opportunities trigger is enabled
- Created in a configured stage
- Opportunity has a value
- Opportunity has a client
- Opportunity's registration time is the same as the modification time
Appointment notifications
Toggle Notify appointments to receive a notification when an appointment is booked.
You can choose which appointment types notifications should be triggered for. Click in the field to view and select, or leave blank to receive notifications for all appointment types:
Appointment notification trigger criteria
- Notify appointments trigger is enabled
- Appointment has a client
- Appointment date has not passed
- Appointment has one of the selected appointment types (if you selected any)
Click Save when you're ready: