Teams channel notifications

Connect a Microsoft Teams channel so Backed posts the same notifications it posts to Slack, such as each submitted application. Teams and Slack can be connected at the same time; each gets its own post. An Administrator connects it in the Microsoft Teams section of Settings > Profile and terms, under Slack.

Before you start

You need the Can access Organisation settings permission and the permission to manage integrations. In Teams, you need to be able to add a workflow to the channel.

Get the webhook address from Teams

1. In Teams, open the channel and choose Workflows.
2. Create a workflow that starts with When a Teams webhook request is received and posts to the channel.
3. Copy the address the workflow gives you.

Older incoming webhook addresses from the Office 365 connector also work while Microsoft still accepts them.

Connect

1. Go to Settings > Profile and terms and find the Microsoft Teams section.
2. Paste the address into Webhook address.
3. Optionally, give the connection a Label, such as the channel's name. Left blank, it reads Microsoft Teams.
4. Select Connect.

Backed posts a test card to the channel before it saves anything. Once Teams accepts it, the section reads This organisation is connected to Microsoft Teams, with the label and who connected it.

If Teams does not accept the address, the field says so and nothing is saved. Check that you copied the whole address from the workflow step and try again.

The address is kept encrypted. Backed never shows it again, not even to the Administrator who connected it: to change it, disconnect and connect again with the new address.

What is posted

Each post is a card with the event, the record's number, its funding round and a link to it in Backed. Answers and the record's title are never posted. Whether a submitted application is posted is set by Post each submitted Application to connected channels, the switch in the Slack section, which governs both channels.

Send a test card

Select Send test to post a test card to the connected channel. The section says whether Teams accepted it.

Disconnect

Select Disconnect. Nothing more is posted to Teams, and the section reads Not connected. Slack is not affected.

When a post fails

Backed tries a post three times. A post that still fails is listed as a failure under Microsoft Teams in the integration logs. A failing Teams post never stops the Slack post.

See also

• Integrations home
• Integration logs
• Organisation settings