Microsoft Teams Integration

Receive marketplace notifications directly in Microsoft Teams.

Overview

The Microsoft Teams integration delivers real-time notifications about your marketplace activities directly to your Teams channels. Keep your team informed without leaving their collaboration hub.

Features

Real-time Alerts: Instant notifications for key events
Adaptive Cards: Rich, interactive message format
Channel Routing: Different events to different channels
Action Buttons: Take action directly from Teams
@Mentions: Tag specific team members

Prerequisites

Microsoft Teams workspace
Admin or app installation permissions
Microsoft 365 account
Automatum Professional or Enterprise plan

Setup

Step 1: Connect Microsoft Teams

Navigate to Settings > Integrations > Microsoft Teams
Click Connect Microsoft Teams
Sign in with your Microsoft 365 account
Review and grant permissions
Select your Teams workspace

Step 2: Grant Permissions

Automatum requests these permissions:

ChannelMessage.Send - Send messages to channels
Chat.ReadWrite - Send direct messages
Team.ReadBasic.All - List teams and channels
User.Read - Read user profile

Step 3: Configure Default Channel

Select team for notifications
Choose default channel
Test connection

Step 4: Configure Events

Select which events trigger Teams notifications:

Enable/disable per event type:

[ ] Private offer created
[x] Private offer accepted
[x] Private offer expired
[x] Contract expiring (30 days)
[x] Contract renewed
[x] Metering failure
[x] Revenue milestone

Channel Configuration

Route Events to Channels

Send different events to specific channels:

Event Category	Suggested Channel
Sales wins	General or Sales
Contract alerts	Customer Success
Technical issues	Engineering
All events	Marketplace Alerts

Configure routing:

json

{
  "routing": {
    "private_offer.accepted": {
      "team": "Sales Team",
      "channel": "Wins"
    },
    "contract.expiring": {
      "team": "Customer Success",
      "channel": "Renewals"
    },
    "metering.failed": {
      "team": "Engineering",
      "channel": "Alerts"
    },
    "default": {
      "team": "Marketplace",
      "channel": "General"
    }
  }
}

Private Channels

To send to private channels:

Ensure Automatum app is added to the channel
Select the channel in routing settings
Save configuration

Message Formats

Adaptive Cards

Notifications use Microsoft Adaptive Cards for rich formatting:

Private Offer Accepted:

json

{
  "type": "AdaptiveCard",
  "body": [
    {
      "type": "TextBlock",
      "text": "🎉 Private Offer Accepted",
      "weight": "Bolder",
      "size": "Large"
    },
    {
      "type": "FactSet",
      "facts": [
        { "title": "Customer", "value": "Acme Corporation" },
        { "title": "Product", "value": "Enterprise Plan" },
        { "title": "Value", "value": "$50,000/year" },
        { "title": "Duration", "value": "12 months" },
        { "title": "Marketplace", "value": "AWS" }
      ]
    }
  ],
  "actions": [
    {
      "type": "Action.OpenUrl",
      "title": "View Offer",
      "url": "https://console.automatum.io/offers/offer_123"
    },
    {
      "type": "Action.OpenUrl",
      "title": "View Customer",
      "url": "https://console.automatum.io/customers/cust_456"
    }
  ]
}

Message Examples

Contract Expiring:

⚠️ Contract Expiring Soon

Customer: Acme Corporation
Product: Professional Plan
Expires: February 15, 2026 (30 days)
Current Value: $25,000/year

Action Required: Initiate renewal conversation

[Create Renewal Offer] [View Contract] [View Customer]

Metering Failure:

🚨 Metering Event Failed

Customer: Acme Corporation
Product: API Gateway
Dimension: api_calls
Quantity: 10,000
Error: INVALID_DIMENSION

[View Details] [Retry] [Dismiss]

Revenue Milestone:

🏆 Revenue Milestone Reached!

Milestone: $1,000,000 Monthly Revenue
This Month: $1,024,500
Growth: +15% vs last month

Great work team! 🎊

[View Analytics]

Interactive Actions

Action Buttons

Click buttons in Teams to take action:

Available Actions:

View offer/contract/customer
Create renewal offer
Retry failed metering
Acknowledge alert
Open in Automatum

Quick Replies

Respond directly from Teams:

Approve/reject requests
Add notes
Assign to team member

@Mentions

Mention Users

Tag specific users in notifications:

Go to Settings > Integrations > Microsoft Teams
Configure mention rules:

json

{
  "mentions": {
    "private_offer.accepted": {
      "condition": { "value": { "gt": 100000 } },
      "users": ["john@company.com", "sales-lead@company.com"]
    },
    "metering.failed": {
      "users": ["engineering-lead@company.com"]
    }
  }
}

Mention Channels

Tag entire channels for urgent notifications.

Notification Schedule

Business Hours

Limit notifications to business hours:

Enable Business Hours Only
Set timezone
Define hours (e.g., 9 AM - 6 PM)
Select business days (Mon-Fri)

Outside hours behavior:

Critical alerts: Still sent immediately
Non-critical: Batched for next business day
Or held for morning digest

Focus Time

Respect Teams Focus Time:

Notifications queued during focus
Delivered when focus ends
Critical alerts still sent

Daily Digest

Receive a summary instead of individual alerts:

Contents:

New customers
Offers sent/accepted
Revenue summary
Upcoming renewals
Action items

Delivery: Configurable (default 9 AM)

Customization

Custom Message Templates

Modify notification content:

Go to Settings > Integrations > Microsoft Teams > Templates
Select notification type
Edit template using variables
Preview and save

Available Variables:

{{customerName}} - Customer company name
{{productName}} - Product name
{{value}} - Contract/offer value
{{vendor}} - AWS or Azure
{{date}} - Relevant date
{{link}} - Link to Automatum
{{assignedTo}} - Account owner

Brand Colors

Customize card colors:

Header color
Accent color
Action button colors

Bot Commands (Coming Soon)

Query data directly in Teams:

Planned Commands:

/automatum status - System status
/automatum customer [name] - Customer lookup
/automatum revenue [period] - Revenue summary
/automatum help - Available commands

Multi-Tenant Support

Connect Multiple Tenants

For organizations with multiple Microsoft 365 tenants:

Connect primary tenant
Click Add Another Tenant
Sign in with tenant credentials
Configure per-tenant routing

Cross-Tenant Notifications

Send notifications across tenants:

json

{
  "event": "private_offer.accepted",
  "tenants": [
    { "id": "tenant_1", "team": "Sales", "channel": "Wins" },
    { "id": "tenant_2", "team": "Partners", "channel": "Updates" }
  ]
}

Security

Permissions Used

Permission	Purpose
ChannelMessage.Send	Post to channels
Chat.ReadWrite	Send direct messages
Team.ReadBasic.All	List teams/channels
User.Read	User information

Data Access

Automatum does NOT read Teams messages
Only sends outbound notifications
No message history access
Limited to granted permissions

Disconnect

To remove integration:

Go to Settings > Integrations > Microsoft Teams
Click Disconnect
Confirm removal

This revokes all permissions immediately.

Troubleshooting

Not Receiving Notifications

Check:

Microsoft Teams app is connected
Channel exists and app has access
Notification type is enabled
Not in quiet hours
Check Teams notification settings

Solutions:

Reconnect Microsoft Teams integration
Re-add app to channel
Review event routing
Test with different channel

Messages Not Formatting

Check:

Adaptive Cards enabled in Teams admin
No conflicting Teams policies
Template syntax is valid

Solutions:

Check Teams admin settings
Verify template configuration
Test with default template

Actions Not Working

Check:

User has Automatum account
User has appropriate permissions
Action URL is accessible

Solutions:

Link Teams user to Automatum
Check user role in Automatum
Verify SSO configuration

API Reference

Send Custom Message

bash

POST /api/integrations/teams/send
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json

{
  "team": "Sales Team",
  "channel": "General",
  "message": {
    "type": "AdaptiveCard",
    "body": [
      {
        "type": "TextBlock",
        "text": "Custom notification"
      }
    ]
  }
}

Test Connection

bash

POST /api/integrations/teams/test
Authorization: Bearer YOUR_API_KEY

Best Practices

Channel organization - Use dedicated channels for different event types
Limit notifications - Don't overwhelm with too many alerts
Business hours - Respect team availability
Clear actions - Make next steps obvious
Test first - Verify setup before going live

Next Steps

Need Help?

Contact support@automatum.io for Microsoft Teams integration assistance.

Microsoft Teams Integration ​

Overview ​

Features ​

Prerequisites ​

Setup ​

Step 1: Connect Microsoft Teams ​

Step 2: Grant Permissions ​

Step 3: Configure Default Channel ​

Step 4: Configure Events ​

Channel Configuration ​

Route Events to Channels ​

Private Channels ​

Message Formats ​

Adaptive Cards ​

Message Examples ​

Interactive Actions ​

Action Buttons ​

Quick Replies ​

@Mentions ​

Mention Users ​

Mention Channels ​

Notification Schedule ​

Business Hours ​

Focus Time ​

Daily Digest ​

Customization ​

Custom Message Templates ​

Brand Colors ​

Bot Commands (Coming Soon) ​

Multi-Tenant Support ​

Connect Multiple Tenants ​

Cross-Tenant Notifications ​

Security ​

Permissions Used ​

Data Access ​

Disconnect ​

Troubleshooting ​

Not Receiving Notifications ​

Messages Not Formatting ​

Actions Not Working ​

API Reference ​

Send Custom Message ​

Test Connection ​

Best Practices ​

Next Steps ​

Need Help? ​

Microsoft Teams Integration

Overview

Features

Prerequisites

Setup

Step 1: Connect Microsoft Teams

Step 2: Grant Permissions

Step 3: Configure Default Channel

Step 4: Configure Events

Channel Configuration

Route Events to Channels

Private Channels

Message Formats

Adaptive Cards

Message Examples

Interactive Actions

Action Buttons

Quick Replies

@Mentions

Mention Users

Mention Channels

Notification Schedule

Business Hours

Focus Time

Daily Digest

Customization

Custom Message Templates

Brand Colors

Bot Commands (Coming Soon)

Multi-Tenant Support

Connect Multiple Tenants

Cross-Tenant Notifications

Security

Permissions Used

Data Access

Disconnect

Troubleshooting

Not Receiving Notifications

Messages Not Formatting

Actions Not Working

API Reference

Send Custom Message

Test Connection

Best Practices

Next Steps

Need Help?