This integration allows Aftra to send opportunity updates to external systems via Microsoft Teams.
Step 1: Create a Teams Channel
In your Microsoft Teams application, prepare the channel where you want to receive notifications.
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Create Channel: Set up a new channel (e.g., named "Aftra Notifications").
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Settings: Ensure the channel type is set to Standard so everyone on the team has access.
Step 2: Set Up the Workflow
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Open Options: Click the three dots (
...) in the top right corner of the channel or conversation view. -
Select Workflow: Choose Workflows from the dropdown menu.
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Choose Template: In the Workflows window, search for and select the template labeled "Send webhook alerts to a channel".
Step 3: Configure the Webhook
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Review Connections: Ensure your Microsoft Teams connection is valid and click Next.
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Select Target: Choose your Team (e.g., "Andri.is") and the specific Channel (e.g., "Aftra Notifications") where alerts should be posted.
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Add Workflow: Click the Add workflow button.
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Copy URL: Once the workflow is added successfully, copy the generated URL provided in the confirmation window. Click Done to finish.
Step 4: Configure Aftra Integration
Navigate to the Create Microsoft Teams integration page within the Aftra platform.
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Display Name: Enter a name to distinguish this integration internally.
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Webhook URL: Paste the URL you generated in Step 3 into the Microsoft Teams Webhook field.
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Severity Threshold: Select the minimum severity level required for an opportunity to trigger a notification.
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Create: Click the Create button to finalize the setup.
Step 5: Verification & Troubleshooting
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Success: Navigate to the Notifications section. You should see the Microsoft Teams card marked as Active.
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Error: If you encounter a "Request failed" popup with HTTP status code: 400, it typically indicates a "Bad webhook url". Verify that the URL was copied correctly from Teams and try again.
