You can now automate Teams messages/notification directly from your Force24 account using Apps in Journeys.
In order to send a Teams notification/message within a journey:
- In your Force24 account, navigate to Journey manager.
- Click the name of a journey to edit an existing journey. Or click new journey to create a new journey.
- In right hand panel, drag and drop ‘Apps’ onto the journey builder grid.
- You can then select the ‘Teams’ app and then 'configure' to begin using; the component can be used to send a message to a teams channel or an individual/person/user.
- To notify individual Teams users, click the Action Type dropdown menu, then select the ‘send message to individual/user/person to notify them.
- To notify a Teams channel, click the Action Type dropdown menu and select Send message to channel.
If you have never used the ‘Teams’ app before within journeys, you will need to authorise your connection. A pop up will appear allowing you to login to your Teams account you wish to send the notifications from (The account used to set this connection up, will be who the message ‘appears’ as from. You can set up multiple connections in different apps if you need these messages to come from different people.)
Once you are logged in and the app has been authorised, you will be able to select a channel/or user from the drop down that you wish you use.
When you're done, click Save and build your journey as normal. Then once a record is enrolled in the journey and the action is executed, the notification will be sent to the selected Teams user or channel.