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Microsoft Teams Integration

Route workflow alerts and collect quick responses right inside Microsoft Teams without leaving your chat hub.

Overview​

The Microsoft Teams integration connects XY to your Teams workspace, enabling workflows and agents to send messages, read conversations, and interact with Teams channels. This integration is ideal for workflow notifications, team collaboration, and collecting quick responses from team members.

Authentication & Setup​

  1. Navigate to the Integrations section in the XY Web App
  2. Select Microsoft Teams from the integration directory
  3. Click "Connect" and complete the Microsoft OAuth authentication flow
  4. Grant XY the necessary permissions to access your Teams workspace
  5. Configure which teams and channels XY should monitor or have access to

Post-Authentication Configuration​

After connecting, configure:

  • Team and Channel Selection: Choose which Teams and channels XY should monitor or post to
  • Message Filters: Optionally filter messages by keywords, users, or message types
  • Notification Settings: Configure when and how XY should post updates
  • Read-Only Channels: Specify channels where XY should only read, not post

Endpoints & Capabilities​

Read Operations​

  • List Teams: Retrieve list of teams in the workspace
  • List Channels: Retrieve channels within specific teams
  • Get Channel Messages: Retrieve messages from specific channels
  • Search Messages: Query messages by content, user, or date range
  • Get Thread Replies: Retrieve threaded message conversations
  • Get User Information: Retrieve user details and status

Write Operations​

  • Post Message: Send messages to channels
  • Reply to Message: Reply to existing messages or threads
  • Update Message: Edit previously posted messages
  • Upload File: Share files in channels
  • Create Channel: Create new channels (if permissions allow)
  • Mention Users: Mention specific users in messages

Configuration​

  • Manage Team/Channel Access: Add or remove teams/channels from access list
  • Configure Message Filters: Set up filtering rules for message monitoring
  • Set Notification Preferences: Configure when XY should post updates
  • Manage Permissions: Control read/write capabilities per channel

Use Cases​

  • Workflow Notifications: Post updates when workflows complete or encounter issues
  • Team Collaboration: Share workflow results and status updates with teams
  • Quick Responses: Collect quick approvals or responses from team members
  • Monitoring: Monitor key channels for important messages or alerts
  • Automated Reporting: Post regular reports or summaries to channels