The Microsoft Teams integration with Sortly allows Ultra, Premium, and Enterprise users to receive real-time inventory notifications directly in a Microsoft Teams channel. Follow the steps below to install and use the integration effectively.

To begin, ensure you are subscribed to an Ultra, Premium, or Enterprise plan. If you need to upgrade, please contact us at support@sortlyapp.com for assistance.

Installation

1. Go to Settings in the side panel and select Microsoft Teams.
2. Add a Target URL:
   1. Click on Step 1 to enter your Target URL. For detailed instructions on how to obtain this URL, hover over the tooltip and click on the "Learn More" link. This will direct you to the Microsoft article Create Incoming Webhooks. 
   2. Follow the instructions in the section "Create an Incoming Webhook". Choose the tab that matches your Microsoft Teams version (New Teams or Classic Teams) and add an Incoming Webhook to your Teams channel. 
3. Select Event Notifications:
4. Choose which event notifications you want to receive in Microsoft Teams. These notifications will trigger posts in your selected Teams channel. Once you’ve made your selections, click Save Changes. You can update these settings at any time.

Using the Microsoft Teams Integration

The integration is straightforward. Actions taken by you or your team members in Sortly will be posted to the Microsoft Teams channel you selected based on the event notifications you configured.

You’ll see event posts in the channel according to the selected notifications.

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