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Microsoft Teams Integration

Stay on top of inventory changes by sending updates to the Microsoft Teams channel of your choice. This article walks you through how the integration works, how to connect Microsoft Teams, and what the updates look like in your channel.

Ultra
Premium
Enterprise

How it works

After you connect Microsoft Teams, Sortly posts the inventory, purchase order, and job events you select to the channel you choose. Teams connects through an incoming webhook, which is a URL you create in Teams and paste into Sortly.

Connect Microsoft Teams

Connect Microsoft Teams from the Integrations page on web.

1
Select Integrations in the left menu, then select the Microsoft Teams card. You can find it under Collaboration or All integrations.
The Integrations page with the Microsoft Teams card highlighted
2
In Microsoft Teams, create an incoming webhook for the channel that will receive Sortly updates, then copy the webhook URL. For help, hover over the question mark next to Step 1: Add URL and select Learn More, or follow Microsoft's guide. Then paste the URL into the Add Target URL field under Step 1: Add URL.
3
Go to Step 2: Select notifications. Select the toggle next to each event you want to receive in Teams. To choose every event in a group, select Select All for Inventory, Purchase Orders, or Jobs.
4
Select Save Changes. You can update these settings later.
Selecting events on the Microsoft Teams Integration page, then saving changes

Use the integration

When you or a team member takes an action that matches a selected event, Sortly posts an update in the connected Teams channel.

A Sortly update in a Microsoft Teams channel showing a quantity change for an item
💡 You can add or remove events at any time. Return to the Microsoft Teams Integration page, update your selections under Step 2: Select notifications, then select Save Changes.

Frequently Asked Questions

What updates can I send to Microsoft Teams?
You can send updates for three areas. For Inventory: created, edited, moved, deleted, and low stock alerts. For Purchase Orders: created and status changed. For Jobs: created and status changed. Choose only the ones your team needs.
Which plans include the Microsoft Teams integration?
Microsoft Teams is available on the Ultra, Premium, and Enterprise plans. If you're on another plan, go to Settings, then Plan & Billing to upgrade.
Who on my team can connect Microsoft Teams?
Only account owners can connect the Microsoft Teams integration. If you're not the owner, ask them to connect it for you.
Where do I get the webhook URL?
Create an incoming webhook for your channel in Microsoft Teams, then copy its URL. On the Microsoft Teams Integration page, hover over the question mark next to Step 1: Add URL and select Learn More for Microsoft's guide.
Can I change the channel or events later?
Yes. You can update your events at any time from the Microsoft Teams Integration page. To use a different channel, create a webhook for it and replace the URL in Add Target URL.
I connected Microsoft Teams, but I don't see updates in my channel. What should I do?
First, check that the URL in Add Target URL is the webhook you created for that channel and that you selected Save Changes. Then confirm the event you expect is selected under Step 2: Select notifications.