PLANERGY is compatible with Microsoft Teams. It allows you to integrate with your Microsoft Teams account to better manage communications with your team.
The integration allows you to efficiently request, approve, and manage purchase orders in PLANERGY by receiving notifications and updates directly in your Microsoft Teams account.
You can decide which specific notifications should be sent to your account and the channel in which you should receive your notifications.
How To Integrate PLANERGY With Microsoft Teams
You can set up the Microsoft Teams integration in your Planergy account Workflows App.
- Open Workflows app.
- Add new flow using ‘+ New Flow button’
- Find and select the template ‘Post to channel when a webhook request is received’
- Fill in the Flow name:
- Select Team and Channel and create flow.
- New workflow will be created and webhook presented. Copy it and use in the Enterprise Teams URL field.
- Navigate to PLANERGY Advanced Control > Integrations > Microsoft Teams and press Setup.
The Notifications page is displayed.
- Enter the link of the Microsoft Teams channel you copied in the MS Teams Channel Url field.
- Select the notification that you want to receive under the Purchase, Accounts Payable, Control Panel, and Shared tabs.
- Press Save. The notification confirming the successful saving of settings is displayed.
