Microsoft Teams Integration

When using Microsoft Teams Integration, messages can auto-generated for changes to accounts and customer contacts. This page describes how to set up integration for Microsoft Teams.

Setting up Connectors in your Teams Channels

For each of the Teams Channels you'd like Kapta to integrate with, you'll first need to create a connector. In the upper-right corner of the Teams Channel within Microsoft Teams, open the menu and select Connectors.

On the Connectors screen, search for the Incoming Webhook connector and click Configure.

Follow the instructions to give your new Webhook a name, and optionally add an image icon. The image will be associated with all messages posted from Kapta to that channel. Click Create when you're done.

After clicking Create, a Url for your Webhook will be generated. Copy this Url and save it, as you will need to enter this into Kapta later.

Turning on Teams Integration in Kapta

While in Kapta, choose Settings / Configuration

Click the Edit link for Integrations.

Use the slider to enable Teams integration.

On the Teams Settings, click Add Teams Connector to add connectors to the Teams channels.

Enter a name to identify your connector, and add the Webhook Url created previously (see top section). Click Save to save your connector. Add additional connectors as desired, and Save the Teams Integration settings when complete.

Once connectors have been saved, you may re-enter Integrations, select Change Configuration for Teams, and select a Default Connector. When a Default Connector is selected, messages will be posted to that Teams channel even if a channel has not been specifically selected for each Kapta account (see section below).

Assigning a Kapta account to a specific Teams channel:

Open the account, and click the Edit Account link.

In the BASIC tab, start typing the name of the desired channel in the Microsoft Teams Field, and the list will populate based on matching. To get the full channel list, type any letter and then delete it.  

Click Save. Now new account notes, contacts, contracts, opportunities, and tasks that are saved in Kapta will appear in the selected Microsoft Teams channel.