How to Integrate Vivantio with Microsoft Teams

INTRODUCTION

In every company, it is crucial to have effective, efficient communication, such as the ability to alert your team about new urgent issues, or let a customer know you’ve responded. Thanks to API integration and webhooks, Vivantio makes sending messages to applications such as Microsoft Teams from your department easy. If your organisation uses Slack instead, you can find a tutorial on sending out communication from Slack here.

This tutorial will show you how to configure this in Microsoft Teams and provides two examples of using notifications in the Vivantio platform.

To connect Vivantio to Microsoft Teams, you’ll need:

  1. Vivantio ITSM
  2. Admin access to your Vivantio Instance
  3. Permissions in MS Teams to create, update and remove connectors for the Team you wish to post to

CONFIGURATION IN MS TEAMS

Step 1:

Begin by logging into Microsoft Teams (MS Teams). You will then go to:

Your teams » Click on the channel within MS Teams you want to send notifications to » More options » Connectors

Connectors

Step 2:

If it’s not already installed for the selected MS Teams group, add and install Incoming Webhook. Otherwise, configure Incoming Webhook.

Configure Webhook

Step 3:

Enter a name for your webhook (this will be the username associated with messages sent into MS Teams), upload a custom image if desired, and select Create.

webhook name

Step 4:

Next, copy the URL that is created, circled in red below. This will later be used to set up the webhook in Vivantio.

Copy URL

CONFIGURATION IN VIVANTIO

Step 5:

Log into Vivantio, open the Admin Area. Navigate to:

 Integration & API » Webhooks » Add Webhooks

Then select the ticket type you want the webhook to be available for.

Add Webhook

Step 6:

Enter a name for your webhook.

Step 7:

Next, navigate to the Basic Details tab and enter the following information:

  • Request URL: Paste here the URL produced when you configured the incoming webhook in MS Teams.
  • HTTP Method: POST
  • Response Content Type: application/json

Step 8:

This next step, filling out the parameters tab, is optional. Set up parameters for the webhook by selecting Add. These are either values the technician will be prompted to complete, or populated automatically from the ticket. In this example, we have created a multi-line text field for a technician to enter the message that they wish to send into MS Teams.

Parameters Tab

Step 9:

Now, fill out the Request Body tab.

For the Request Content Type field, select application/json. The Body Template will contain the information you wish to send in MS Teams notification, such as specific text, details from the ticket or a webhook parameter. Screenshots from the Request Body of two example webhooks are given below.

Example 1:

A notification message sent into Teams that utilizes the webhook Parameter we created in the previous step.

Request Body Example 1
{"text": "{{notificationtoteams}}"}

Example 2:

A notification sent into Teams that includes details from the ticket. In this case, we use fields from the ticket. The “\n\n” signifies a line break. Note that Steps 1 through 8 were followed to create another webhook “Teams – High Priority Ticket.” Once the Request Body is filled in, click save.

Request Body Example 2
{"Title": "High Priority Ticket Logged",
"text": "Ticket Details: \n\n ID: {{ticket.displayid}} \n\n Subject: {{ticket.title}} \n\n Caller Name: {{ticket.callername}}"}

Step 10:

The last step before we can use our new webhook is to configure its roles. By default, there will be no roles assigned to the webhook. To update the roles, select the webhook and click Roles. Drag the roles you want the webhook available for into Current Roles.

Webhook Roles

Now let’s put the webhooks we set up into action!

You can use your webhook to send ad hoc notifications into MS Teams directly from a ticket window or you can execute your webhook through Trigger Rules. Two examples are given below:

Example 3:

An ad hoc message sent into MS Teams from a Vivantio ticket window

Actions » MS Teams Notification

Notification from Ticket Window

The technician is prompted to fill in the “Notification to Teams” parameter we set up in the webhook. Recall that this webhook was configured so that the text entered here will be sent into MS Teams.

Notification Message

Press OK and voila! This message is sent into MS Teams.

Notification Message in MS Teams Example 1

Example 4:

Sending a notification to an IT team’s channel in MS Teams any time a high priority ticket is logged.

In this case, you can set up a trigger rule to automatically execute the webhook when a high priority ticket is logged. Go to:

Admin area » System Areas » Select the ticket type you created the Webhook for » Business Rules » Trigger Rules

To add a trigger rule, click Add, then:

    • Enter a Rule Name and select when the condition is to be executed, either when the ticket first meets the condition (for example, if you just want people to know the ticket was created) or when the matching ticket is updated (if you want everyone to see all updates to the ticket).
    • Enter the condition(s) for the trigger. In this example, the trigger rule condition is for tickets with the priority name equal to “high.”
Trigger Rule Setup - Select Tickets

For the trigger rule “Actions” select

Webhooks » Webhook you want to fire; in this case, we chose

Teams – High Priority Ticket » Save

Trigger Rule Action

Once the trigger rule is set up, the “Teams – High Priority Ticket Webhook” will automatically send a notification with ticket details into MS Teams any time a “High Priority” ticket is logged.

Notification Message in MS Teams Example 2

CONCLUSION

There you have it! Now you can easily communicate to any team in MS Teams directly from Vivantio.

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