Microsoft Teams integration

Kaseya Quote Manager already provides email notifications for when customers make purchases, view quotes, or accept quotes (refer to Enabling email notifications). This integration allows Microsoft Teams alerts to be triggered in addition to these email notifications. By integrating Microsoft Teams with Kaseya Quote Manager, you can attract more team members to focus on quotes and sales in real-time and, in doing so, greatly reduce the response and turnaround time for quotes and direct sales.

This article outlines the steps to integrate Microsoft Teams with Kaseya Quote Manager. After the integration is set up:

  • Channel team members will receive alerts about quotes and sales orders and will be able to open and view quotes, signed quotes, and sales orders from Microsoft Teams.

    In addition, if opportunity and ticket sync is set up via Autotask, then channel team members will also receive alerts about opportunities (quotes) and tickets (sales orders) from Autotask and will be able to open and view them from Microsoft Teams.

  • You will be able to use @mention to tag team members to respond to Kaseya Quote Manager notifications in Microsoft Teams.

In your Kaseya Quote Manager Admin Center, complete the following steps to connect the Microsoft Teams app:

  1. From the left navigation menu, click Apps, click the Microsoft Teams tile, and then click Install app.

  2. Once the installation is finished, click Connect to Microsoft Teams.

  3. Enter your Microsoft Teams login credentials and click Sign In. The Microsoft Teams page opens in Kaseya Quote Manager.

A unique webhook connector is required for each channel that you want to use for alerts. Complete the following steps to create the webhook connector:

  1. Log in to Microsoft Teams, click Teams on the left navigation menu, and then locate and select the channel that you want to use for alerts.

  2. Click Alt+P to open channel details, click Manage channel, and then click Edit.

  3. Click Configure next to Incoming Webhook.

  4. Enter a name for the incoming webhook, upload an image, and then click Create. The URL for the channel is created automatically.

  5. Copy the URL. This URL is required to create the channel in KaseyaOne - refer to Step 3: Create channels in Kaseya Quote Manager.

  6. Click Done.

The URL will appear in the channel's configured list of connectors in Microsoft Teams.

Add a channel that you want to use for alerts as shown in the following procedure.

  1. From the left navigation menu, click Apps and then click the Microsoft Teams tile.

  2. Click Add Channel on the Microsoft Teams page.

  3. On the Create New Channel dialog that opens:

  4. Click Create.

    The channel will appear in the All channels list on the Microsoft Teams page.

  1. From the left navigation menu, click Apps.

  2. Click the Microsoft Teams tile, and then click Quotes.

  3. On the Quotes page that opens:

    • Turn on the Signed Quote toggle. This enables quote alerts to be sent directly to channels in Microsoft Teams

    • Under Channels, specify which channels will receive these alerts by selecting the channel's check box.

  4. Click Save when done.

  1. From the left navigation menu, click Apps.

  2. Click the Microsoft Teams tile, and then click Sales Order.

  3. On the Sales order page that opens:

    • Turn on the Sales Order - Approval Required toggle. This enables (approval required) sales order alerts to be sent directly to channels in Microsoft Teams.

    • Turn on the Sales Order - Approved toggle. This enables (approved) sales order alerts to be sent directly to channels in Microsoft Teams.

    • Under Channels, specify which channels will receive these alerts by selecting the channel's check box.

  4. Click Save when done.

How to...

The steps to retrieve the webhook URL for a channel in Microsoft Teams are: 

  1. Log in to Microsoft Teams, click Teams on the left navigation menu, and then locate and select the channel that you want.

  2. Click Alt+P to open channel details, click Manage channel, and then click Edit.

  3. Click Configured and then click Manage next to the webhook.

  4. Copy the URL. This URL is required to create the channel in KaseyaOne - refer to Step 3: Create channels in Kaseya Quote Manager.

  5. Click Done.

Disable channels that you no longer want to use for alerts as shown in the following procedure.

  1. From the left navigation menu, click Apps and then click the Microsoft Teams tile.

  2. Click the channel that you want to disable on the Microsoft Teams page.

  3. Turn off the Channel Enabled toggle.

Refer to Disconnecting an app integration.