The Cloudwork|PRO Teams integration allows Enterprise clients to easily add Teams as a notification channel for certain notifications. Clients must have an active Enterprise subscription in order to take advantage of this integration. If you are an Enterprise client and are interested in enabling the Teams integration for your company, please reach out to your account manager.

Teams Integration Setup

Create a Teams Channel

If you already have one or more Teams channels setup for the integration you can skip this step and jump to Step 2.

Step 1 – Create the channel(s)

In Teams, find the team that you would like to add the channel to. Then click on the ellipsis to the right of the team name. Click “Add channel”. Fill out the Channel name, Description, and choose the Standard channel type.

Step 2 – Add a workflow

Now that you have your channel created, you need to add the workflow to the channel that will allow Cloudwork|PRO to send notifications to it. Click the ellipsis to the right of the channel name, find Workflows, and click on it.

Next, on the Workflows screen, search for webhooks. Click on “Send webhook alerts to a channel”

Choose the team and channel that you want the notifications to be sent to. Save the Workflow.

Copy the webhook link and store it for later use

Add a Teams channel in Cloudwork|PRO

NOTE: The Teams integration must be enabled for your company by a Cloudwork|PRO employee. If it’s not, please contact your account rep. before proceeding.

Step 1 – Add a channel

Go to the integrations section of your company. If you don’t the + option as seen in the image below, please contact support.
Click on the + (Add icon) to add a channel

Fill in the Webhook URL (webhook link you saved earlier), Channel Name, Select Projects, and Enable the notifications to send to the channel. Once complete, click Save Configuration.

Congratulations! Your Teams integration is all setup. If you have any questions please reach out to [email protected]