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Microsoft Teams and Moxo

Moxo enhances business productivity by integrating directly with Teams, allowing users to automate updates within Teams the minute an action is completed in Moxo. Our intelligent automation  manual handoffs and ensures all stakeholders remain informed and aligned.

 

Adding a Microsoft Teams Automation to a Flow Template or Instant Flow

To add a Teams automation in Moxo’s Flow Builder:

  1. Locate the desired step after which the automation should be inserted.
  2. Drag and drop Automation from the left-hand Control panel, or click the '+' icon between action steps and select Automation.



 

Adding a Microsoft Teams Automation to a Live Flow

To add automation to an active Flow Workspace:

  1. Navigate to the desired Flow Workspace.
  2. Click the "..." ellipsis icon.


     
  3. Select + Add New Action from the dropdown menu.
  4. Scroll down to choose Automation under Control.


     
  5. Locate the step where the automation is required and click + Add Here.

 

Configuring the Microsoft Teams Automation

In the automation interface, select Microsoft Teams from the available systems.

 

Step 1: Set Up App and Event

  1. Select Microsoft Teams as the application.

  2. Choose one of the following events:
    • Post a Chat Message
    • Post a Teams - Channel Message
  3. Click Next.

 

Step 2: Account Setup

  1. Click Connect to add an account, or click Choose to select from a pre-configured account.


     
  2. Once connected, click Next to proceed.

 

Step 3: Add Input Details

Depending on the selected event, fill in the required fields. Leverage Dynamic Data Reference (DDR) by clicking the “{.}” autofill icon to pull workspace metadata and action data from previous actions, ensuring dynamic and context-aware automation.

 

If you choose "Post a Chat Message":

  1. Select the Conversation: Choose from a dropdown of already created conversations in Microsoft Teams.
  2. Type a Message: Enter the message content (mandatory).

  3. Use DDR: Optionally use DDR autofill to dynamically insert data from previous actions.

     

If you choose "Post a Teams - Channel Message":

  1. Select the Team: Choose from the dropdown menu of the teams in your Microsoft Teams account.

  2. Click Next.
  3. Select the Channel: Choose the channel within the selected team.
  4. Type a Message: Enter the message.


     
  5. Once all fields are filled, click Next, review the configuration, and then click Add Automation to save.

 

Editing an Automation in a Flow Template or Live Flow

To modify an existing automation:

  1. Hover over the automation step you want to edit.
  2. Click the Edit icon.


     
  3. Modify settings, such as the app, event, account type, or input fields, as needed.
  4. Click Save Changes to apply your edits.
  5. Click the Delete icon if you wish to delete the automation.

Automations can only be edited in saved flow and action templates or live workspaces where the automation is incomplete. Once the automation step is completed, it cannot be reopened or edited further.

 

Mapping Automations and Events in a Flow

Once a Flow is initiated, click on the '...' ellipsis icon next to the Flow Workspace name and select Automations & Events. 

Here, you can view all upcoming and completed automations and events



 

Mapping the Trigger in Microsoft Teams

Triggers created in Microsoft Teams can be viewed by both internal users and clients. To verify:

  1. Go to your Microsoft Teams account.
  2. Based on the input provided within the flow, an event will be triggered in the relevant section.
  3. For example, if “Post a Teams - Channel Message” as an event is selected, the message will appear there with the exact details entered in Moxo.

 

Best Practices

  • Ensure your Microsoft Teams account is pre-configured, and have Team and Channel names readily available for smoother setup.
  • Use Dynamic Data Reference to dynamically link user inputs, form data, and metadata, enhancing automation flexibility.
  • Periodically review automations in your flow to ensure they align with updated communication structures or project workflows.
  • Before deploying in a live environment, test automations in a sandbox or test flow to verify correct message delivery.
  • Ensure the Teams account used for automation has appropriate permissions to post messages in the selected conversations or channels.