Workflows
Quote COT-0152 APPROVED
- Client
- Aceros del Norte
- Total
- MX$184,300.00
LO
Lucía OrtegaSetting the material aside; it ships to the site Thursday.
Your sales, in a card inside your Teams channel.
Cord posts to Teams through a Power Automate flow: you paste the flow URL and your channel gets a card when a quote moves forward, without anyone opening Cord.
SearchAR
Workflows
Quote COT-0148 PAID
- Client
- Distribuidora del Bajío
- Total
- MX$48,720.00
Start a post
WITH YOUR CHANNEL'S FLOW
Microsoft retired the old connectors. Cord uses the current path.
Office 365 Incoming Webhooks are retired, so the URL Cord needs comes from a Power Automate flow on the channel: the "Post to a channel when a webhook request is received" template. You paste that URL in Cord, press Send test and a sample card appears in the channel.
- Official Workflows template in Teams
- Send a test before turning alerts on
- The URL is a credential: if it leaks, delete the flow and create another
CordMicrosoft Teams
Quote viewed, approved or rejectedCard in the channelThe events you tick
Payment received or overdueCard in the channelThe events you tick
A workflowYour own text with event dataEven with alerts turned off
EACH CHANNEL SEPARATELY
Some events to Teams, others to email or Slack.
In Settings › Notifications you tick the Teams column on the events you want: quote viewed, approved, rejected, paid, expiring and payment overdue. Each channel is ticked separately. With the Send a Teams message action in Cord Workflows you post your own text with event data.
- Email, Slack and Teams as independent columns
- Your own messages from Cord Workflows
- The workflow posts even with those alerts off
SETUP
How to connect Microsoft Teams
- 1
Create the flow in Teams
In the channel, open Workflows from the three-dot menu and use the "Post to a channel when a webhook request is received" template. Pick the team and the channel.
- 2
Copy the flow URL
When the wizard finishes, copy the flow URL; it starts with https://prod- and ends in logic.azure.com.
- 3
Paste it in Cord
In Settings › Integrations › Microsoft Teams paste the URL, save and press Send test.
- 4
Choose the alerts
In Settings › Notifications tick the Teams column on the events you want.
NO SURPRISES
What it does not do yet
We would rather you read it here than find it out halfway through.
- Today the connection uses a Power Automate flow URL; connecting with your Microsoft account and picking the team and channel from Cord is not available yet.
- If the flow is turned off or deleted in Teams, Cord cannot post until you turn it on or paste a new URL.
QUESTIONS
Microsoft Teams and Cord
Because Microsoft retired the old Teams connectors (Office 365 Incoming Webhooks). The current URL for posting to a channel is a Power Automate flow's, and that is what Cord uses.
Quote viewed, approved, rejected, paid, expiring and payment overdue. You tick them in Settings › Notifications, separately from Slack and email.
Yes, with the Send a Teams message action in Cord Workflows, using event data such as {{client}}, {{folio}} or {{total}}. It posts even with Notifications alerts turned off.
Usually the flow was turned off or deleted in Teams. Open it in Workflows and turn it on, or create another and paste the new URL in Cord.
