Sending Alerts to Microsoft Teams

Ramsay Zaki

I am having issues getting this integration to work. Within Teams, I have added the Smartsheet Bot to my team. The screenshots shown in Smartsheet's setup instructions don't exist in Teams (it seems Teams has changed their setup procedures). I've tried messing around with different options but I just can't get it to work.

Specifically, I am trying to activate the bot in a Teams Channel so that I can create an Automation in a Sheet and sent the channel an Alert.

Here is a link to Smartsheet's outdated setup instructions: https://help.smartsheet.com/articles/2476201-integrate-smartsheet-with-microsoft-teams#alerts

Genevieve P.

Hi @Ramsay Zaki

It sounds like you been able to successfully find/add the Smartsheet app within Teams, is that correct? If so, then the next step would actually be within Smartsheet, in the sheet you want to build the automation from.

Can you post a screen capture of what you see when you go to create a new workflow, and all the "action" options appear at the bottom?

Here's a different article that may be more relevant: https://help.smartsheet.com/articles/2479071-receive-alerts-and-requests-in-microsoft-teams

DavidG_WFIACN

I have tried the above steps myself and when I have selected to use Microsoft Teams to send the alert to I need to select organization, etc. When I select organization (please not that it is blank) it launches a window to login to Microsoft Office. At that point it tells me that I need admin approval. Do we not have our Smartsheet integration in MS Teams setup properly?

Genevieve P.

Hi @DavidG@WFI

It sounds like your Office 365 Admin needs to approve the integration with Smartsheet; please contact your IT department and provide them with the following link: https://help.smartsheet.com/articles/2476201-integrate-smartsheet-with-microsoft-teams