Microsoft Teams Integration

Seamlessly send submission data to your Microsoft Teams channels with our Basin-Teams integration.

Setup

I. Create a Teams Incoming Webhook

Note

This guide is for the new Microsoft Teams. To set up an incoming webhook for classic Teams, follow the steps on Microsoft's website here.

1. In the Microsoft Teams app, navigate to the channel where you want to receive the form submissions.
2. Select More Options (•••) and click Manage Channel. For non-admins of the channel, the Manage Channel menu is available under Open Channel Details in the upper-right corner of a channel.
3. In the Manage Channel menu, select Edit under Connectors.
4. In the Connectors menu, search for Incoming Webhook and select Add.
5. Choose a name for the webhook and (optionally) add an image, then click Create.
6. Copy the webhook URL shown, then click Done.

Hint

For more information on setting up an incoming webhook in Teams, see the Microsoft Teams documentation.

II. Connect the Teams Webhook to Basin

1. Open your Basin dashboard and navigate to the form you wish to integrate with Teams.
2. Go to Integrations and click Webhooks.
3. Click on Create a new Webhook.
4. In the Webhook URL field, paste the URL you copied from Teams.
5. In the Payload Format field, select Microsoft Teams.
6. Enable the webhook to send all submissions if desired.
7. Click Create Webhook.

After the webhook has been created in Basin, things should be connected. You can test your integration by submitting to your form or using the test form in your form's Setup page.