WorkflowGen and Teams integration with Microsoft Power Automate

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This article will show you how to use Microsoft Teams to validate a request in WorkflowGen.

Click the link to watch the video demonstration: English / Français

Prerequisites

• WorkflowGen 7.17 or later
• Administrator access to Microsoft Teams
• WorkflowGen Hooks connector
• Microsoft 365 Plan with Power Automate

Power Automate configuration

Step 1: Create a new connection to Teams

1. Go to flow.microsoft.com. From the left menu, click Data, then click Connections.
   
   

2. Click New connection.
   
   

3. Search for Microsoft Teams.
   
   

4. Click Create and connect with your Microsoft account.

Step 2: Create a new connection to WorkflowGen

1. Go to flow.microsoft.com. From the left menu, click Data, then click Connections.
   
   

2. Click New connection.
   
   

3. Search for your custom WorkflowGen connector.

4. Set the hooks token created on your WorkflowGen instance.
   
   

Step 3: Create the Purchase request - Teams flow

1. Go to flow.microsoft.com. From the left menu, click My flows, then click Import.
   
   

2. Download the PurchaseRequest-Teams.zip package available here and import it.

3. For each related resource, click Select during import.
   

   

4. Set the right connection and then click Import.
   

   

5. Go back to My flow and refresh the page. Your imported flow should appear.
   

   

6. Select the created flow, then click Edit.
   
   

7. Click on the first action, When a HTTP request is received, and copy the HTTP POST URL, which you’ll need to configure WorkflowGen.
   
   

WorkflowGen configuration

1. In the WorkflowGen Administration Module, import the PURCHASE_REQUEST_TEAMS process.

2. In the Workflow Designer, click the SEND_ACTION_TO_TEAMS action.

3. On the Parameters tab in the Edit action panel, click the APP_URL parameter.

4. Add the URL that you copied from Power Automate earlier as a text value to send.
   

   

5. The manager to notify is predefined, so you need to change the user in the user parameter and set your email address.