Microsoft Teams delivery

The Microsoft Teams delivery sends the document generated by your process to a Teams channel. Before customizing the Teams delivery settings, you need to connect to your Teams account from the Plumsail account. For that, click Connect to Microsoft Teams.

Once you’re connected, you will see the Teams delivery settings:

Teams delivery

Select the Team and Channel. Use tokens in the Message body.

You can insert values from your data using tokens. Their list is available by clicking { }.

Let us assume your data has property invoiceNumber. In this case, you can include it using token {{invoiceNumber}}. The tokens work in the same way as in document templates including value formatters. Additionally, you can use {{@date}} token to include current date:

  • {{@date}} - full current date with time.

  • {{@date}:format(dd.MM.yyyy hh:mm)} - formatted current date.