Slack/Microsoft Teams Automations

To use this feature it must be turned on for you Folio Instance. You can arrange for this to be turned on by contacting Folio Support at [e-mail] or by calling [phone].

Setting up a Web Hook

Before being able to send custom notifications to Slack or Microsoft Teams you will have to set up a Web Hook in Folio. To do so click on the Admin gearwheel in the top right of the screen, then on the Admin screen select Integrations:

Then select either Slack or MS Teams:

For Slack

Go to this page on Slacks website: https://api.slack.com/apps/ and follow the instructions for creating a webhook URL. Only steps 1-3 need to be followed, which are to click on the green button that says Create your Slack App and fill out the details on the popup that appears:

Then once you have selecte Create App you will be taken to the Apps page. Click on the square that says Incoming Webhooks:

Then on the next page switch Activate Incoming Webhooks from Off to On:

This will cause some more options to appear lower in this page, so scroll down and then click on the button that says Add New Webhook to Workspace:

On the popup that appear pick a channel that the app will post to, and then click to Authorize your app.

You'll be sent back to your app settings, and you should now see a new entry under the Webhook URLs for Your Workspace section, with a Webhook URL that'll look something like this:

https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX

Then take this URL and on the Slack Integration page in Folio select Edit:

Then paste in the Webhook URL and hit Save:

Lastly you will need to select Activate before the integration can be used:

For MS Teams

Login in to your Microsoft Teams account and go to the Apps section:

In the searchbar type in Webhook, then click on Incoming Webhook:

Then select Add to a Team

Search for the Channel you want to add the notification to and click “Setup Connector”:

Setup a name for the webhook, this will be who the webhook is sending messages as in the channel. You can change the name or image later on if you want:

Click Create and then wait for it to reload, then copy the url:

Go to the MS Teams Integration in Folio and click on +Create MS Teams:

Make a name for the integration, and paste in the Webhook URL, then hit Create:

The on the integration is created it will need to be Activated before it can be used.

Setting Up the Custom Notification

Once you have set up the integrations you can have Automation Notifications sent to those URLs.  These are the instructions for setting up a automation.