Integrating with MS Teams allows users to receive all notifications from Shapes in your company's Teams messenger.
Step 1: Contact your CSM to request the ZIP file
Before starting the setup, please contact your Customer Success Manager (CSM).
Your CSM will:
Provide a ZIP file required for the Teams integration setup.
Enable the required feature for your account to activate the integration.
Step 2: Upload the ZIP file to Microsoft Teams
Open Microsoft Teams.
Go to Apps.
Select Upload an app.
Click Upload a custom app.
Upload the ZIP file provided by your CSM.
Step 3: Connect the Integration in Shapes
Go to Shapes.
Open the Microsoft Teams integration page.
Click Connect.
Enter your Microsoft Tenant ID
Step 4: Test the connection
Create a test task for yourself or a colleague in Shapes to verify that notifications are being sent to Microsoft Teams.
If you have any questions, feel free to reach out to support@shapes.co