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Trigger a Teams notification when an action is resolved

Automatically notify your Microsoft Teams channel as soon as an action is resolved in Lumiform using Webhooks and your favorite automation tool.

What you need

  • Plan requirement: This feature is available on Enterprise plans.
  • Permissions: Admin permissions in Lumiform to access webhook settings.
  • Third-party accounts:
    • Account on your chosen automation tool (Zapier, Make, Power Automate, or n8n)
    • Microsoft Teams account with permission to post messages to the desired channel

Step-by-step setup (example with Power Automate)

  1. Sign in to Power Automate

  2. Create a new flow

    • Click “+ Create” and select “Automated flow” or “Instant flow.”

  3. Set the trigger: “When a HTTP request is received”

    • Choose the When a HTTP request is received trigger.
    • Copy the generated HTTP POST URL.

     

  4. Register the webhook in Lumiform

    • In Lumiform, go to Administration > Webhooks.
    • Click “Add Webhook” and paste your Power Automate webhook URL.
    • Select Action resolved as the event.
    • Save your changes.

     

  5. Fetch action details (optional, advanced)

    • If you want the Teams message to include more than just the action ID, add an HTTP step in Power Automate to call the Lumiform Public API and fetch action details using the ID provided by the webhook.

  6. Add a Teams action

    • Add the Microsoft Teams – Post a message action.
    • Configure the message content—insert the action ID, status, or other details from your data.

  7. Test the flow

    • Resolve an action in Lumiform.
    • Confirm the Teams message is delivered to your chosen channel.

  8. Activate your flow

    • Save and enable the automation for continued operation.

Example use cases

  • Real-time status updates: Automatically alert the maintenance team in Microsoft Teams when a corrective action is marked as done.
  • Management visibility: Notify supervisors immediately when critical actions are resolved in the field.
  • Compliance auditing: Keep a record of resolved actions posted live to an internal audit channel.

Troubleshooting: common errors and fixes

  • No Teams message received: Check that the webhook URL is correct in Lumiform and the flow is enabled in Power Automate.
  • Message missing details: By default, Lumiform sends only the event type and record ID. Use an API request step in your flow if you need the full action data.
  • No permission to post: Ensure Power Automate is authorized to post to the desired Teams channel and you have the necessary Teams permissions.

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