How do I Integrate Cayzu with Microsoft Teams?

Updated: 05/26/2022
Article #: 317


Cayzu allows you to automatically sync your tickets into your company's Microsoft Team channels.


To enable the integration, follow these steps:


1. Log in to your Cayzu Help Desk portal with an administrative MICROSOFT account that is ALSO a Cayzu admin account.

Note: Administrative Microsoft account is required to authenticate the integration in Microsoft's portal.

2. Click on Admin (left menu)

3. Click on App Integration.

4. Click ON next to the Microsoft Team icon.

5. Authorize the Team App and you'll be returned to your Cayzu portal.

6. Select the desired Team and Channel that you would like your tickets posted to and Click Save.

7. From the left menu, Click Personalize and then Manage Assignment Rules.

8. Click Add New Rule.

9. Specify a Rule Name and Description (For example: Team Assignment rules - Pushes tickets to Team).

10. Specify the conditions for the assignment.

11. Under Actions, select the Action and the Team Channel that you desire to push the message to.

12. Click Save.

13. Now Create a new Ticket matching the conditions that you specified in Step 10 above and Click Save.  

14.  Now log in to your Teams Account to confirm that the ticket was pushed to your appropriate Team channel.  


You are now all set! Your tickets will now be passed to Team automatically.





Want more information on Cayzu Help Desk? Visit https://www.cayzu.com

 






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