Add-On for Microsoft Teams and Gravity Forms
Initial Set-Up
Initial set-up is easy, but first things first: you have to have Microsoft 365 with Microsoft Teams and Power Automate.
Website Set-Up
Navigate to Forms > Settings > Microsoft Teams.
- Site Name: The site name displayed on the messages. Limited to 50 characters.
- Site Logo: Upload a logo to be used on the messages. For best results, use a small image with the same width and height around 100x100px. You can click on the "Light" and "Dark" links next to the preview image to see how it looks on both app modes.
Microsoft Teams Set-Up
- From Teams, go to Apps > Workflows > Manage Workflows (or from Power Automate, go to My flows)
- Add a New Flow using a template
- Search templates for "webhook" and choose "Post to a channel when a webhook request is received" (note that the "Post card in a chat or channel" template will NOT work)
- Connect the flow to Microsoft Teams if it is not already connected
- Click on Next (or Continue)
- Click on Create
- If setting up on Teams, your HTTP POST URL should be given right away; copy and save for later
- If setting up on Power Automate, go to Edit > click on the "When a Teams webhook request is received" trigger, then copy the HTTP URL and save for later
Connecting to Your Form
Navigate to Forms > [Choose a Form] > Settings > Microsoft Teams. Add a new feed.
- Title: This will be used as your feed name as well as the title of your Teams message
- HTTP POST URL: Paste the URL you copied from the Teams setup
- Channel Name (Optional): For reference only so you know at a glance where it goes
- Message (Optional): You can add your own message to the top if you like. Merge tags are allowed.
- Select the fields and additional information you want to include
- Hide fields with blank values: This works the same way as the entry detail screen where it will not show if the field is left blank during submission
- Include the following buttons in Teams Message: Select which buttons should be included in the Teams message; users are people that have an account on this website
- Add any conditions you want (if any)
That's it. Complete the form and see your entry appear in your Teams channel.