Microsoft Teams - how to set up alerts for Quartzy orders

Your lab can keep track of your Quartzy orders in Microsoft Teams and prepare ahead for upcoming deliveries! Read below to learn how to connect your MS Teams and Quartzy accounts, and set up alerts for your lab. 

Requirements 

  • Quartzy
    • You should have an active Quartzy account with the Lab Admin role in the lab(s) for which you want to set up alerts
  • Microsoft Teams
    • You should have an active account in MS Teams
  • Microsoft Power Automate 
    • You should have access to Microsoft’s Power Automate feature
      • In case you do not have access to Power Automate, please share this link with your IT administrator to purchase and enable this feature for you
    • An alternative to using Power Automate is the automation tool called Zapier

How to connect your accounts and configure alerts

1. In Teams, create a channel where you want the alerts to appear 

  • In the example below, we are using an existing Team called Quartzy orders, in which we created a Channel called Quartzy order status alerts to receive notifications

team_for_alerts.png

2. Configure the alerts you want to receive from Quartzy 

  • Depending on your use case, download the Teams Workflow files linked below. 
Use case name Use case description Teams Workflow

Quartzy Shop Order item shipped

Receive a Teams notification when an item ordered from Quartzy gets shipped and is assigned a tracking number Click here to download

Quartzy Shop Order item delivered

Receive a Teams notification when an item ordered from Quartzy gets delivered Click here to download

Quartzy Shop Order item backordered

Receive a Teams notification when an item ordered from Quartzy becomes backordered Click here to download

Quartzy Shop Order item cancelled

Receive a Teams notification when an order is cancelled for an item previously ordered from Quartzy Click here to download

Request Created 

Receive a Teams notification when a request is added by a user in the lab (any vendor) Click here to download 

Request Ordered

Receive a Teams notification when a request is Ordered (any vendor) Click here to download

Request Received

Receive a Teams notification when a request is marked as Received by a user in the lab (any vendor) Click here to download
  • Open the MS Power Automate tool, and navigate to My Flows 
    • Click Import > Import Package 

import_package_Automate.png

  • Click the Upload button to import the Teams Workflow package you downloaded. After you upload the file, you will see a confirmation screen like the one below. 

import_package.png

  • If the row under the section Related resources contains a warning icon in red, click the row and open the sidebar on the right side of the screen as shown below. Select the email address in the list and click the Save button. 

import_setup_sidebar.png

    • If you do not see your email address in this list, click the “+” icon next to Create New, or navigate to Data > Connections. Click the Create a Connection button on this page. 

Power_Automate_Data_Connections.png

    • On the next page, scroll down and locate the Microsoft Teams app. Double-click on the app and then click Create in the modal. 

Connections_List_Teams.png

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    • You’ll be prompted to select or sign into your MS Teams account, and then receive a confirmation screen showing the MS Teams connection!  Connection_Confirmation.png

 

    • Navigate back to the Import setup, and your email address will appear in the sidebar. Select it and click Save

Connected.png

  • Click the Import button and you will receive a confirmation screen once the package is imported. 

import_button.png 

  • Return to the My Flows tab to see the newly imported flow. Click on the kebab icon (three stacked dots) next to the flow name and select Turn On to initiate the flow.

Turn_on_workflow.png

  • Click on the flow name to enter the Settings page for the flow. Then, click the Edit button in the top left corner.edit_button.png
  • You will land on the flow details page. Click on the third step in the flow "Post message in a chat or channel." Fill in the fields as outlined below: 
Field Value
Post as  User
Post in Channel
Team Select the Team you created the channel under
Channel Select the Channel you created for the alerts 

third_step.png 

  • Next, click on the first step in the flow “When a HTTP request is received” 
    • The window for this step will expand. Click on the Copy URL icon and use it in the next step.copy_url.png
  • In your Quartzy account, locate the lab you want to integrate with Teams and navigate to Manage Labs > Developers. Click the Add webhook button.add_webhook_quartzy.png

 

  • Adding your webhook:
    • Name your webhook
      • We recommend something like "Teams alert for [event type]"
    • Paste the URL you copied into the URL field
    • Select the Event Type (only one Event Type should be selected) relevant to your use-case 
    • Click the Set Null Values to an Empty String? option
    • Click Save 

Screen_Shot_2023-05-04_at_1.23.36_PM.png

  • Back in the MS Power Automate tool, click Save, and the channel will begin to receive alerts based on the event type set up! 

alert_example_teams.png

 

Next Up: Learn how to configure Slack alerts for your lab

 

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