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Setting Up Osano Webhooks with Microsoft Teams Using Power Automate

Updated 4 months ago

This guide will walk you through integrating Osano with Microsoft Teams using Power Automate. By creating a flow, you can automate the receipt of real-time notifications when new Data Subject Requests (DASRs) are generated or assigned in Osano, improving speed and efficiency.


Benefits

  • Real-Time Notifications: Automate alerts for new SRRs, reducing manual effort.

  • Streamlined Process: Improve communication and response times by notifying key employees directly in Teams.


Requirements

  1. Power Automate: Permission to create new flows and admin/write access to the Teams channel or chat.

  2. Osano: Role: Admin. Administrators have permission to create webhooks within Osano. For roles and permissions, refer to Osano User Roles Documentation.

  3. Teams Permissions: Ensure you have the necessary permissions for posting cards in the target Teams channel.


Step-by-Step Instructions

Step 1: Set Up the Webhook in Osano

  1. Log into Osano:

  • Go to Settings > Webhooks.

  1. Create a New Webhook:

  • Click Create Webhook.

  • Method: Select POST.

  • URL: Leave this blank for now. You will paste the URL generated by Power Automate in later steps.


Step 2: Create a Power Automate Flow

  1. Log into Power Automate:

  • Navigate to Power Automate.

  • Ensure you have post/edit permissions for the Teams channel you plan to connect.

  1. Create a New Flow:

  • Select Create > Automated Cloud Flow.

  • Name your flow (e.g., "Osano to Teams Notification Flow").

  1. Add a Trigger Node:

  • Choose When an HTTP request is received as the trigger.

  • Save your flow to generate a Webhook URL. This will be used in Osano.

  1. Configure the Teams Notification:

  • Add an action node called Post an adaptive card in a chat or channel.

  • Set it up as follows:

    • Team/Channel: Select the target chat or channel.

    • Adaptive Card Content: Use the body output from the trigger node.

  1. Allow External Access:

  • Under the trigger node’s settings, configure it to allow Anyone to trigger the flow.

  1. Save the Flow:

  • After saving, copy the Webhook URL generated in the trigger node.


Step 3: Complete Webhook Configuration in Osano

  1. Go Back to Osano:

  • In the webhook setup, paste the copied Webhook URL into the URL field.

  1. Add in the JSON for the event

  • Example basic JSON script for Teams Messages:

{ "type": "message", "attachments": [ { "contentType": "application/vnd.microsoft.card.adaptive", "content": { "$schema": "http://adaptivecards.io/schemas/adaptive-card.json", "type": "AdaptiveCard", "version": "1.2", "body": [ { "type": "TextBlock", "text": "Notification Title", "weight": "Bolder", "size": "Medium" }, { "type": "TextBlock", "text": "This is the main content of the notification.", "wrap": true } ], "actions": [ { "type": "Action.OpenUrl", "title": "Learn More", "url": "https://www.example.com" } ] } } ] }
  1. Finalize Configuration:

  • Save the webhook in Osano.

Test your webhook using the "test"  functionality. Once confirmed, feel free to test by submitting a sample DSAR request and reviewing the results.

Congratulations! Your are all set to receive real time notifications for your DSAR processing flow!


Optional: Customize Teams Adaptive Cards

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