The fields your office receives
| Source field | Destination |
|---|---|
| Event type | Adaptive Card heading |
| Call summary | Card text |
| Captured intake details | Labelled facts in the card |
- Direction
- Penny sends the card to the Teams Workflows webhook you configure for the destination channel or chat.
- When it happens
- After the relevant call event is processed. Teams handles the card’s delivery through the receiving workflow.
The connection posts notifications; Penny does not monitor Teams replies. A card does not mean a team member has accepted responsibility for the caller. Decide who watches the destination and follows up.
Set up the connection
- 1
Create the receiving workflow
In Teams Workflows, use the webhook-request trigger and configure the action that posts an Adaptive Card to the intended destination. Follow your Microsoft organization’s approval requirements.
- 2
Check ownership and access
Workflows belong to their owners. Add an appropriate co-owner for continuity and check who can view the destination. Configure the webhook authentication as required for Penny’s incoming request.
- 3
Enter the workflow URL in Penny
Open Microsoft Teams in Penny’s Integrations settings and save the generated webhook URL. Use the current Workflows setup described by Microsoft.
- 4
Review a test card
Leave a test message with Penny and check the resulting card. Verify the heading, summary, and captured details, then confirm who in the office will handle these notifications.
Illustrative Microsoft Teams card
- Heading
- New message
- Summary
- Existing customer asks the office to call about an estimate
- Preferred callback
- Afternoon, as reported by caller
- Customer name
- Sample Caller
Check the first result
Confirm that a test card posts successfully and that a second workflow owner can maintain the connection. Review the workflow’s run history if Teams has not posted the card.
Questions about this connection
Who should own the Teams workflow?
Assign an owner and an appropriate co-owner who can maintain the receiving workflow. Confirm the destination’s membership and test that it keeps working under your organization’s access rules.
How do I know the connection is ready?
Confirm that a test card posts successfully and that a second workflow owner can maintain the connection. Review the workflow’s run history if Teams has not posted the card.