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Overview

Stay on top of every deal without leaving Teams. The Flowla × Microsoft Teams integration allows your team to stay on top of deal activity without leaving Teams. Once connected, Flowla can send automated notifications to any Teams channel or directly to individual users whenever key events happen in your rooms — like a prospect downloading an asset, viewing a room, or leaving a comment.

Channel notifications

Route alerts to shared channels so your whole team sees deal activity as it happens.

Direct messages

Send notifications privately to individual team members.

Room owner alerts

Flowla detects who owns a room and notifies them automatically.

Granular control

Choose which events trigger notifications and configure separate rules per recipient.

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Requirements

Before setting up the integration, make sure you have:
  • A Microsoft 365 account with permission to grant admin consent for your organization (typically a Teams or Azure AD administrator)
  • The Flowla Teams bot installed in at least one Teams team (required for sending notifications to channels and DMs — see Installation below)
  • Admin access in Flowla to manage integrations

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Setting Up the Integration

The setup has two parts:
1

Connect your Microsoft tenant

Authorizes Flowla to communicate with your Microsoft 365 environment.
2

Install the Flowla bot

Adds the Flowla bot to your Teams workspace so it can send messages.
Both steps are required. You can send notifications to channels or DMs only after the bot has been installed in a team.

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Part 1 — Connect Your Microsoft Tenant

1

Open the integration settings

In the left sidebar, click Integrations, then select Microsoft Teams and click Connect.
2

Sign in to Microsoft

You will be redirected to a Microsoft login page. Sign in with your Microsoft 365 account and review the permissions Flowla is requesting.
3

Grant consent

Depending on your Microsoft permissions, one of two things will happen:
1

Accept permissions

Click Accept on the Microsoft permissions screen.
2

Return to Flowla

You will be redirected back to Flowla — your tenant is now connected. Proceed to Part 2.
This authorization grants Flowla permission to read your Teams structure (teams, channels, members) and send messages via the Flowla bot. It does not give Flowla access to your Teams messages or files.

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Part 2 — Install the Flowla Bot

The Flowla bot must be installed in at least one Microsoft Teams team before notifications can be sent. Choose the option that fits your use case:
To send notifications to a Teams channel, install the Flowla bot directly into the team that contains the channel.
1

Open Microsoft Teams

Navigate to the team where you want to receive Flowla notifications.
2

Open team settings

Click the … (More options) next to the team name → Manage team.
3

Go to the Apps tab

Click Get more apps (or Add an app).
4

Install Flowla

Search for Flowla in the Teams App Store, click Add → select Add to a team, choose the team, and click Set up a bot.
Once installed, Flowla can post to any channel in that team. You will see a welcome message from the Flowla bot in the General channel confirming the installation.
Only standard (public) channels are supported. Private channels are not available.

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Available Notifications

You can configure Flowla to notify you whenever any of the following events occur in your rooms:
NotificationDescription
Asset DownloadedA visitor downloaded a file or asset from a room
Comment AddedA visitor or team member added a comment in a room
Room ViewedA visitor opened and viewed a room
Room SharedA room was shared with a new recipient
Reaction AddedA visitor or team member commented in the room with an emoji or reaction in mobile view
Task CompletedA task inside a room was marked as complete
Overdue ReminderA task or action item in a room is past its due date
You can enable any combination of these per notification rule. For example, send only Asset Downloaded and Room Viewed events to a shared sales channel, while sending all events as a DM to the room owner.

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Managing Notification Settings

Notification rules (called Notification Sets) define who receives which notifications. Each rule targets a single recipient — a channel, a specific user, or the room’s owner — and specifies which events to deliver.

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Accessing Notification Settings

  1. In the left sidebar, click Integrations, then select Microsoft Teams
  2. Your configured notification sets are listed in the left panel
  3. Click any existing rule to edit it, or click Add to create a new one

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Creating a Notification Rule

1

Open the rule editor

Click Add (or the + button).
2

Select a Team

Choose the Microsoft Teams team this rule applies to.
3

Select a Recipient Type

  • Channel — sends the notification to a Teams channel
  • User — sends the notification as a direct message to a specific team member
  • Room Owner — automatically sends the notification to whoever owns the Flowla room the event occurred in
4

Select the Recipient

  • If Channel: choose from the list of available channels in the selected team
  • If User: search for and select a team member by name
  • If Room Owner: no additional selection needed — Flowla resolves the owner automatically
5

Choose Notification Types

Check the events you want this rule to cover.
6

Save

Click Save.
You can create multiple rules. For example: one rule sends all events to a shared #sales-alerts channel, and another rule sends only Asset Downloaded events as a DM to each room’s owner.

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Editing a Notification Rule

  1. Click the rule you want to edit from the left panel
  2. Modify the recipient, notification types, or active status
  3. Click Save to apply changes

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Deleting a Notification Rule

  1. Select the rule from the left panel
  2. Click Delete at the bottom of the editor
  3. Confirm deletion — this cannot be undone

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Disconnecting Microsoft Teams

1

Open the integration settings

In the left sidebar, click Integrations, then select Microsoft Teams.
2

Open the gear menu

Click the gear icon (⚙) in the top-right corner of the Teams settings panel.
3

Disconnect

Select Disconnect and confirm when prompted.
Disconnecting from Flowla does not uninstall the Flowla bot from your Teams workspace. To fully remove the bot, go to Microsoft Teams → manage the team → Apps → remove the Flowla app.

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Troubleshooting

Likely cause: The Flowla bot has not been installed in a Teams team. The OAuth connection alone is not sufficient for message delivery.Fix: Install the Flowla bot in at least one Microsoft Teams team — see Part 2 of the setup instructions above.
Likely cause: Private channels are not supported by the integration.Fix: Only standard (public) channels are shown. Check that the channel you’re looking for is not set to private in Teams.
Likely cause: The Flowla bot has not been installed in a team that the user is a member of.Fix: Ensure the bot installation (Part 2) has been completed for a team that includes this user, or have the user install the Flowla app in their personal Teams space.
Likely cause: The room owner’s email in Flowla does not match their email in the connected Microsoft Teams tenant.Fix: Verify that the room owner’s Flowla email matches their Microsoft 365 account email exactly.
Likely cause: The account used does not have Microsoft 365 admin permissions to grant consent on behalf of the organization.Fix: Sign in with an account that has admin rights. Personal or standard user accounts cannot authorize the integration.