Alerts & automation

Microsoft Bookings alerts in Teams channels

Microsoft Bookings emails the customer and staff member, but it does not post to a shared Teams channel, and it has no webhooks you could wire up yourself. BookingsXP posts an Adaptive Card to the channel of your choice when a widget booking is confirmed, using the Workflows app built into Teams.

Integration
Microsoft Teams
Plan: Pro
Needs Pro ($9 a month or $90 a year), Business ($29 a month) or Enterprise.
In short
An Adaptive Card in a Teams channel for each booking: who, what, when, and the campaign that brought them.
Microsoft Bookings
Stays your system of record. Bookings land in Outlook and Teams and Microsoft sends the invites and reminders.
Trademarks
Microsoft Teams is a trademark of the Microsoft group of companies. BookingsXP is independent and not affiliated with or endorsed by Microsoft.

What happens with Microsoft Teams

  • In Teams you create a Workflows flow from the template "Send webhook alerts to a channel" (formerly "Post to a channel when a webhook request is received"). Teams gives you a URL.
  • You add that URL in BookingsXP as a Microsoft Teams endpoint. On each booking.created event, BookingsXP posts an Adaptive Card (version 1.4) to it.
  • The card's title reads "New booking: <customer> · <service> · <time>", followed by facts for Service, When (in the booking's time zone), With (staff), Source (source / medium · campaign), Customer (name and email) and Reference (BXP-…).
  • Failed deliveries are retried with backoff up to 8 times over about two hours, and every attempt is listed in the dashboard's delivery log.

Set up Microsoft Teams

4 steps. Names of menus and buttons are as they appear today; vendors rename things, so look for the closest match.
  1. Step 1: Turn on Store bookings for the widget

    Alerts carry customer details, so they only fire for widgets that keep a copy of bookings. Dashboard → widget → Data & access → "Store bookings in BookingsXP".

  2. Step 2: Create the Workflows flow in Teams

    In the channel, open the ••• menu → Workflows, and pick "Send webhook alerts to a channel" (formerly "Post to a channel when a webhook request is received"). Name it, confirm the team and channel, and finish. Teams shows the webhook URL; copy it.

  3. Step 3: Add the endpoint in BookingsXP

    Dashboard → Integrations → Add an endpoint → Microsoft Teams. Give it a name (for example "Sales channel"), paste the URL, and choose All widgets or one widget. Click Add endpoint.

  4. Step 4: Send a test

    Click Test next to the endpoint. The channel should show "BookingsXP test notification — your endpoint is connected." The dashboard shows the HTTP status and time taken.

Outcomes and caveats

What you get

  • A channel card within seconds of each confirmed website booking.
  • The campaign behind the booking on the card, which Microsoft Bookings itself never records.
  • One endpoint per channel: sales in one, a clinic's front desk in another, filtered by widget.
  • A delivery log with status codes and a Retry button for anything that failed.

Limits and caveats

  • Pro plan (5 endpoints across webhooks, Slack and Teams); Business has 25.
  • Requires "Store bookings" on the widget, because the card includes the customer's name and email. Think about who is in the channel.
  • Only bookings made through a BookingsXP widget are posted. Bookings made on the standard Microsoft Bookings page or entered by staff are not.
  • Workflows posts are attributed to the account that created the flow, and the flow stops if that account loses access. Consider creating it under a shared account.
  • Older Office 365 Connector incoming-webhook URLs accept the same card, but Microsoft is retiring those connectors. Use Workflows for new setups.

Microsoft Teams questions

Something not covered? Email hello@bookingsxp.com.

Start free, no card

Start on Free with the widget and GA4 events, then move to Pro when you want ad conversions, webhooks and chat alerts.

No Microsoft sign-in or admin consent. Free plan, no card.