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Connect Microsoft Teams to receive real-time notifications from VIS42 agents. When an agent completes a task, detects an overdue invoice, or flags an issue that needs attention, it posts a message directly to your channel — no need to check back in the app.

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What notifications are sent

VIS42 agents send notifications for events such as:
  • Payment reminders — when a receivable or payable is approaching its due date
  • Overdue invoices — when a document passes its due date without payment
  • Audit alerts — when Pluto flags a compliance issue or completes a review
  • Task updates — when an agent finishes a long-running task and has results to share
Each notification includes a title and a message body describing what happened.

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Set up Microsoft Teams notifications

To receive notifications in Teams, you need an incoming webhook URL for the channel where messages should appear.
1

Create a Teams webhook

In Microsoft Teams, open the channel where you want notifications. Click Apps (or the + icon in the message bar) → search for Workflows → select Post to a channel when a webhook request is received. Follow the wizard, give the workflow a name (e.g., “VIS42”), and copy the Webhook URL shown at the end.
2

Add the webhook to VIS42

In VIS42, go to Settings → Notifications → Microsoft Teams. Paste the webhook URL and click Save.
3

Test the connection

Click Send test message to confirm VIS42 can reach your channel.

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Choose your notification channel

Each user can set their own preferred notification channel. Go to Profile → Notification preferences and choose between Email, Slack, or Microsoft Teams for each notification type. Your preference only affects notifications addressed to you — the shared channel webhook is configured at the business level in Settings.

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Privacy and scope

  • The webhook URL is stored per business and encrypted at rest.
  • VIS42 only posts to the channel you configure — it cannot read messages from your Teams workspace.
  • To stop notifications, remove the webhook URL from Settings → Notifications → Microsoft Teams and click Save.

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Troubleshooting

Verify the webhook URL in Settings → Notifications → Microsoft Teams and use Send test message to verify. Teams webhook URLs can stop working if the Workflow is deleted or the channel is archived — create a new webhook via the Workflows app and update it in VIS42.
Make sure the relevant notification types are enabled in Settings → Notifications. Some notifications are only triggered under specific conditions (e.g., overdue invoices require at least one overdue document).
Remove the webhook URL from Settings → Notifications → Microsoft Teams and click Save. VIS42 stops sending to that channel immediately.