---
title: Automate tasks or trigger iPaaS recipes from microsoft teams with workbot
slug: neurons-for-itsm/admin-user-help/enu/latest/automate-tasks-or-trigger-ipaas-recipes-from-microsoft-teams-with-workbot
createdAt: 2026-07-14T19:16:32.026Z
---

**Role**: Administrators.

**Minimum Version**: Ivanti Neurons for ITSM 2025.2.

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To trigger iPaaS recipes you must create a project in ITSM, and check the access permissions in microsoft teams.
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To access iPaaS in ITSM, sign in as an Administrator, open the Configuration console, go to **Extend** > iPaaS** Integration**, and then select an existing project or create a new one.

### Required permissions and access

iPaaS** access requirements**

Ensure you have access to the following iPaaS features and required privileges:

- **Workbot**: **Platform** > **Workbot**
- **Custom OAuth profiles** : **Tools** > **Custom OAuth Profiles**

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If either option is unavailable, contact your Customer Success Manager.
:::

- You must have privileges to:
  - Create and configure workbots
  - Create and configure custom OAuth profiles

**Microsoft 365 role requirements**

You must have one of the following roles in your Microsoft organization:

- Application administrator
- Cloud application administrator
- Global administrator
- Privileged role administrator

### Create a custom OAuth profile in microsoft teams

1. Open the **Microsoft Teams** application, log in with appropriate role.
2. Go to **Tools** > **Custom OAuth Profiles**.
3. Select **Create New Custom OAuth Profile** and choose **Workbot** for Microsoft Teams.
4. Enter a unique name according to the guidelines.

### Create a bot

1. Go to **Tools** > **Bot Management.**
2. Select **+ New Bot** and enter an appropriate bot name and then click **+ Add**

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It is recommended that you use the same name as your application to avoid confusion.
:::

3. Set the bot endpoint address by clicking **Create new app** on the left.
4. Click **Save**.

### Create the app in microsoft teams developer portal

1. Open the **Microsoft Teams Developer Portal**.
2. On the **Apps** page, select **+ New app**.
3. Enter the details in the following required fields:
   - Short description
   - Long description
   - Developer information
   - App URLs
   - Privacy policy
   - Terms of use
4. Click **Save**.
5. Under **Branding**, configure the app's branding.
6. Under the **Domains** section, select **Add a domain** and enter \*.workato.com.

### Configure bot permissions

1. In the **App features** section, select **Bot**.
2. From the dropdown list, select the newly created bot.
3. Under the **What can your bot do**, select **Upload and download files**.
4. Under **Scopes**, select the following:
   - Check Personal, Team, and Group Chat
5. Click **Save**.
6. Select **Add a command**, and enter details in the following:
   - Command : **help**
   - Description : **help** to view available commands.
   - Scopes : **Check Personal**, **Team**, **Group Chat**
7. Click **Save**.

### Configure authentication redirect URLs in azure

1. Open the **Azure Portal**.
2. In the search bar, enter **App Registration** and select the result.
3. Select your **bot** from the list.
4. In the left pane, click **Authentication**.
5. Under **Platform configurations**, select **+ Add a platform**, and then select **Web**.
6. Enter the redirect URL: [https://www.workato.com/oauth/callback](https://www.workato.com/oauth/callback)
7. Select **Save**.

### Retrieve bot credentials

1. Go to **Tools** > **Bot Management**.
2. Select your newly created bot.
3. Select **Create new app** on the left to view the bot endpoint, and copy the **Bot ID** from the URL:

https\://dev.teams.microsoft.com/bots/\<YOUR-BOT-ID>/configure.

4. Paste the **Bot ID** into the **Client ID** field.
5. Under the **Client secrets**, select **Add a client secret**, then copy and paste it into the **Client secret** field.

### Copy the application (client) id

1. Go to the **Apps page** in the Microsoft Teams Developer Portal.
2. Select your newly created app.
3. Under **Basic Information**, copy the **Bot ID** and paste it into the **Application (Client) ID** field.

### Publish the application

1. In the **Microsoft Teams Developer** portal, go to **Publish** > **Publish to org**.
2. Select **Publish your app** to submit a request for approval.
3. Ask your **Microsoft Teams admin** to approve the request, by navigating to:

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**Admin dashboard** > **Manage apps** > **Search for the app** > **Allow publish**.
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### Add the bot to microsoft teams

1. After approval, open microsoft teams, go to **Teams app** store.
2. Under **Built for your organization**, find your app and select **Add**.
3. Open the chat window and enter **help** to view available Workbot actions. These actions are iPaaS recipes created using the custom OAuth connection you configured earlier.

:::Paragraph{indent="1"}
For detailed instructions on creating Workbot recipes for platforms such as Microsoft Teams and Slack, see the [Workato documentation](https://docs.workato.com/workbot-for-teams/workbot.html).
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