Automate tasks or trigger iPaas recipes from microsoft teams with workbot

Role: Administrators.

Minimum Version: Ivanti Neurons for ITSM 2025.2.

To trigger iPass recipes you must create a project in ITSM, and check the access permissions in microsoft teams.

To access iPass in ITSM, Log in to Ivanti Neurons 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

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 appropriate bot name and then click + Add

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

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 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.In Scopes, select users can access this command:

•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.x

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 and then 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 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, copy and paste it into the Client secret field.

Copy the application (client) id

1.Go to the Apps page in 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:

Admin dashboard > Manage apps > Search for the app > Allow publish.

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 recipes created using the custom OAuth connection you configured earlier.

For detailed instructions on creating Workbot recipes for platforms such as Microsoft Teams and Slack, see the Workato documentation.