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Using APIs product tour video

Notify MS Teams users when a KRI action is required in Protecht.

Ensure timely KRI action completion by seamlessly integrating Protecht ERM with Microsoft Teams. Learn how to improve response times and streamline risk monitoring across teams.

This walkthrough covers how to configure Protecht’s API and workflow rules, set up Workato integration, and ensure secure and automated KRI notifications.

 

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Product tour contents

Set up the API configuration in Protecht ERM

  • Enable the Workflow API feature in System Configuration
  • Create a new API configuration specifically for Workato integrations

Copy and configure the Workato recipe

  • Access the Workato Community Library and locate the recipe for KRI action notifications
  • Save the recipe to a project folder in Workato

Connect Microsoft Teams to Workato

  • Sign in with a Microsoft Azure Global Administrator account
  • Select the required API permissions to authorise the connection

Define a security secret key

  • Set up a unique secret key in Workato for secure API calls
  • Use Project Properties to store the key securely

Retrieve the Workato webhook URL

  • Copy the webhook URL from Workato and modify it for Protecht ERM
  • Remove the base URL segment, keeping only the unique identifier

Create workflow rules in Protecht ERM

  • Define conditions for when the KRI notification should trigger (e.g. new KRI action assigned)
  • Set the action type to API Request and enter the Workato webhook endpoint
  • Add the secret key to the request header for authentication
  • Customise the JSON payload to include relevant KRI details

Verify successful integration

  • Manually generate a KRI entry in the Key Risk Indicator module for testing
  • Confirm that a Teams notification is generated
  • Click the Teams message link to navigate directly to the KRI entry in Protecht ERM