Notification Rules
WHMCS decides which events fire, which conditions apply and which provider receives the message. The module decides how the Teams card looks.
Microsoft Teams Notifications does not add a screen of its own. All behaviour is configured with WHMCS notification rules under Configuration → System Settings → Notifications. This keeps events, conditions and rule management inside the core product, and means the module only has to render and deliver.
Create a rule
- Open the Notification Rules tab and click Create New Notification Rule.
- Enter a Rule Name that describes the intent, for example
Billing → Teams. - Tick the events you care about. Use Ctrl+click to select several in one category.
- Add conditions if the rule should only fire for certain clients, products, departments or amounts.
- Choose Microsoft Teams under Notification Method.
- Optionally set a Webhook Override to send this rule to a different channel.
- Set the per-rule format, theme colour, attributes and View link.
- Save the rule.
Common event categories
| Category | Useful events |
|---|---|
| Invoice | Created, Paid, Cancelled, Refunded, Modified, Payment Reminder |
| Order | Created, Paid, Accepted, Cancelled, Refunded, Fraud |
| Service | Created, Suspended, Unsuspended, Terminated, Renewal |
| Domain | Registration, Transfer, Renewal, Expiry notices |
| Ticket | Opened, Customer Reply, Staff Reply, Closed, Department Change |
| Client | Created, Login, Password Reset, Email Verification |
| Quote / Project | Created, Accepted, Cancelled, Completed |
The exact list depends on your WHMCS version and active modules. Only events that WHMCS exposes to notification providers can be selected.
Conditions
Conditions are evaluated by WHMCS before the provider is called. Use them to keep noisy channels quiet:
- Client group — alert Teams only for VIP or reseller clients.
- Product or department — route support alerts for a dedicated department.
- Amount — notify only for orders above a threshold.
- Status — fire on suspension or termination, not on every modification.
Per-rule settings
Card Header Name and Card Icon URL are provider-level branding, not per-rule fields. Every card from this provider uses the same branding; the sender line remains Workflows.
| Setting | Effect |
|---|---|
| Webhook Override | Sends this rule to a different Teams channel. Blank uses the provider webhook. Same URL validation as the provider. |
| Message Format | Message + Card, Message only or Card only. See Message Formats. |
| Theme Colour | Accent bar on the card. Six-digit hex, with or without #. |
| Hide Attributes | Omits client, invoice, service, department and similar facts from the card. |
| Hide View Link | Omits the View in WHMCS button and inline link. |
Example rule sets
Billing operations
- Events: Invoice Paid, Invoice Refunded, Order Paid, Order Fraud.
- Webhook Override: the billing channel URL.
- Format: Message + Card.
- Theme colour:
#2ecc71. - Attributes and View link: on.
Support queue
- Events: Ticket Opened, Customer Reply, Escalation.
- Condition: department is Support.
- Webhook Override: the support channel URL.
- Format: Message + Card.
- Theme colour:
#e67e22.
Service health
- Events: Service Suspended, Service Terminated, Domain Expiry notices.
- Format: Card only.
- Theme colour:
#e74c3c.
Low-noise audit
- Events: Client Created, Client Login, Password Reset.
- Format: Message only.
- Theme colour:
#6b7280. - Attributes on; View link on.
Test a rule
- Enable module logging under Configuration → System Logs → Module Log.
- Trigger a matching event in WHMCS, for example mark a test invoice paid.
- Check the Teams channel and the module log entry for module
Microsoft Teams. - Disable module logging again.
Saving the provider also sends a connection test. Saving a rule does not send a test message unless WHMCS performs a provider validation for your version.
Edit, duplicate, disable and delete
- Edit with the pencil icon to change events, conditions or appearance.
- Duplicate with the copy icon to create a variant without rebuilding the conditions.
- Disable with the toggle to pause delivery without deleting the rule.
- Delete to remove the rule. Delivery stops immediately.