AccessAlly + Microsoft Teams
Notify Microsoft Teams with chat messages when new clients opt in via AccessAlly forms
Instantly engage with new clients by sending a chat message in Microsoft Teams when they opt in via an AccessAlly form. This workflow helps you save time and ensures a personalized onboarding experience for your clients, boosting client satisfaction and streamlining communication in your team's Microsoft Teams channel.
Instantly engage with new clients by sending a chat message in Microsoft Teams when they opt in via an AccessAlly form. This workflow helps you save time and ensures a personalized onboarding experience for your clients, boosting client satisfaction and streamlining communication in your team's Microsoft Teams channel.
- When this happens...Client Opts in via an AccessAlly Form
Triggers when a client submits an AccessAlly form. The exact information is dependent on the AccessAlly Form setup, but usually includes name and email.
- automatically do this!Send Chat Message
Sends a message to an existing chat.
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Custom Operation IDRequired
Try ItClient Successfully Makes a Purchase
Triggers when a client makes a successful purchase.
Try ItTeamRequired
Try ItChatRequired
Exclude messages by you?
Try It
Client Opts in via an AccessAlly Form
Triggers when a client submits an AccessAlly form. The exact information is dependent on the AccessAlly Form setup, but usually includes name and email.
Try ItClient Submits Preliminary Order Form Information
Triggers when a client submits name and email information on an order form. This can be used to start an abandoned cart automation / sequence.
Try ItTeamRequired
ChannelRequired
Member
Highlight Word
Try ItNew Chat
Triggers when a new chat is created.
Try It
