AccountEdge + Microsoft Teams

Send channel messages in Microsoft Teams for new sale orders & quotes in AccountEdge

Boost your team's efficiency with this workflow. Whenever there's a new sale order or quote in AccountEdge, it sends a channel message in Microsoft Teams. That way, everyone stays in the loop about latest transactions without any extra effort, improving communication and streamline operations.

When this happens...
Sale Order & Quote
Triggers when a new sale order or quote is created.
TriggerPolling
automatically do this!
Send Bot Message
Sends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
ActionWrite

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Supported triggers and actions

Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
Purchase Order
Triggers when a new purchase order is created.
Trigger
Polling
Try It
- Sale Type
Trigger
Polling
Try It
- Is Lead
- Update
Trigger
Polling
Try It
Vendor
Triggers when a new vendor is created.
Trigger
Polling
Try It

- source
- first_name
- last_name
- street1
- street2
- city
- state
- country
- zip
- email
- phone1
- website
Action
Write
- id
- First Name
- Last Name
- street1
- street2
- city
- state
- country
- zip
- email
- phone1
- website
Action
Write

- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- Team Member(s)Required
- Message Text Format
- Message TextRequired
Action
Write
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- TeamRequired
- Public ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
Action
Search
- Chat IDRequired
- Message IDRequired
Action
Search
- TeamRequired
- Channel NameRequired
- Include Archived Channels
Action
Search

- Is Lead
Trigger
Polling
Try It
- Sale Type
Trigger
Polling
Try It
- Update
Trigger
Polling
Try It
- update
Trigger
Polling
Try It
- Source
- first_name
- last_name
- street1
- street2
- city
- state
- country
- zip
- email
- phone1
- website
Action
Write
- idRequired
- first_name
- last_name
- street1
- street2
- city
- state
- country
- zip
- email
- phone1
- website
Action
Write
- TeamRequired
Trigger
Polling
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- Team MemberRequired
Action
Write
- ChatRequired
- MessageRequired
- Message TextRequired
- Message Text Format
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
- Message Text Format
- Reply ContentRequired
Action
Write
- TeamRequired
- ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- Send ToRequired
- Message Text (Optional)
- Card TypeRequired
Action
Write
- TeamRequired
- Channel IDRequired
Action
Search
- Chat IDRequired
Action
Search
- Search byRequired
Action
Search

About AccountEdge

AccountEdge Connect is a web-companion tool for AccountEdge; Premium Mac and Windows accounting for small businesses in the US and Canada.

Related categories

Accounting

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Learn more

AccountEdge + Microsoft Teams

Send channel messages in Microsoft Teams for new sale orders & quotes in AccountEdge

Customer

Purchase Order

Sale Order & Quote

Update Lead

Vendor

Create Vendor

Update Vendor

New Channel Mention

New Chat

New Channel Message

Create Channel

Create Chat and Send Message

Create Private Channel

Send Bot Message

Send Chat Message

API Request (Beta)

Get Channel Message

Get Chat Message

Find Public Channels

Lead

Sale Invoice

Update Customer

Update Vendor

Create Customer

Update Customer

New Channel

New Chat Message

New Team Member

New Reply to Message

Create One-on-One Chat

Edit Chat Message

Reply to Channel Message

Send Channel Message

Send Message with Card

Get Channel by ID

Get Chat by ID

Find Team Member

About AccountEdge

Related categories

About Microsoft Teams

Related categories

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