AccountEdge + Microsoft Teams integrations
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 & QuoteTriggers when a new sale order or quote is created.
- automatically do this!Send Bot MessageSends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with AccountEdge and Microsoft Teams
Discover other triggers and actions you can use with AccountEdge and Microsoft Teams
- Customer
Triggers when a new customer is created.
Try ItTriggerPolling - Purchase Order
Triggers when a new purchase order is created.
Try ItTriggerPolling - Sale Type
Try ItTriggerPolling- Is Lead
- Update
Try ItTriggerPolling
- Is Lead
Try ItTriggerPolling- Sale Type
Try ItTriggerPolling- Update
Try ItTriggerPolling- update
Try ItTriggerPolling
Related categories
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.






