ActiveCampaign + Microsoft Teams

Send chat messages in Microsoft Teams for new deal notes in ActiveCampaign

Stay updated with every development in your deals on ActiveCampaign with this workflow. When a new note is added to a deal in ActiveCampaign, it triggers a chat message in your Microsoft Teams. This can foster real-time communication and keep your whole team in the loop without having to manually forward information.

When this happens...
New Deal Note
Triggers when a new deal note is created.
TriggerInstant
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Send Chat Message
Sends a message in an existing chat.
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Supported triggers and actions

What does this mean?

- Custom ObjectRequired
- Trigger EventsRequired
Trigger
Instant
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- Task Type (Optional)
Trigger
Instant
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New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- List (Deprecated)
Trigger
Instant
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
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- ListRequired
- Importer Note
Trigger
Instant
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- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
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- NameRequired
- Website
- Owner
Action
Write
- Account ID
- NameRequired
- Update OnlyRequired
- Account Owner
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact ID
- Contact Email
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search
- TeamRequired
Trigger
Scheduled
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Scheduled
Try It
- TeamRequired
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
- MessageRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- TeamRequired
- ChannelRequired
- Message Text Format
- Message TextRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Custom ObjectRequired
Trigger
Instant
Try It
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- Task type
Trigger
Instant
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New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
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- Importer Note
Trigger
Instant
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- ListRequired
Trigger
Instant
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- EventRequired
- Tag
Trigger
Instant
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- Account IDRequired
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Scheduled
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New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
- Reply ContentRequired
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

Help

Related categories

Marketing Automation

Similar apps

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 Help

Related categories

Similar apps

Related Zap Templates

Send a channel message in Microsoft Teams when new contact notes are added in ActiveCampaign

Send channel messages in Microsoft Teams for new or updated deals in ActiveCampaign

Send chat messages in Microsoft Teams when tags are added or removed from contacts in ActiveCampaign

ActiveCampaign + Microsoft Teams

Send chat messages in Microsoft Teams for new deal notes in ActiveCampaign

New or Updated Custom Object Record

Deal Task Completed

Task Type (Optional)

New Automation Webhook

New Campaign Link Click

New Campaign Starts Sending

New Contact Note

List (Deprecated)

New Deal Note

New Deal Added or Updated

New Contact Added to List

Importer Note

New or Updated Contact

List

Skip Unsubscribe Events

Importer Note

Create Account

Website

Owner

Create or Update Account

Account ID

Account Owner

Website

Create Deal (Deprecated)

Owner

Account

Contact Email Address

Remove Contact From Automation

Add Contact to Account

Job Title

Add/Remove Tag From Contact

Contact ID

Contact Email

Existing Tags

Tags

Create or Update a Custom Object Record

Record ID

External ID

Create Deal

Owner

Account ID

Contact ID

Description

Create or Update Deal Task

Task ID

Title

Note

End Date

Assignee

Subscribe or Unsubscribe Contact From List

Contact ID

Email Address

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

ID

Email Address

Phone Number

Find Deal

Deal Title

Contact Email

Find Deal Task

Deal ID

New Channel

New Chat Message

Exclude messages by you?

New Team Member

New Reply to Message

Create Private Channel

Description

Send Channel Message

Message Text Format

API Request (Beta)

Query String Parameters

Headers