ALIS + Microsoft Teams

ALIS + Microsoft Teams integrations

Send channel messages in Microsoft Teams for new ALIS prospects

After a new prospect is created in ALIS, you may want to be notified in Microsoft Teams. This Zapier integration will handle that for you, by automatically sending a channel message with the prospect's information as soon as it is created in ALIS.

When this happens...
Created ProspectTriggers when a new prospect is created.
TriggerInstant
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.
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More things you can do with ALIS and Microsoft Teams

Discover other triggers and actions you can use with ALIS and Microsoft Teams

Created Contact
Triggers when a new contact is created.
Trigger
Instant
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Created Referral Source
Triggers when a new referral source is created.
Trigger
Instant
Try It
Disabled Referral Source
Triggers when a referral source is disabled.
Trigger
Instant
Try It
Resident Move-In
Triggers when a resident moves in.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact's info is updated.
Trigger
Instant
Try It

Updated Prospect Score
Triggers when a prospect's score is updated.
Trigger
Instant
Try It
Updated Referral Source
Triggers when a referral source's info is updated.
Trigger
Instant
Try It

- Community ID
  Required
- Source
  Required
- External Lead ID
- Prospect First Name
- Prospect Last Name
- Prospect Nickname
- Prospect Gender
- Prospect Date Of Birth
- Prospect Product Type
- Prospect Street 1 Address
- Prospect Street 2 Address
- Prospect City
- Prospect State
- Prospect ZIP Code
- Prospect Email
- Prospect Phone
- Contact Relation Type
- Contact First Name
- Contact Last Name
- Contact Organization Name
- Contact Street 1 Address
- Contact Street 2 Address
- Contact City
- Contact State
- Contact ZIP Code
- Contact Mobile Phone
- Contact Home Phone
- Contact Email
- Inquiry Date
- Physical Move-In Date
- Financial Move-In Date
- Stage
- Score
- Marketing Status
- Story
- Schedule Tour
- Tour Date
- Tour Note
Action
Write
- Prospect ID
  Required
Action
Search
- Resident ID
  Required
Action
Search
- Team
  Required
Trigger
Polling
Try It
- Chat
  Required
- Exclude messages by you?
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team Member
  Required
Action
Write
- Chat
  Required
- Message
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
- Message Text Format
- Reply Content
  Required
Action
Write
- Team
  Required
- Channel
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Send To
  Required
- Message Text (Optional)
- Card Type
  Required
Action
Write
- Chat
  Required
- Message ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
Action
Search
- Chat ID
  Required
- Message ID
  Required
Action
Search
- Team
  Required
- Channel Name
  Required
- Include Archived Channels
Action
Search

Created Prospect
Triggers when a new prospect is created.
Trigger
Instant
Try It
Deleted Prospect
Triggers when a prospect's basic info is updated.
Trigger
Instant
Try It
Get All Communities
List all communities from an ALIS account.
Trigger
Polling
Try It
Resident Move-Out
Triggers when a resident moves out.
Trigger
Instant
Try It
Updated Prospect
Triggers when a prospect's basic info is updated.
Trigger
Instant
Try It
Updated Prospect Stage
Triggers when a prospect's stage is updated.
Trigger
Instant
Try It
Updated Resident
Triggers when a resident's basic info is updated.
Trigger
Instant
Try It
- Contact ID
  Required
Action
Search
- Prospect ID
  Required
Action
Search
- Resident ID
  Required
Action
Search
- Team
  Required
- Channel
  Required
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel Name
  Required
- Description
- Favorite for All?
Action
Write
- Team Member(s)
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Team
  Required
- Channel Name
  Required
- Description
Action
Write
- Team
  Required
- Public Channel
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Chat
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Availability
  Required
- Duration (Minutes)
Action
Write
- Info
- Display Name
- First Name
- Last Name
- Mobile Phone
- Business Phone
- About Me
- Birthday
Action
Write
- Team
  Required
- Channel ID
  Required
Action
Search
- Chat ID
  Required
Action
Search
- Search by
  Required
Action
Search

About ALIS

ALIS is a comprehensive suite of eHR tools purpose-built for assisted living communities.

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CRM (Customer Relationship Management)

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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.

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Microsoft

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