AuditCase + Microsoft Teams

AuditCase + Microsoft Teams integrations

Send Microsoft Teams channel messages for new contact creation dates in AuditCase

Celebrating your customers is a great way to build trust - help remind yourself automatically. This integration will create a post in a Microsoft Teams channel when it is the birthday of a contact in the CRM. You'll be able to celebrate your customers easier than ever.

When this happens...
Check DateTriggers when there's a date validation resulted in true.
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.
ActionWrite

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More things you can do with AuditCase and Microsoft Teams

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

Update Client
Triggers when there's a client updated.
Trigger
Instant
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Check Date
Triggers when there's a date validation resulted in true.
Trigger
Instant
Try It
- 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

Update Task
Triggers when there's a task updated.
Trigger
Instant
Try It
Update Validsign
Triggers when there's an validsign update.
Trigger
Instant
Try It
- 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 AuditCase

Dé CRM en DMS oplossing voor accountants.

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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.

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Related categories

Microsoft

Team Chat

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