Better Proposals + Microsoft Teams
Send new Better Proposals as channel messages in Microsoft Teams
Streamline your proposal process with this handy automation. Whenever a new proposal is created in Better Proposals, a channel message is instantly sent within Microsoft Teams. This ensures that your team stays promptly informed and can effectively coordinate follow-up actions. Foster team-wide transparency, speed up response times, and improve service delivery with this efficient workflow.
Streamline your proposal process with this handy automation. Whenever a new proposal is created in Better Proposals, a channel message is instantly sent within Microsoft Teams. This ensures that your team stays promptly informed and can effectively coordinate follow-up actions. Foster team-wide transparency, speed up response times, and improve service delivery with this efficient workflow.
- When this happens...New Proposal
Triggers when a new proposal is created.
- automatically do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItTeamRequired
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
TeamRequired
ChannelRequired
Member
Highlight Word
Try It
