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BONZO + Microsoft Teams

BONZO + Microsoft Teams

BONZO + Microsoft Teams integrations

Get new people from pipeline stage in BONZO and send bot messages in Microsoft Teams

This workflow enhances your productivity by seamlessly linking BONZO and Microsoft Teams. As soon as new details are gathered from a pipeline stage within the BONZO app, a bot message gets sent within Microsoft Teams, keeping your team updated instantly. This streamlines the information flow, ensuring everyone is kept in the loop in real time. Experience the enhanced efficiency of this automated workflow in action.

When this happens...
Get People From Pipeline StageTriggers when a new person is added to a pipeline stage.
TriggerPolling
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 BONZO and Microsoft Teams

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

- Uuid
  Required
- Key
  Required
- Created_after
Trigger
Polling
Try It
- Uuid
  Required
Trigger
Polling
Try It
- Uuid
  Required
- User_id
- Merge_duplicates
- Pipeline_stage_id
- First_name
- Last_name
- Email
- Phone
- Marital_status
- Address
- Unit_number
- City
- State
- Zip
- Tags
- Note
- Field_1
- Field_2
- Field_3
- Field_4
- Field_5
- Birthday
- Fb_id
- Company_name
- Loan_amount
- Down_payment
- Loan_program
- Credit_score
- Purchase_price
- Cash_out_amount
- Loan_type
- Loan_purpose
- Property_value
- Property_address
- Property_unit_number
- Property_city
- Property_state
- Property_zip
- Property_county
- Found_home
- Bankruptcy
- Foreclosure
- Working_with_agent
- Buyer Agent name
- Buyer Agent phone
- Buyer Agent email
- Buyer Agent address
- Seller Agent name
- Seller Agent phone
- Seller Agent email
- Seller Agent address
- Lead_source
- Interest_rate
- Requested_apr
- Property_type
- Property_use
- Bankruptcy_details
- Foreclosure_details
- Occupation
- Household_income
- Current_step
- Close_date
- Application_date
- Rate_lock_date
- Referral_source
- Insurance_zip
- Insurance_city
- Insurance_state
- Insurance_address
- Apartment_number
- Height
- Weight
- Weight_change
- Income
- Work_phone
- Net_worth
- Insurance_declined
- Gender
- Dependents
- Smoker
- Credit_standing
- Flood_interest
- Earthquake_interest
- Deductible
- Coverage_amount
- Liability_amount
- Co-borrower first name
- Co-borrower last name
- Co-borrower email
- Co-borrower phone
- Co-borrower address
- Co-borrower unit number
- Co-borrower city
- Co-borrower ZIP
- Co-borrower state
- Co-borrower birthday
- Martial status
- Co-borrower Monthly Income
Action
Write
- Prospect_id
  Required
- Campaign_id
  Required
Action
Write
- Prospect_id
  Required
- Campaign_id
- Pipeline_stage_id
- User_id
- First_name
- Last_name
- Email
- Phone
- Marital_status
- Address
- Unit_number
- City
- State
- Zip
- Tags
- Note
- Field_1
- Field_2
- Field_3
- Field_4
- Field_5
- Birthday
- Fb_id
- Company_name
- Loan_amount
- Down_payment
- Loan_program
- Credit_score
- Purchase_price
- Cash_out_amount
- Loan_type
- Loan_purpose
- Property_value
- Property_address
- Property_unit_number
- Property_city
- Property_state
- Property_zip
- Property_county
- Found_home
- Bankruptcy
- Foreclosure
- Working_with_agent
- Buyer Agent name
- Buyer Agent phone
- Buyer Agent email
- Buyer Agent address
- Seller Agent name
- Seller Agent phone
- Seller Agent email
- Seller Agent address
- Lead_source
- Interest_rate
- Requested_apr
- Property_type
- Property_use
- Bankruptcy_details
- Foreclosure_details
- Occupation
- Household_income
- Current_step
- Close_date
- Application_date
- Rate_lock_date
- Referral_source
- Insurance_zip
- Insurance_city
- Insurance_state
- Insurance_address
- Apartment_number
- Height
- Weight
- Weight_change
- Income
- Work_phone
- Net_worth
- Insurance_declined
- Gender
- Dependents
- Smoker
- Credit_standing
- Flood_interest
- Earthquake_interest
- Deductible
- Coverage_amount
- Liability_amount
- Co-borrower first name
- Co-borrower last name
- Co-borrower email
- Co-borrower phone
- Co-borrower address
- Co-borrower unit number
- Co-borrower city
- Co-borrower ZIP
- Co-borrower state
- Co-borrower birthday
- Martial status
- Co-borrower Monthly Income
Action
Write

- 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

- Pipeline_stage_id
  Required
Trigger
Polling
Try It
- Pipeline_stage_id
  Required
- Merge_duplicates
- User_id
- First_name
- Last_name
- Email
- Phone
- Marital_status
- Address
- Unit_number
- City
- State
- Zip
- Tags
- Note
- Field_1
- Field_2
- Field_3
- Field_4
- Field_5
- Birthday
- Fb_id
- Company_name
- Loan_amount
- Down_payment
- Loan_program
- Credit_score
- Purchase_price
- Cash_out_amount
- Loan_type
- Loan_purpose
- Property_value
- Property_address
- Property_unit_number
- Property_city
- Property_state
- Property_zip
- Property_county
- Found_home
- Bankruptcy
- Foreclosure
- Working_with_agent
- Buyer Agent name
- Buyer Agent phone
- Buyer Agent email
- Buyer Agent address
- Seller Agent name
- Seller Agent phone
- Seller Agent email
- Seller Agent address
- Lead_source
- Interest_rate
- Requested_apr
- Property_type
- Property_use
- Bankruptcy_details
- Foreclosure_details
- Occupation
- Household_income
- Current_step
- Close_date
- Application_date
- Rate_lock_date
- Monthly_income
- Other_income
- Lien_position
- Amortization_type
- Amortization_term
- Monthly_payment
- New_loan_amount
- Rate_is_locked
- Referral_source
- Insurance_zip
- Insurance_city
- Insurance_state
- Insurance_address
- Apartment_number
- Height
- Weight
- Weight_change
- Income
- Work_phone
- Net_worth
- Insurance_declined
- Gender
- Dependents
- Smoker
- Credit_standing
- Flood_interest
- Earthquake_interest
- Deductible
- Coverage_amount
- Liability_amount
- Co-borrower first name
- Co-borrower last name
- Co-borrower email
- Co-borrower phone
- Co-borrower address
- Co-borrower unit number
- Co-borrower city
- Co-borrower ZIP
- Co-borrower state
- Co-borrower birthday
- Martial status
- Co-borrower Monthly Income
Action
Write
- Prospect_id
  Required
- User_id
  Required
Action
Write
- Prospect_id
  Required
- Pipeline_stage_id
  Required
Action
Write
- Email
- Phone
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 BONZO

Bonzo is a multi-channel communication tool that keeps you top of mind.

Related categories

CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 moreLearn moreHelpHelp

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