Cling + Microsoft Teams Integrations

How to connect Cling + Microsoft Teams

Zapier lets you send info between Cling and Microsoft Teams automatically—no code required.

When this happens...

Document Accepted

Triggers when a document changes status to accepted.

automatically do this!

Create Channel

Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.

Supported triggers and actions

What does this mean?

Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
New Document
Triggers when a new document is created.
Trigger
Instant

Create Client
Creates a new client
Action
Write
Create Document
Create a new document
Action
Write

Send Document
Send a document
Action
Write

Microsoft Teams
Triggers when a new channel is created within a team.
Scheduled
Trigger
Microsoft Teams
Triggers when a member or highlight word is mentioned in a channel. Requires installation of the
Scheduled
Trigger
Microsoft Teams
Triggers when a new message is received in a chat.
Scheduled
Trigger
Microsoft Teams
Triggers when a new chat is created.
Scheduled
Trigger
Microsoft Teams
Triggers when a new member is added to a team. Requires installation of the
Scheduled
Trigger
Microsoft Teams
Triggers when a new message is posted in a channel. Requires installation of the
Scheduled
Trigger
Microsoft Teams
Creates a new channel within a team. Requires installation of the
Scheduled
Action
Microsoft Teams
Sends a message to a channel. Requires installation of the
Scheduled
Action
Microsoft Teams
Sends a message in an existing chat.
Scheduled
Action

How Cling + Microsoft Teams Integrations Work

Step 1: Authenticate Cling + Microsoft Teams.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Cling + Microsoft Teams

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

Proposal & Invoice Management

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.