Cling + Microsoft Teams

Cling + Microsoft Teams integrations

Send chat messages in Microsoft Teams when new documents are accepted in Cling

Streamline your workflow with this straightforward automation between Cling and Microsoft Teams. As soon as a document is accepted in Cling, a chat message is promptly sent in Microsoft Teams. This efficient process ensures you stay promptly informed of document statuses, resulting in clear communication and improved productivity within your team.

When this happens...
Document AcceptedTriggers when a document changes status to accepted.
TriggerInstant
automatically do this!
Send Chat MessageSends a message to an existing chat.
ActionWrite

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More things you can do with Cling and Microsoft Teams

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

Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
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Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
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Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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- Document name
  Required
- Template ID
  Required
- Client ID
  Required
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

Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Trigger
Instant
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Document Expired
Triggers when a document changes status to expired.
Trigger
Instant
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Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
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- Client type
- Client name
  Required
- Client socialSecurityNumber / organisationNumber
- Client reference
- Client email
- Client cellphone
- Client cellphone region
- Client street
- Client zip
- Client city
- Client reverse VAT
- Client note
Action
Write
- Document ID
  Required
Action
Write
- 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 Cling

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

HelpHelp

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.

Learn moreLearn moreHelpHelp

Related categories

Microsoft

Team Chat

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