Deskera + Microsoft Teams
Create Microsoft Teams chat messages for new Deskera crm+ deals
Stay up-to-date with your CRM deals and streamline team communication with this Deskera and Microsoft Teams integration. When a new CRM+ Deal is added in Deskera, a chat message will be sent automatically in your desired Microsoft Teams channel. This workflow helps you share important deal updates with your team, ensuring everyone stays informed and can act promptly.
Stay up-to-date with your CRM deals and streamline team communication with this Deskera and Microsoft Teams integration. When a new CRM+ Deal is added in Deskera, a chat message will be sent automatically in your desired Microsoft Teams channel. This workflow helps you share important deal updates with your team, ensuring everyone stays informed and can act promptly.
- When this happens...New CRM+ Deal
Triggers when a New Deal is Created in CRM+.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
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New CRM+ Contact
Triggers when a New Contact is Created in CRM+.
Try ItNew Contact
Triggers when a New Contact is Created.
Try ItNew CRM Deal
Triggers when a New Deal is Created in CRM.
Try ItAccount CodeRequired
Account NameRequired
Account DescriptionRequired
Account Group IdRequired
Account Group NameRequired
Tax CodeRequired
Currency CodeRequired
Account StatusRequired
New CRM+ Deal
Triggers when a New Deal is Created in CRM+.
Try ItNew CRM Contact
Triggers when a New Contact is Created in CRM.
Try ItNew Product
Triggers when a New Product is Created.
Try ItProduct CodeRequired
Product DescriptionRequired
Product QuantityRequired
Unit PriceRequired
DiscountRequired
Discount In PercentRequired
Tax CodeRequired
Tax AmountRequired
Total AmountRequired
Product OrderRequired
Purchase Invoice Item Code
Is Draft?
Is Received Completed?
Ship From Address1Required
Ship From Address2
Ship From Country
Ship From State
Ship From City
Ship From PostalCode
Ship To Address1Required
Ship To Address2
Ship To Country
Ship To State
Ship To City
Ship To PostalCode
Bill To Address1Required
Bill To Address2
Bill To Country
Bill To State
Bill To City
Bill To PostalCode
Document Sequence Code
Sequence Format
Is Opening Invoice?
Total AmountRequired
Payable Account Code
Tax AmountRequired
Opening Document Number
StatusRequired
Contact CodeRequired
Purchase Invoice TypeRequired
Document Type
Document Code
Supplier Invoice Number
Purchase Order Ref No
CurrencyRequired
Exchange Rate
Purchase Invoice DateRequired
Purchase Invoice Due DateRequired
Memo
Attachments
Unit Price GstInclusiveRequired
Due Amount
Is Recurring?Required
Is Recurring Activated?Required
Receipt StatusRequired
Account Code
Account Description
Discount
Discount In Percent
Tax Code
Tax Amount
Amount
Total Amount
Account Order
Recurrence Type
Recurrence Frequency
Invoice Recurring Count
Recurrence End Date
Contact NameRequired
Contact AddressRequired
