eWay-CRM + Microsoft Teams
Send channel messages in Microsoft Teams for new or updated journals in eWay-CRM
Stay updated on eWay-CRM journal entries without needing to constantly switch between apps. With this workflow, every time there's a new or updated journal entry in eWay-CRM, a channel message gets posted in Microsoft Teams. It centralizes updates, ensuring you never miss important account activities while keeping your team informed in real time. This automation facilitates quick communication and response, preserving your productivity and team collaboration.
Stay updated on eWay-CRM journal entries without needing to constantly switch between apps. With this workflow, every time there's a new or updated journal entry in eWay-CRM, a channel message gets posted in Microsoft Teams. It centralizes updates, ensuring you never miss important account activities while keeping your team informed in real time. This automation facilitates quick communication and response, preserving your productivity and team collaboration.
- When this happens...New or Updated Journal
Triggers when scheduled and returns a new or updated journal in eWay-CRM.
- automatically do this!Send Channel Message
Sends a message to an existing channel.
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New or Updated Company
Triggers when scheduled and returns a new or updated company in eWay-CRM.
Try ItNew or Updated Deal
Triggers when scheduled and returns a new or updated deal in eWay-CRM.
Try ItNew or Updated Project
Triggers when scheduled and returns a new or updated project in eWay-CRM.
Try ItName
Department
Business Phone
Mobile Phone
Fax
Email
Email Opt Out
Website
EIN / ID
VAT Number
Street (Billing)
City (Billing)
ZIP / Postal Code (Billing)
State (Billing)
Country (Billing)
Street (Physical)
City (Physical)
ZIP / Postal Code (Physical)
State (Physical)
Country (Physical)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Referral Source
Industry
Customer
Vendor
Competitor
Bank Account No.
Gross Sales
Employees
Type
Status
Note
GUID
New or Updated Contact
Triggers when scheduled and returns a new or updated contact in eWay-CRM.
Try ItNew or Updated Journal
Triggers when scheduled and returns a new or updated journal in eWay-CRM.
Try ItNew or Updated Task
Triggers when scheduled and returns a new or updated task in eWay-CRM.
Try ItTitle
First Name
Middle Name
Last Name
Suffix
Job Title
Company (Relation)
Company (Text)
Department
Email 1
Email 2
Email 3
Email Opt Out
Mobile Phone
Business Phone
Business Phone 2
Home Phone
Other Phone
Fax
Website
Street (Business)
City (Business)
ZIP / Postal Code (Business)
State (Business)
Country (Business)
Street (Home)
City (Home)
ZIP / Postal Code (Home)
State (Home)
Country (Home)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Type
Status
Note
GUID
