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GoProposal + Microsoft Teams

GoProposal + Microsoft Teams

Send channel messages in Microsoft Teams for new won proposals in GoProposal

When a proposal is successfully accepted in GoProposal, this automation ensures your team is promptly notified. With this workflow, every time a proposal is won in GoProposal, a channel message will be immediately sent in Microsoft Teams, keeping everyone updated and allowing for quick-action and response. This automation enhances seamless communication in your team, ensuring no triumph goes unnoticed.

  1. When this happens...
    Proposal Won
    Proposal Won
    Proposal WonTriggers when a proposal is won (Letter of Engagement signed) in GoProposal.
  2. automatically do this!
    Send Bot Message
    Send Bot Message
    Send Bot MessageSends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
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More things you can do with GoProposal and Microsoft Teams

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

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    AML Check Ready

    Triggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.

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    Contact Deleted

    Triggers when a contact is deleted in GoProposal.

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    New Draft Proposal Created

    Triggers when a draft proposal is created in GoProposal.

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    New Live Proposal Sent

    Triggers when a live proposal is sent to a client in GoProposal.

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About GoProposal
GoProposal enables accountants to price consistently & eliminate scope creep.
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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.
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