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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.

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...
    GoProposalGoProposal
    Proposal Won

    Triggers when a proposal is won.

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Channel Message

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • GoProposal triggers, actions, and search

    Draft Proposal Created

    Triggers when a new draft proposal is created.

    Trigger
    Instant
    Try It
    • TeamRequired

    • ChannelRequired

    • Member

    • Highlight Word

    Trigger
    Scheduled
    Try It
  • GoProposal triggers, actions, and search

    Proposal Created

    Triggers when a new live proposal is created.

    Trigger
    Instant
    Try It
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • ChatRequired

    • Exclude messages by you?

    Trigger
    Scheduled
    Try It
    • TeamRequired

    Trigger
    Scheduled
    Try It
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goproposal logo

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.
Learn more

Related categories

  • Proposal & Invoice Management
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