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GoProposal + Microsoft Teams

Send chat messages in Microsoft Teams when proposals are won in GoProposal

Streamline your workflow with this efficient integration. Whenever a proposal is won in GoProposal, a chat message is instantly sent in Microsoft Teams, ensuring your whole team is updated on the latest successes. This seamless process cuts down on manual updates, keeping everyone in the loop so they can celebrate the win and move on to the next task. The joy of victory and productivity go hand in hand with this slick automation.

When this happens...
Proposal WonTriggers when a proposal is won (Letter of Engagement signed) in GoProposal.
TriggerInstant
automatically do this!
Send Chat MessageSends a message to an existing chat.
ActionWrite

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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

AML Check Ready
Triggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.
Trigger
Instant
Try It
Contact Deleted
Triggers when a contact is deleted in GoProposal.
Trigger
Instant
Try It
New Draft Proposal Created
Triggers when a draft proposal is created in GoProposal.
Trigger
Instant
Try It
New Live Proposal Sent
Triggers when a live proposal is sent to a client in GoProposal.
Trigger
Instant
Try It
Proposal Deleted
Triggers when a proposal is deleted in GoProposal.
Trigger
Instant
Try It

Proposal Made Live and Sent
Triggers when a proposal is made live and sent to a client in GoProposal.
Trigger
Instant
Try It
Proposal Resent
Triggers when a proposal is resent to a client in GoProposal.
Trigger
Instant
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Proposal Superseded
Triggers when a proposal is superseded by a new version in GoProposal.
Trigger
Instant
Try It
- 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
- 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
- Chat
  Required
- Message
  Required
- Message Text
- Card Type
  Required
- Disable Buttons
- Status Text
Action
Write
- Api_docs_info
- 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

New Contact Created
Triggers when a new contact is created in GoProposal.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated in GoProposal.
Trigger
Instant
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Follow-Up Date Reminder
Triggers when a follow-up date reminder fires for a proposal in GoProposal.
Trigger
Instant
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New Proposal Created
Triggers when any proposal (live or draft) is created in GoProposal.
Trigger
Instant
Try It
Proposal Lost
Triggers when a proposal is marked as lost in GoProposal.
Trigger
Instant
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Proposal Manually Marked as Won
Triggers when a proposal is manually marked as won in GoProposal.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client in GoProposal.
Trigger
Instant
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Proposal Won
Triggers when a proposal is won (Letter of Engagement signed) in GoProposal.
Trigger
Instant
Try It
- 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
- Send To
  Required
- Approver
- Adaptive Card JSON
  Required
- Approve Button Label
- Decline Button Label
- Approval ID
Action
Write
- Team
  Required
- Channel
  Required
- Message Text
  Required
- Message Text Format
- Importance
Action
Write
- Send To
  Required
- Message Text (Optional)
- Card Type
  Required
- Add Message Context to Buttons
Action
Write
- Chat
  Required
- Message ID
  Required
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 GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

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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Related Zap Templates

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

Related Zap Templates

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