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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.

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.

  1. When this happens...
    GoProposalGoProposal
    Proposal Won

    Triggers when a proposal is won.

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

    Sends a message in an existing chat.

    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
microsoft-teams logo

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