Insightly + Microsoft Teams + Gravity Forms Integrations
How to connect Insightly + Microsoft Teams + Gravity Forms
Zapier lets you send info between Insightly, Microsoft Teams, and Gravity Forms automatically—no code required.
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Do even more with Insightly + Microsoft Teams + Gravity Forms
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Insightly, Microsoft Teams, and Gravity Forms. And don’t forget that you can add more apps and actions to create complex workflows.
Deleted RecordTriggers when a record is deleted.Trigger- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when a record is updated.Trigger
- Create RecordCreates a RecordAction
- Update RecordUpdates a RecordAction
- Find RecordFinds an existing RecordAction
New ChannelTriggers when a new channel is created within a team.Trigger- Microsoft Teams
Triggers when a member or highlight word is mentioned in a channel. Requires installation of the
Scheduled
Trigger
- Microsoft Teams
Triggers when a new message is received in a chat.
Scheduled
Trigger
- Microsoft Teams
Triggers when a new chat is created.
Scheduled
Trigger
- Microsoft Teams
Triggers when a new member is added to a team. Requires installation of the
Scheduled
Trigger
- Microsoft Teams
Triggers when a new message is posted in a channel. Requires installation of the
Scheduled
Trigger
- Microsoft Teams
Creates a new channel within a team. Requires installation of the
Scheduled
Action
- Microsoft Teams
Sends a message to a channel. Requires installation of the
Scheduled
Action
- Microsoft Teams
Sends a message in an existing chat.
Scheduled
Action
- Gravity Forms
Triggers when the specified form is submitted.
Instant
Trigger
- Gravity Forms
Creates a new form entry.
Scheduled
Action
- Gravity Forms
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
Scheduled
Action
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How Insightly + Microsoft Teams + Gravity Forms Integrations Work
- Step 1: Authenticate Insightly, Microsoft Teams, and Gravity Forms.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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