InsuranceXDate + Microsoft Teams integrations
Send channel messages in Microsoft Teams for new business quotes in InsuranceXDate
Need to keep your team in the loop when you have a new quoting opportunity? Once set up, this integration automatically posts a channel message in Microsoft Teams when you flag a new prospect for a quote on InsuranceXDate.
- When this happens...New Company FlagsTriggers when a new company flag is created.
- automatically do this!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 InsuranceXDate and Microsoft Teams
Discover other triggers and actions you can use with InsuranceXDate and Microsoft Teams
- Save
- Contacted
- Quoting
- Written
- Nextyear
- Followup
- Appt
Try ItTriggerInstant- UidRequired
ActionSearch- TeamRequired
Try ItTriggerPolling- ChatRequired
- Exclude messages by you?
Try ItTriggerPolling
- UidRequired
ActionSearch- NameRequired
- AddressRequired
- StateRequired
ActionSearch- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Try ItTriggerPolling- New Chat
Triggers when a new chat is created.
Try ItTriggerPolling
Related categories
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