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Microsoft Teams + Gravity Forms + Insightly Integrations

How to connect Microsoft Teams + Gravity Forms + Insightly

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Do even more with Microsoft Teams + Gravity Forms + Insightly

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 Microsoft Teams, Gravity Forms, and Insightly. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • TeamRequired

      Only teams that have the Zapier app installed from the Teams Store can be used.

    • ChannelRequired

    • Member

      Mentions of this member will trigger the zap. Make sure to specify a value for a member and/or a highlight word. Specifying both a member and a highlight word means that both the member and word need to be included in a message to trigger the zap.

    • Highlight Word

      Mentions of this word will trigger the zap. Case insensitive. Make sure to specify a value for a highlight word and/or a member. Specifying both a member and a highlight word means that both the member and word need to be included in a message to trigger the zap.

    Trigger
    Scheduled
    Try It
  • Microsoft Teams triggers, actions, and search

    New Chat

    Triggers when a new chat is created.

    Trigger
    Scheduled
    Try It
    • TeamRequired

      Only teams that have the Zapier app installed from the Teams Store can be used.

    • ChannelRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

      Only teams that have the Zapier app installed from the Teams Store can be used.

    • ChannelRequired

    • Message Text Format

    • Message TextRequired

      To mention team members, put their display name, email, or userID between “at” tags. For example, you could use <at>Jane Doe</at>, <at>jane.doe@example.com</at>, or <at>jane-doe-user-id</at> to mention a team member "Jane Doe".

    Action
    Write

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How Microsoft Teams + Gravity Forms + Insightly Integrations Work

  1. Step 1: Authenticate Microsoft Teams, Gravity Forms, and Insightly.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
microsoft-teams logo

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 more

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  • Team Chat

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Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
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