Microsoft Teams + MyDesk
Send chat messages in Microsoft Teams for new MyDesk companies
Are new prospects not being followed up on time? With the help of this Zapier template, you will be notified automatically when a new company is created in MyDesk, so you can follow up immediately.
Are new prospects not being followed up on time? With the help of this Zapier template, you will be notified automatically when a new company is created in MyDesk, so you can follow up immediately.
- When this happens...
New CompanyTriggers when a new Company is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Send Chat MessageSends a message to an existing chat.
ActionWriteCreate a new record or update an existing record in your app.
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Representative
Appointment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompanyRequired
Contact With
SubjectRequired
Description
Start DateRequired
End DateRequired
Assigned ToRequired
Location
Appointment TypeRequired
Follow UpRequired
Is ClosedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Salutation
First Name
Surname Prefixes
SurnameRequired
Function
Mobile Number
Phone Number
Email Address
Set as PrimaryRequired
ActiveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company
SubjectRequired
Description
Planned Date
Assigned ToRequired
Created ByRequired
PerformedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Code
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appCodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Name
Email Address
Website
Customer Number
Postal Code
Selection Fields Info
Company Group
Id Fields Info
Key
Id
Company TypeRequired
NameRequired
KeyRequired
Website
Email Address
Phone Number
Description
Customer Number
RepresentativeRequired
Company Group
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Subject
Selection Fields Info
Company
Representative
Created By
Status
Id Fields Info
Key
Id
CompanyRequired
SubjectRequired
Description
Amount
Estimated Success Rate
Estimated Closing Date
StatusRequired
Status Reason
Status Clarification
RepresentativeRequired
Created ByRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundChatRequired
Exclude messages by you?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeamRequired
ChannelRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeam MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChatRequired
MessageRequired
Message TextRequired
Message Text Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
ChannelRequired
Message IDRequired
Message Text Format
Reply ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
ChannelRequired
Message TextRequired
Message Text Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send ToRequired
Message Text (Optional)
Card TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChatRequired
Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
ChannelRequired
Message IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChat IDRequired
Message IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTeamRequired
Channel NameRequired
Include Archived Channels
ActionThis is an event a Zap performs.SearchFind existing data in your app
Company TypeRequired
Company Group
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatusRequired
Representative
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompleted By
Assigned To
Subject
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompanyRequired
Address TypeRequired
Street
Postal CodeRequired
CityRequired
CountryRequired
Set as Primary Visiting AddressRequired
Set as Primary Shipping AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company TypeRequired
NameRequired
KeyRequired
Website
Email Address
Phone Number
Description
Customer Number
RepresentativeRequired
Company Group
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
SubjectRequired
Description
Amount
Estimated Success Rate
Estimated Closing Date
StatusRequired
Status Reason
Status Clarification
RepresentativeRequired
Created ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company TypeRequired
Id
Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Name
Email Address
Website
Customer Number
Postal Code
Selection Fields Info
Company Group
Id Fields Info
Key
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
First Name
Surname Prefixes
Surname
Email Address
Phone Number
Mobile Number
Selection Fields Info
Company
Id Fields Info
Key
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Subject
Selection Fields Info
Company
Representative
Created By
Status
Id Fields Info
Key
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Subject
Selection Fields Info
Is Performed
Assigned To
Created By
Performed By
Company
Id Fields Info
Key
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
First Name
Surname Prefixes
Surname
Email Address
Phone Number
Mobile Number
Selection Fields Info
Company
Id Fields Info
Key
Id
CompanyRequired
Salutation
First Name
Surname Prefixes
SurnameRequired
Function
Mobile Number
Phone Number
Email Address
Set as PrimaryRequired
ActiveRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Subject
Selection Fields Info
Is Performed
Assigned To
Created By
Performed By
Company
Id Fields Info
Key
Id
Company
SubjectRequired
Description
Planned Date
Assigned ToRequired
Created ByRequired
PerformedRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTeamRequired
ChannelRequired
Member
Highlight Word
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Chat
Triggers when a new chat is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeamRequired
ChannelRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeamRequired
Channel NameRequired
Description
Favorite for All?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team Member(s)Required
Message Text Format
Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
Channel NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
Public ChannelRequired
Message TextRequired
Message Text Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChatRequired
Message Text Format
Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AvailabilityRequired
Duration (Minutes)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Display Name
First Name
Last Name
Mobile Phone
Business Phone
About Me
Birthday
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
Channel IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChat IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Microsoft Teams
