Microsoft Teams + MyDesk

Send channel messages in Microsoft Teams for new MyDesk leads

Do you forget to follow up with new leads? With the help of this Zapier template, you get an automatic channel message in Microsoft Teams whenever a new lead is created in MyDesk. This way, you'll never forget to contact a new lead again.

When this happens...
New Company
Triggers when a new Company is created.
TriggerPolling
automatically do this!
Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
ActionWrite

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Supported triggers and actions

- Representative
- Appointment Type
Trigger
Polling
Try It
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- Representative
Trigger
Polling
Try It
- Assigned To
- Subject
Trigger
Polling
Try It

- CompanyRequired
- SubjectRequired
- Description
- Start DateRequired
- End DateRequired
- Assigned ToRequired
- Location
- Appointment TypeRequired
- Follow UpRequired
Action
Write
- CompanyRequired
- Salutation
- First Name
- Surname Prefixes
- SurnameRequired
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as PrimaryRequired
- ActiveRequired
Action
Write

- Company
- SubjectRequired
- Description
- Planned Date
- Assigned ToRequired
- Created ByRequired
- PerformedRequired
- Completed Date
Action
Write
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Name matchRequired
Action
Search
- CodeRequired
Action
Search
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Name matchRequired
- Company TypeRequired
- NameRequired
- KeyRequired
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- RepresentativeRequired
- Company Group
Action
Search or write
- TeamRequired
Trigger
Polling
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
- MessageRequired
Trigger
Polling
Try It
- Team MemberRequired
Action
Write
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- TeamRequired
- ChannelRequired
- Message Text Format
- Message TextRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Company TypeRequired
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- StatusRequired
- Representative
Trigger
Polling
Try It
- Completed By
- Assigned To
- Subject
Trigger
Polling
Try It
- CompanyRequired
- Address TypeRequired
- Street
- Postal CodeRequired
- CityRequired
- CountryRequired
- Set as Primary Visiting AddressRequired
- Set as Primary Shipping AddressRequired
Action
Write
- Company TypeRequired
- NameRequired
- KeyRequired
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- RepresentativeRequired
- Company Group
Action
Write
- CompanyRequired
- SubjectRequired
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- StatusRequired
- RepresentativeRequired
- Created ByRequired
Action
Write
- Company TypeRequired
- Id
- Key
Action
Write
- Info
- Company
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Key
- Id
- InfoSettings
- Minimum matchesRequired
Action
Search
- Name
- Code
Action
Search
- Info
- Company
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- CompanyRequired
- Salutation
- First Name
- Surname Prefixes
- SurnameRequired
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as PrimaryRequired
- ActiveRequired
Action
Search or write
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- Team Member(s)Required
- Message Text Format
- Message TextRequired
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
- Message Text Format
- Reply ContentRequired
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write
- Search byRequired
Action
Search

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