Create PandaDoc documents from new Microsoft Teams channel messages
Save time and streamline your document creation process with this workflow that connects Microsoft Teams and PandaDoc. Whenever a new channel message is posted in Microsoft Teams, a document will be created in PandaDoc, ensuring your team stays organized and productive. Keep vital information accessible and easily reference past Microsoft Teams conversations in a well-formatted document.
Save time and streamline your document creation process with this workflow that connects Microsoft Teams and PandaDoc. Whenever a new channel message is posted in Microsoft Teams, a document will be created in PandaDoc, ensuring your team stays organized and productive. Keep vital information accessible and easily reference past Microsoft Teams conversations in a well-formatted document.
- When this happens...New Channel Message
Triggers when a new message is posted in a channel. Requires installation of the Zapier app from the Teams Store.
- automatically do this!Create Document
Create a document from a template.
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