Microsoft Teams + Pixie

Notify Microsoft Teams channels when new Pixie jobs start

Increase visibility by posting a notification into a Microsoft Teams channel when a new job is started in Pixie.

When this happens...
Job Started
Triggers when a job starts.
TriggerInstant
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

What does this mean?

Job Assigned
Triggers when a job is assigned or reassigned to a team member.
Trigger
Instant
Try It
Job Started
Triggers when a job starts.
Trigger
Instant
Try It
Contact Created/Updated
Triggers when a contact is created or updated.
Trigger
Instant
Try It
- ClientRequired
- TemplateRequired
Action
Write
- NameRequired
- Client ID
- Client ManagerRequired
- Client Type
- Email
- Primary Contact - First Name
- Primary Contact - Last Name
- Primary Contact - First and Last Name
- Primary Contact - Email
- Primary Contact - Phone Number
- Primary Contact - Job Title
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
Action
Write

- ClientRequired
- Job NameRequired
- Job Template
- DeadlineRequired
- AssigneeRequired
Action
Write
- EmailRequired
Action
Search

- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Scheduled
Try It
New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- TeamRequired
- ChannelRequired
- Message Text Format
- Message TextRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Job Finished
Triggers when all tasks of a job are completed.
Trigger
Instant
Try It
Client Created/Updated
Triggers when a new client is created or updated in Pixie.
Trigger
Instant
Try It
- ClientRequired
- First NameRequired
- Last Name
- First and Last Name
- EmailRequired
- Contact ID
- Phone Number
- Job Title
- Greeting
Action
Write
- JobRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write
- Id
- Name
Action
Search
- TeamRequired
Trigger
Scheduled
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Scheduled
Try It
- TeamRequired
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
- MessageRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write

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 Help

Related categories

Similar apps

Slack

Team Chat

Chatwork

Team Chat

Rocket.Chat

Team Chat

About Pixie

Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Microsoft Teams + Pixie

Notify Microsoft Teams channels when new Pixie jobs start

Job Assigned

Job Started

Contact Created/Updated

Add Recurring Task to Client

TemplateRequired

Create/Update Client

NameRequired

Client ID

Client ManagerRequired

Client Type

Email

Primary Contact - First Name

Primary Contact - Last Name

Primary Contact - First and Last Name

Primary Contact - Email

Primary Contact - Phone Number

Primary Contact - Job Title

Address Line 1

Address Line 2

City

State

Postal Code

Country

Start Job

ClientRequired

Job NameRequired

Job Template

DeadlineRequired

AssigneeRequired

Find Contact

EmailRequired

New Channel Mention

TeamRequired

ChannelRequired

Member

Highlight Word

New Chat

New Channel Message

TeamRequired

ChannelRequired

Create Channel

TeamRequired

Channel NameRequired

Description

Favorite for All?

Send Channel Message

TeamRequired

ChannelRequired

Message Text Format

Message TextRequired

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Job Finished

Client Created/Updated

Add/Update Contact to Client

ClientRequired

First NameRequired

Last Name

First and Last Name

EmailRequired

Contact ID

Phone Number

Job Title

Greeting

Complete Job

JobRequired

Invite New User

First NameRequired

Last NameRequired

EmailRequired