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Microsoft Teams + Process Plan

Complete tasks in Process Plan and send chat messages in Microsoft Teams

Streamline your workflow with this handy automation. When a task is completed in the Process Plan app, it instantly sends a chat message in Microsoft Teams. This will help you maintain real-time communication with your team and enhance productivity. It's a simple way to keep everyone on the same page about task updates within your organization.

Streamline your workflow with this handy automation. When a task is completed in the Process Plan app, it instantly sends a chat message in Microsoft Teams. This will help you maintain real-time communication with your team and enhance productivity. It's a simple way to keep everyone on the same page about task updates within your organization.

  1. When this happens...
    Process PlanProcess Plan
    Task Completed

    Triggers when a task is completed.

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Chat Message

    Sends a message in an existing chat.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Process TemplateRequired

    • When This Field Is UpdatedRequired

    Trigger
    Instant
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    • Process TemplateRequired

    Trigger
    Instant
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    • Process TemplateRequired

    • When This Task Is Canceled (No Selection = Any Tasks)

    Trigger
    Instant
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    • Process TemplateRequired

    • When This Tasks Due Date Is Changed (No Selection = Any Tasks)

    Trigger
    Instant
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    • Process TemplateRequired

    Trigger
    Instant
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    • Process TemplateRequired

    • When This Task Is Assigned (No Selection = Any Tasks)

    Trigger
    Instant
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    • Process TemplateRequired

    • When This Task Is Completed (No Selection = Any Tasks)

    • When This Task Response Is Used (No Selection = Any Response)

    Trigger
    Instant
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    • Process TemplateRequired

    • Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)

    Trigger
    Instant
    Try It
microsoft-teams logo
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 moreHelp

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  • Microsoft
  • Team Chat

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processplan logo
processplan logo

About Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

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