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Microsoft Teams + Projetly

Microsoft Teams + Projetly integrations

Send Microsoft Teams chat messages for new or updated Projetly tasks

Keeping your team informed about new tasks can be time-consuming when done manually. This template automatically sends a Microsoft Teams chat message whenever a new task is created or updated in Projetly, so your team stays updated in real time without any extra effort.

When this happens...
New or Updated TaskTriggers when a task is created or updated.
TriggerInstant
automatically do this!
Send Chat MessageSends a message to an existing chat.
ActionWrite

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More things you can do with Projetly and Microsoft Teams

Discover other triggers and actions you can use with Projetly and Microsoft Teams

New Company Created
Triggers when a new company is created.
Trigger
Instant
Try It
New Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal Created
Triggers when a new deal is created.
Trigger
Instant
Try It
New Project Created
Triggers when a new project is created in Projetly.
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It

- Company Id
- Contact Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
  Required
- Phone (Primary)
- First Name
  Required
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
- Number of Custom Fields
Action
Write
- Company Id
  Required
- Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
  Required
- Project Type
  Required
- Select Project Template
  Required
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
  Required
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Write

- Select Company to Update
  Required
- Company Owner
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
- Company Name
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
Action
Write
- Select Deal to Update
  Required
- Account / Company Id
- Customer / Contact Id
- Default Owner Id
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
- Deal: Pipeline
- Deal: Stage / Milestone
- Select Default Deal Room Template
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Write
- Select Project
  Required
- Task Title
- Task Description
- Due Date
- Checklist Items
- Tags
Action
Write
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
  Required
- Company Name
  Required
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Number of Custom Fields
Action
Search or write
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Account / Company Id
  Required
- Customer / Contact Id
  Required
- Default Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
  Required
- Deal: Pipeline
  Required
- Deal: Stage / Milestone
  Required
- Select Default Deal Room Template
  Required
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Search or write
- Select Project
  Required
- Due
- Search Property 1
- Condition 1
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Due Date Condition
- Due Date
- Task Title
  Required
- Task Description
- Checklist Items
- Tags
Action
Search or write
- Team
  Required
- Channel
  Required
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel Name
  Required
- Description
- Favorite for All?
Action
Write
- Team Member(s)
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Team
  Required
- Channel Name
  Required
- Description
Action
Write
- Send To
  Required
- Approver
- Adaptive Card JSON
  Required
- Approve Button Label
- Decline Button Label
- Approval ID
Action
Write
- Team
  Required
- Channel
  Required
- Message Text
  Required
- Message Text Format
- Importance
Action
Write
- Send To
  Required
- Message Text (Optional)
- Card Type
  Required
- Add Message Context to Buttons
Action
Write
- Chat
  Required
- Message ID
  Required
Action
Write
- Info
- Display Name
- First Name
- Last Name
- Mobile Phone
- Business Phone
- About Me
- Birthday
Action
Write
- Team
  Required
- Channel ID
  Required
Action
Search
- Chat ID
  Required
Action
Search
- Search by
  Required
Action
Search

Existing Company Updated
Triggers when an existing company is updated.
Trigger
Instant
Try It
Existing Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
Try It
Existing Deal Updated
Triggers when an existing deal is updated.
Trigger
Instant
Try It
Existing Project Updated
Triggers when an existing project is updated.
Trigger
Instant
Try It
- Company Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
  Required
- Company Name
  Required
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Number of Custom Fields
Action
Write
- Account / Company Id
  Required
- Customer / Contact Id
  Required
- Default Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
  Required
- Deal: Pipeline
  Required
- Deal: Stage / Milestone
  Required
- Select Default Deal Room Template
  Required
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Write
- Select Project
  Required
- Task Title
  Required
- Task Description
- Due Date
- Checklist Items
- Tags
Action
Write
- Select Contact to Update
  Required
- Select Company
- Contact Owner
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
- Phone (Primary)
- First Name
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
Action
Write
- Select Project to Update
  Required
- Company Id
- Owner Id
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
- Project Type
- Select Project Template
- Account: Account Name
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Write
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Select Project
  Required
- Due
- Search Property 1
- Condition 1
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Due Date Condition
- Due Date
Action
Search
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Id
- Contact Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
  Required
- Phone (Primary)
- First Name
  Required
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
- Number of Custom Fields
Action
Search or write
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Id
  Required
- Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
  Required
- Project Type
  Required
- Select Project Template
  Required
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
  Required
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Search or write
- Team
  Required
Trigger
Polling
Try It
- Chat
  Required
- Exclude messages by you?
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team Member
  Required
Action
Write
- Chat
  Required
- Message
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
- Message Text Format
- Reply Content
  Required
Action
Write
- Team
  Required
- Public Channel
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Chat
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Availability
  Required
- Duration (Minutes)
Action
Write
- Info
- Chat
  Required
- Message
  Required
- Message Text
- Card Type
  Required
- Disable Buttons
- Status Text
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
Action
Search
- Chat ID
  Required
- Message ID
  Required
Action
Search
- Team
  Required
- Channel Name
  Required
- Include Archived Channels
Action
Search

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.

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About Projetly

Projetly is an AI-powered platform to streamline onboarding, manage projects, automate workflows, and collaborate with customers in digital sales rooms.

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