Loading

Microsoft Teams + Proposify

Create new Microsoft Teams channels when Proposify proposals are signed

Effortlessly streamline your sales process by connecting Proposify and Microsoft Teams with this seamless workflow. Whenever a proposal is signed in Proposify, a new channel will be created in Microsoft Teams, keeping your team informed and facilitating collaboration on the project. No more manual updates needed, as this integration takes care of it all for you.

Effortlessly streamline your sales process by connecting Proposify and Microsoft Teams with this seamless workflow. Whenever a proposal is signed in Proposify, a new channel will be created in Microsoft Teams, keeping your team informed and facilitating collaboration on the project. No more manual updates needed, as this integration takes care of it all for you.

  1. When this happens...
    ProposifyProposify
    Proposal Signed

    Triggers when a proposal is signed by a client.

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Create Channel

    Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Proposify triggers, actions, and search

    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
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

Related categories

  • Microsoft
  • Team Chat

Similar apps

Slack integrationsSlack integrations

Slack

Team Chat
Chatwork integrationsChatwork integrations

Chatwork

Team Chat
Rocket.Chat integrationsRocket.Chat integrations

Rocket.Chat

Team Chat
proposify logo

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.

Related categories