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.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Channel
Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
