Microsoft Teams + Proposify
Send channel messages in Microsoft Teams when proposals are won in Proposify
With this workflow, when a proposal is won in Proposify, a message will be sent in a designated Microsoft Teams channel. This allows instant updates for your team, enhancing communication and speeding up response times. Boost your productivity with this automatic way to share significant achievement directly from Proposify to Microsoft Teams.
With this workflow, when a proposal is won in Proposify, a message will be sent in a designated Microsoft Teams channel. This allows instant updates for your team, enhancing communication and speeding up response times. Boost your productivity with this automatic way to share significant achievement directly from Proposify to Microsoft Teams.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Send Channel Message
Sends a message to a channel. 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
