Microsoft Teams + Proposify
Send Microsoft Teams messages when new Proposify proposals are won
Boost your team's productivity with this seamless workflow between Proposify and Microsoft Teams. When you win a proposal in Proposify, a chat message is promptly delivered in Microsoft Teams. This ensures that your team stays updated without manually checking multiple platforms, freeing up time for more strategic tasks.
Boost your team's productivity with this seamless workflow between Proposify and Microsoft Teams. When you win a proposal in Proposify, a chat message is promptly delivered in Microsoft Teams. This ensures that your team stays updated without manually checking multiple platforms, freeing up time for more strategic tasks.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
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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
