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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.

  1. When this happens...
    ProposifyProposify
    Proposal Won

    Triggers when a proposal is accepted by a client.

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Chat Message

    Sends a message in an existing chat.

    ActionWrite
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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
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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

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About Proposify

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

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