Microsoft Teams + Quotient
Send Microsoft Teams messages when new quotes are accepted in Quotient
When a quote gets approved in Quotient, ensure none of your team misses out on the good news by allowing this workflow to instantly post a message in your preferred Microsoft Teams channel. This seamless integration offers an efficient way to keep your team updated and aligned regarding important business transactions, reducing manual checks and fostering swift communication.
When a quote gets approved in Quotient, ensure none of your team misses out on the good news by allowing this workflow to instantly post a message in your preferred Microsoft Teams channel. This seamless integration offers an efficient way to keep your team updated and aligned regarding important business transactions, reducing manual checks and fostering swift communication.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- 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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Quote Accepted
Triggers when a Quote is Accepted.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
