Create Microsoft Teams channel messages for new Redtail CRM activities
Easily stay informed about new activities in your Redtail CRM by sending a message to a Microsoft Teams channel. This automation helps you keep your team in the loop whenever an activity is created in Redtail CRM, ensuring prompt communication and improved collaboration. Say goodbye to manual checks and keep everyone on the same page with this simple workflow.
Easily stay informed about new activities in your Redtail CRM by sending a message to a Microsoft Teams channel. This automation helps you keep your team in the loop whenever an activity is created in Redtail CRM, ensuring prompt communication and improved collaboration. Say goodbye to manual checks and keep everyone on the same page with this simple workflow.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- 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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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It