Microsoft Teams + Simplicate

Send Microsoft Teams channel messages for new Simplicate sales acceptances

Stay informed about new sales opportunities with this Simplicate and Microsoft Teams integration. When a Sales Accepted event occurs in Simplicate, this workflow sends a channel message in Microsoft Teams, keeping your team updated about potential sales. Improve communication and collaboration by ensuring everyone is on the same page regarding sales developments.

When this happens...
Sales Accepted
Triggers when sales processes are accepted.
TriggerScheduled
automatically do this!
Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
ActionWrite

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Supported triggers and actions

What does this mean?

Invoices Paid
Triggers when invoices are paid.
Trigger
Scheduled
Try It
New Companies
Triggers when new companies are created.
Trigger
Scheduled
Try It
New Employees
Triggers when new employees are created.
Trigger
Scheduled
Try It
New Projects
Triggers when new projects are created.
Trigger
Scheduled
Try It
New Services
Triggers when new services are created.
Trigger
Scheduled
Try It

Quotes Sent
Triggers when quotes are sent in a sales process.
Trigger
Scheduled
Try It
New or Updated Companies
Triggers when companies are created or updated.
Trigger
Scheduled
Try It

New or Updated Employees
Triggers when employees are created or updated.
Trigger
Scheduled
Try It
New or Updated Projects
Triggers when projects are created or updated.
Trigger
Scheduled
Try It
Updated Services
Triggers when services or updated.
Trigger
Scheduled
Try It
- First NameRequired
- Initials
- Family Name Preposition
- Family NameRequired
- GenderRequired
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- NameRequired
- Project IDRequired
- Amount
- Price
- Invoice from
Action
Write
- SubjectRequired
- Company IDRequired
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Organization Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- IDRequired
- NameRequired
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- IDRequired
- NameRequired
- Project Number
- Company IDRequired
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Company IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Project IDRequired
Action
Search
- TeamRequired
Trigger
Scheduled
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Scheduled
Try It
- TeamRequired
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
- MessageRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write

Invoices Sent
Triggers when an invoice is sent.
Trigger
Scheduled
Try It
New Contacts
Triggers when new contacts are created.
Trigger
Scheduled
Try It
New Hours
Triggers when new hours are created.
Trigger
Scheduled
Try It
New Sales
Triggers when new sales are created.
Trigger
Scheduled
Try It
New Timeline Notes
Triggers when new timeline notes are created.
Trigger
Scheduled
Try It
Sales Accepted
Triggers when sales processes are accepted.
Trigger
Scheduled
Try It
New or Updated Contacts
Triggers when contacts created or are updated.
Trigger
Scheduled
Try It
Updated Hours
Triggers when hours or updated.
Trigger
Scheduled
Try It
New or Updated Sales
Triggers when sales are created or updated.
Trigger
Scheduled
Try It
- NameRequired
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- NameRequired
- Sales IDRequired
- Default Service IDRequired
- Revenue Group ID
- VAT Code ID
- Amount
- Price
- Track Hours
Action
Write
- NameRequired
- Project Number
- Company IDRequired
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- ContentRequired
- Posted byRequired
- Organization ID
- Employee ID
- Person ID
- Sales ID
- Project ID
Action
Write
- IDRequired
- First NameRequired
- Initials
- Family Name Preposition
- Family NameRequired
- GenderRequired
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- IDRequired
- SubjectRequired
- Company IDRequired
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Status
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Company NameRequired
Action
Search
- Contact E-mail addressRequired
Action
Search
- Sales IDRequired
Action
Search
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Scheduled
Try It
New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- TeamRequired
- ChannelRequired
- Message Text Format
- Message TextRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

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 more Help

Related categories

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About Simplicate

All-in-one CRM and project software: CRM, sales, project management, planning, time registration & invoicing.

Learn more Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Microsoft Teams + Simplicate

Send Microsoft Teams channel messages for new Simplicate sales acceptances

Invoices Paid

New Companies

New Employees

New Projects

New Services

Quotes Sent

New or Updated Companies

New or Updated Employees

New or Updated Projects

Updated Services

Create Contact

Initials

Family Name Preposition

Family NameRequired

GenderRequired

Relation Type

Email

Phone

Street and House Number

Zip Code

City

Country Code

Note

Company ID

Function

Email

Phone

Custom Field 1 - Name

Custom Field 1 - Value

Custom Field 2 - Name

Custom Field 2 - Value

Custom Field 3 - Name

Custom Field 3 - Value

Custom Field 4 - Name

Custom Field 4 - Value

Custom Field 5 - Name

Custom Field 5 - Value

Create (Fixed Fee) Service

NameRequired

Project IDRequired

Amount

Price

Invoice from

Create Sales

SubjectRequired

Company IDRequired

Contact ID

Expected Revenue

Start Date

End Date

Source

Chance to Score

Responsible Employee ID

Progress

Organization Profile ID

Note

Custom Field 1 - Name

Custom Field 1 - Value

Custom Field 2 - Name

Custom Field 2 - Value

Custom Field 3 - Name

Custom Field 3 - Value

Custom Field 4 - Name

Custom Field 4 - Value

Custom Field 5 - Name

Custom Field 5 - Value

Update Company

IDRequired

NameRequired

Street and House Number

Zip Code

City

Country Code

Relation Type

KVK