Microsoft Teams + Vista Suite

Send Microsoft Teams messages for new Vista Suite transaction documents

Take your productivity to the next level by streamlining communication with this innovative workflow. Whenever there is a new transaction document in the Vista Suite app, a chat message is instantly sent in the Microsoft Teams app. This seamless integration allows you to stay in the loop about financial updates without having to constantly switch between applications. Enhance your team communication and ensure everyone is aware of important transactions in real-time.

When this happens...
New Transaction Document Triggers when a new transaction document is created.
TriggerPolling
automatically do this!
Send Chat MessageSends a message to an existing chat.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Vista Suite and Microsoft Teams

Discover other triggers and actions you can use with Vista Suite and Microsoft Teams

New Company
Triggers when a new company is added.
Trigger
Polling
Try It
- Type of Transaction
  Required
Trigger
Polling
Try It
- Transaction Id
  Required
- Pin Type Id
- Note Text
  Required
Action
Write
- Company Id
  Required
Action
Search
- Order Number
  Required
- Transaction Type
  Required
Action
Search

- Team
  Required
Trigger
Polling
Try It
- Chat
  Required
- Exclude messages by you?
Trigger
Polling
Try It

- Team
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team Member
  Required
Action
Write
- Chat
  Required
- Message
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
- Message Text Format
- Reply Content
  Required
Action
Write
- Team
  Required
- Public Channel
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Chat
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Availability
  Required
- Duration (Minutes)
Action
Write
- Info
- Chat
  Required
- Message
  Required
- Message Text
- Card Type
  Required
- Disable Buttons
- Status Text
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
Action
Search
- Chat ID
  Required
- Message ID
  Required
Action
Search
- Team
  Required
- Channel Name
  Required
- Include Archived Channels
Action
Search

New Part
Triggers when a new part is added.
Trigger
Polling
Try It
- Order Id
  Required
- Status Code
  Required
Action
Write
- transaciton id
  Required
Action
Write
- Transaction Type
  Required
Action
Search
- term
- created_company_id
  Required
- original_company_id
- misc_charge
- part_price
  Required
- part_qty
  Required
- freight_charge
  Required
- part_number
  Required
- termid_default
  Required
- vs_term_names
- qb_term_ids
Action
Search
- Team
  Required
- Channel
  Required
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel Name
  Required
- Description
- Favorite for All?
Action
Write
- Team Member(s)
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Team
  Required
- Channel Name
  Required
- Description
Action
Write
- Send To
  Required
- Approver
- Adaptive Card JSON
  Required
- Approve Button Label
- Decline Button Label
- Approval ID
Action
Write
- Team
  Required
- Channel
  Required
- Message Text
  Required
- Message Text Format
- Importance
Action
Write
- Send To
  Required
- Message Text (Optional)
- Card Type
  Required
- Add Message Context to Buttons
Action
Write
- Chat
  Required
- Message ID
  Required
Action
Write
- Info
- Display Name
- First Name
- Last Name
- Mobile Phone
- Business Phone
- About Me
- Birthday
Action
Write
- Team
  Required
- Channel ID
  Required
Action
Search
- Chat ID
  Required
Action
Search
- Search by
  Required
Action
Search

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 moreLearn moreHelpHelp

Related categories

Microsoft

Team Chat

Similar apps

Slack

Team Chat

Chatwork

Team Chat

Rocket.Chat

Team Chat

About Vista Suite

Vista Suite is a Business Management Cloud ERP Software

HelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Send channel messages in Microsoft Teams when new companies are added in Vista Suite

Related Zap Templates

Send channel messages in Microsoft Teams when new companies are added in Vista Suite