Send Microsoft Teams messages for new tasks in Wealthbox CRM
Stay organized and promptly notify your team about new tasks in Wealthbox CRM with this seamless integration. With this workflow, whenever a new task pops up in Wealthbox CRM, a chat message is instantly sent in your Microsoft Teams. This way, you ensure no critical task is missed and your project progresses smoothly. Speed up your communication process while keeping your teams aligned with the task updates.
Stay organized and promptly notify your team about new tasks in Wealthbox CRM with this seamless integration. With this workflow, whenever a new task pops up in Wealthbox CRM, a chat message is instantly sent in your Microsoft Teams. This way, you ensure no critical task is missed and your project progresses smoothly. Speed up your communication process while keeping your teams aligned with the task updates.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
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