Microsoft Teams + Wealthbox CRM

Send channel messages in Microsoft Teams for new comments in Wealthbox CRM

Keep your team updated every time a new comment is posted in Wealthbox CRM. This automation will send a channel message in Microsoft Teams as soon as a new comment is posted in your Wealthbox CRM. No need for manual entries, keeping your team informed in real-time, ensuring prompt actions and discussions.

Keep your team updated every time a new comment is posted in Wealthbox CRM. This automation will send a channel message in Microsoft Teams as soon as a new comment is posted in your Wealthbox CRM. No need for manual entries, keeping your team informed in real-time, ensuring prompt actions and discussions.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Comment

    Triggers when a new comment is created.

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Channel Message

    Sends a message to an existing channel.

    ActionWrite
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Supported triggers and actions

  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
microsoft-teams logo
microsoft-teams logo

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

Related categories

  • Microsoft
  • Team Chat

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wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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