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Plumsail Documents + Microsoft Teams Integrations

Zapier lets you send info between Plumsail Documents and Microsoft Teams automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Supported triggers and actions

What does this mean?
    • Process NameRequired

    Action
    Write
    • TeamRequired

      Only teams that have the Zapier app installed from the Teams Store can be used.

    • ChannelRequired

    • Member

      Mentions of this member will trigger the zap. Make sure to specify a value for a member and/or a highlight word. Specifying both a member and a highlight word means that both the member and word need to be included in a message to trigger the zap.

    • Highlight Word

      Mentions of this word will trigger the zap. Case insensitive. Make sure to specify a value for a highlight word and/or a member. Specifying both a member and a highlight word means that both the member and word need to be included in a message to trigger the zap.

    Trigger
    Scheduled
    Try It
  • Microsoft Teams triggers, actions, and search

    New Chat

    Triggers when a new chat is created.

    Trigger
    Scheduled
    Try It
    • TeamRequired

      Only teams that have the Zapier app installed from the Teams Store can be used.

    • ChannelRequired

    Trigger
    Scheduled
    Try It

How to connect Plumsail Documents + Microsoft Teams

  1. Step 1: Authenticate Plumsail Documents and Microsoft Teams.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
Learn more

Related categories

  • Documents
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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

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