Proposify + Microsoft Teams Integrations
How to connect Proposify + Microsoft Teams
Zapier lets you send info between Proposify and Microsoft Teams automatically—no code required.
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Client Commented on a ProposalTriggers when a client has left a comment on the client view.Trigger- Client CreatedTriggers when a user creates a new client.Trigger
- Proposal CreatedTriggers when a proposal is created.Trigger
- Proposal LostTriggers when a Proposal is declined by a client.Trigger
- Proposal SentTriggers when a proposal is sent or marked as sent by a user.Trigger
- Proposal SignedTriggers when a proposal is signed by a client.Trigger
- Proposal ViewedTriggers when a proposal is viewed by a client.Trigger
- Proposal WonTriggers when a proposal is accepted by a client.Trigger
- Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
- Proposify
Creates a new client.
Scheduled
Action
- Proposify
Creates a new proposal.
Scheduled
Action
- Microsoft Teams
Triggers when a new channel is created within a team.
Scheduled
Trigger
- Microsoft Teams
Triggers when a member or highlight word is mentioned in a channel. Requires installation of the
Scheduled
Trigger
- Microsoft Teams
Triggers when a new message is received in a chat.
Scheduled
Trigger
- Microsoft Teams
Triggers when a new chat is created.
Scheduled
Trigger
- Microsoft Teams
Triggers when a new member is added to a team. Requires installation of the
Scheduled
Trigger
- Microsoft Teams
Triggers when a new message is posted in a channel. Requires installation of the
Scheduled
Trigger
- Microsoft Teams
Creates a new channel within a team. Requires installation of the
Scheduled
Action
- Microsoft Teams
Sends a message to a channel. Requires installation of the
Scheduled
Action
- Microsoft Teams
Sends a message in an existing chat.
Scheduled
Action
How Proposify + Microsoft Teams Integrations Work
- Step 1: Authenticate Proposify and Microsoft Teams.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.