Proposify + Microsoft Teams Integrations

How to connect Proposify + Microsoft Teams

Zapier lets you send info between Proposify and Microsoft Teams automatically—no code required.

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Supported triggers and actions

What does this mean?

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant

Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant

Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant

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.

Connect apps

Connect Proposify + Microsoft Teams

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.

Learn More

Related categories

Proposal & Invoice Management

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.