Proposify + Microsoft Teams Integrations

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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
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led ByRequired
  User that is leading development of this proposal.
- Template
- Client Email AddressRequired
  The email address of the client to whom this proposal should be assigned. If this email address doesn't exist yet, create a new Proposify Client using this email address.
- Due DateRequired
  The date the proposal is due.
- Proposal NameRequired
  The name of the proposal.
- Notes
  Internal notes (your client won't see these).
- Proposal Number
- Manual Total
  Manual total of a proposal.
- Manual Tax
  Manual tax of a Proposal.
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
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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
- TeamRequired
  Only teams that have the Zapier app installed from the Teams Store can be used.
- ChannelRequired
- Message Text Format
- Message TextRequired
  To mention team members, put their display name, email, or userID between “at” tags. For example, you could use <at>Jane Doe</at>, <at>jane.doe@example.com</at>, or <at>jane-doe-user-id</at> to mention a team member "Jane Doe".
Action
Write
- Api Docs Info
  API docs for Microsoft Teams are located here https://docs.microsoft.com/en-us/graph/teams-concept-overview
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Try It
- First NameRequired
  The first name of your client.
- Last NameRequired
  The last name of your client.
- Email AddressRequired
  The email address of your client.
- Company Name
  The name of the company your client works for.
- Title
  The title of your client.
- Office Number
- Mobile Number
- Address Line 1
  This field will be ignored if no company name is specified.
- Address Line 2
  This field will be ignored if no company name is specified.
- City
  This field will be ignored if no company name is specified.
- Client Website Url
  This field will be ignored if no company name is specified.
- Zip/Postal Code
  This field will be ignored if no company name is specified.
- State
  The name or ISO 3166-2 abbreviation of the client's state, province, or region. e.g. Massachusetts, MA, East Riding of Yorkshire, ERY.
- Country
  The name or ISO 3166-1-alpha-3 abbreviation of the client's country. e.g. Canada, CAN, India, IND.
- Is Default Contact
  Denotes whether or not this person is the default contact for this company. Defaults to No.
Action
Write
- TeamsRequired
Trigger
Scheduled
Try It
- ChatRequired
  Specify the chat to trigger for new messages.
- Exclude messages by you?
  If true, new messages by you will be excluded. Select false to trigger on any new messages - including those by you.
Trigger
Scheduled
Try It
- TeamRequired
  Only teams that have the Zapier app installed from the Teams Store can be used.
Trigger
Scheduled
Try It
- TeamRequired
  Only teams that have the Zapier app installed from the Teams Store can be used.
- Channel NameRequired
- Description
Action
Write
- ChatRequired
- Message TextRequired
Action
Write

How to connect Proposify + Microsoft Teams

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.

Learn more

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Proposify + Microsoft Teams Integrations

Connect your apps and automate workflows

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Led ByRequired

Template

Client Email AddressRequired

Due DateRequired

Proposal NameRequired

Notes

Proposal Number

Manual Total

Manual Tax

New Channel Mention

TeamRequired

ChannelRequired

Member

Highlight Word

New Chat

New Channel Message

TeamRequired

ChannelRequired

Send Channel Message

TeamRequired

ChannelRequired

Message Text Format

Message TextRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

First NameRequired

Last NameRequired

Email AddressRequired

Company Name

Title

Office Number

Mobile Number

Address Line 1

Address Line 2

City

Client Website Url

Zip/Postal Code

State

Country

Is Default Contact

New Channel

TeamsRequired

New Chat Message

ChatRequired

Exclude messages by you?

New Team Member

TeamRequired

Create Channel

TeamRequired

Channel NameRequired

Description

Send Chat Message

ChatRequired

Message TextRequired

About Proposify

Related categories

About Microsoft Teams

Related categories

Similar apps

Slack

Chatwork