Connect Microsoft Teams and Simpro to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings Microsoft Teams and Simpro together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Teams with Simpro - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Channel" from Microsoft Teams.
Add your action
An action happens after the trigger—such as "Create Company Customer" in Simpro.
You’re connected!
Zapier seamlessly connects Microsoft Teams and Simpro, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- TeamRequired
Try ItTriggerPolling- ChatRequired
- Exclude messages by you?
Try ItTriggerPolling- TeamRequired
Try ItTriggerPolling- TeamRequired
- ChannelRequired
Try ItTriggerPolling
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Try ItTriggerPolling- New Chat
Triggers when a new chat is created.
Try ItTriggerPolling - TeamRequired
- ChannelRequired
Try ItTriggerPolling- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
ActionWrite
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Practical ways you can use Microsoft Teams and Simpro
Update Teams when new Simpro quotes are created
Zapier sends a message to a designated Microsoft Teams channel whenever a new quote is created in Simpro. This ensures business owners stay informed about potential deals and quotes created in real time without manually checking on Simpro.
Business OwnerNotify the team of job updates from Simpro in Teams
Zapier sends a notification to a designated Microsoft Teams channel when a job is updated in Simpro. This keeps project managers and team members aligned without the need to manually communicate every change or monitor job statuses.
Project ManagementLearn how to automate Microsoft Teams on the Zapier blog
Frequently Asked Questions about Microsoft Teams + Simpro integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Teams and Simpro
How can I initiate integration between Microsoft Teams and Simpro?
To begin integrating Microsoft Teams with Simpro, you need to create a connection using our platform by specifying the desired triggers in Simpro and corresponding actions in Microsoft Teams, or vice versa. This process is straightforward once you have both accounts linked to our system.
What are the common triggers for this integration?
Common triggers for integrating Microsoft Teams with Simpro include job status updates, new quote creation in Simpro, or any key project milestones achieved. These triggers can then initiate actions within Microsoft Teams such as sending notifications or messages to a specific channel.
Can I customize which Simpro events trigger actions in Microsoft Teams?
Yes, our platform allows you to fully customize which events in Simpro should trigger specific actions in Microsoft Teams. You can select from various events like new job assignments or changes in project phases and decide what action they initiate, such as sending updates or alerts.
How are notifications handled between the two platforms?
Notifications from Simpro can be configured to directly post as messages into selected channels of your choice within Microsoft Teams. This ensures real-time communication and constant updates on project status without having to leave the chat application.
Are there any limitations on the types of data that can be shared?
There may be some limitations based on our platform's current integration capabilities. Generally, transactional data such as job details and quotes are easily shared between systems; however, highly confidential or sensitive data may require additional security considerations.
What happens if an error occurs during the integration process?
We monitor integrations for errors continuously. If an error arises during the process, you'll receive a notification detailing the issue. Our support team is also available to assist with resolving any problems promptly.
How often is the information synced between Microsoft Teams and Simpro?
The syncing frequency depends on how you configure your triggers and actions through our platform. Typically, data synchronization occurs immediately when an event you've selected as a trigger happens, ensuring timely updates across both systems.
