Deskera + Microsoft Teams

Create Microsoft Teams chat messages for new Deskera crm+ deals

Stay up-to-date with your CRM deals and streamline team communication with this Deskera and Microsoft Teams integration. When a new CRM+ Deal is added in Deskera, a chat message will be sent automatically in your desired Microsoft Teams channel. This workflow helps you share important deal updates with your team, ensuring everyone stays informed and can act promptly.

When this happens...
New CRM+ Deal
Triggers when a New Deal is Created in CRM+.
TriggerInstant
automatically do this!
Send Chat Message
Sends a message to an existing chat.
ActionWrite

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Supported triggers and actions

New CRM+ Contact
Triggers when a New Contact is Created in CRM+.
Trigger
Instant
Try It
New Contact
Triggers when a New Contact is Created.
Trigger
Instant
Try It
New CRM Deal
Triggers when a New Deal is Created in CRM.
Trigger
Instant
Try It
- Account CodeRequired
- Account NameRequired
- Account DescriptionRequired
- Account Group IdRequired
- Account Group NameRequired
- Tax CodeRequired
- Currency CodeRequired
- Account StatusRequired
Action
Write
- Contact Id
- Contact NameRequired
- email IdRequired
- Receivable Account CodeRequired
- Payable Account CodeRequired
- Currency CodeRequired
- Payment Term CodeRequired
- Billing Address1Required
- Billing Address2
- Billing Country
- Billing State
- Billing City
- Billing PostalCode
- Is Preferred Billing Address?Required
- Shipping Address1Required
- Shipping Address2
- Shipping Country
- Shipping State
- Shipping City
- Shipping PostalCode
- Is Preferred Shipping Address?Required
- StatusRequired
- Is Customer?Required
- Is Vendor?Required
Action
Write

- NameRequired
- TypeRequired
- Organization
- Label
- Email
- Country Code
- Phone
- Address
- Visibility
- Owner
- Sub Owners
Action
Write
- Document Type
- Document Code
- Purchase Order Ref No
- CurrencyRequired
- Exchange Rate
- Sales Invoice DateRequired
- Sales Invoice Due DateRequired
- Memo
- Attachments
- Unit Price GstInclusiveRequired
- Due AmountRequired
- Is Recurring?Required
- Is Recurring Activated?Required
- Product CodeRequired
- Product Description
- Product QuantityRequired
- Unit PriceRequired
- DiscountRequired
- Discount In PercentRequired
- Tax Code
- Tax AmountRequired
- Total AmountRequired
- Product Order
- Product TypeRequired
- Recurrence Type
- Recurrence Frequency
- Invoice Recurring Count
- Recurrence End Date
- Contact NameRequired
- Contact AddressRequired
- Ship From Address1Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Ship By DateRequired
- Fulfillment Status
- Is Draft?
- Fulfillment Complete
- Document Sequence Code
- Sequence Format
- Is Opening Invoice?Required
- Total AmountRequired
- Payable Account Code
- Tax AmountRequired
- Opening Document Number
- StatusRequired
Action
Write

- Is Draft?
- Ship From Address1Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Document Sequence Code
- Sequence Format
- Vendor Code
- Currency CodeRequired
- Contact NameRequired
- Contact AddressRequired
- Delivery DateRequired
- Document DateRequired
- Due DateRequired
- Exchange Rate
- Memo
- Order Type
- Unit Price GstInclusiveRequired
- Attachments
- Total AmountRequired
- Opening Order
- Document Type
- Document Code
- StatusRequired
- Account Code
- Product Code
- Product Description
- Product Quantity
- Unit Price
- Discount
- Discount In Percent
- Tax Code
- Tax Amount
- Total Amount
- Product Order
- Purchase Order Item Code
- Is Drop Ship?
- Warehouse Code
- Back Order
Action
Write
- Contact CodeRequired
- Contact NameRequired
- Ship From Address1Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- CurrencyRequired
- Contact AddressRequired
- Exchange Rate
- Quotation Code
- Document Sequence Code
- Sequence Format
- Document DateRequired
- Fulfillment DateRequired
- Fulfillment On
- Valid Till DateRequired
- Closed Date
- Memo
- Unit Price GstInclusiveRequired
- Attachments
- Status
- Fulfillment Status
- Is Deleted?
- Document TypeRequired
- Document CodeRequired
- Product CodeRequired
- Document Sequence Code
- Product NameRequired
- Product DescriptionRequired
- Product QuantityRequired
- Unit PriceRequired
- DiscountRequired
- Discount In PercentRequired
- Tax Code
- Tax Name
- Tax Amount
- AmountRequired
- Product Order
- Quotation Item CodeRequired
- Product TypeRequired
- Available QuantityRequired
- Total AmountRequired
- Is Draft?
- Ship By DateRequired
- Fulfillment TypeRequired
Action
Write
- TeamRequired
Trigger
Polling
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- Team MemberRequired
Action
Write
- ChatRequired
- MessageRequired
- Message TextRequired
- Message Text Format
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
- Message Text Format
- Reply ContentRequired
Action
Write
- TeamRequired
- ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- Send ToRequired
- Message Text (Optional)
- Card TypeRequired
Action
Write
- TeamRequired
- Channel IDRequired
Action
Search
- Chat IDRequired
Action
Search
- Search byRequired
Action
Search

New CRM+ Deal
Triggers when a New Deal is Created in CRM+.
Trigger
Instant
Try It
New CRM Contact
Triggers when a New Contact is Created in CRM.
Trigger
Instant
Try It
New Product
Triggers when a New Product is Created.
Trigger
Instant
Try It
- Product CodeRequired
- Product DescriptionRequired
- Product QuantityRequired
- Unit PriceRequired
- DiscountRequired
- Discount In PercentRequired
- Tax CodeRequired
- Tax AmountRequired
- Total AmountRequired
- Product OrderRequired
- Purchase Invoice Item Code
- Is Draft?
- Is Received Completed?
- Ship From Address1Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Document Sequence Code
- Sequence Format
- Is Opening Invoice?
- Total AmountRequired
- Payable Account Code
- Tax AmountRequired
- Opening Document Number
- StatusRequired
- Contact CodeRequired
- Purchase Invoice TypeRequired
- Document Type
- Document Code
- Supplier Invoice Number
- Purchase Order Ref No
- CurrencyRequired
- Exchange Rate
- Purchase Invoice DateRequired
- Purchase Invoice Due DateRequired
- Memo
- Attachments
- Unit Price GstInclusiveRequired
- Due Amount
- Is Recurring?Required
- Is Recurring Activated?Required
- Receipt StatusRequired
- Account Code
- Account Description
- Discount
- Discount In Percent
- Tax Code
- Tax Amount
- Amount
- Total Amount
- Account Order
- Recurrence Type
- Recurrence Frequency
- Invoice Recurring Count
- Recurrence End Date
- Contact NameRequired
- Contact AddressRequired
Action
Write
Create a New Contact in CRM+
Creates a new Contact in CRM+ on a specified action
Action
Write
- NameRequired
- Email
- Contact Number
- New People Name
- Organization
- Amount
- PipelineRequired
- StageRequired
- Closing DateRequired
- Deal Date
- Visibility
- Owner
- Sub Owners
Action
Write
- Order IDRequired
- Total Price
- Sub Total PriceRequired
- Taxes IncludedRequired
- Financial StatusRequired
- Email
- Contact IDRequired
- Contact First NameRequired
- Contact Last NameRequired
- Contact Email
- Line Items Product IdRequired
- Line Items QuantityRequired
- Line Items PriceRequired
- Line Items Tax Rate
- Line Items TitleRequired
- Line Items DiscountRequired
- Total TaxRequired
- Total DiscountRequired
- Shipping Lines
- Payment Account Code
- Billing Address1
- Billing Address2
- Billing CountryRequired
- Billing StateRequired
- Billing CityRequired
- Billing Postal CodeRequired
- Shipping Address1
- Shipping Address2
- Shipping CountryRequired
- Shipping StateRequired
- Shipping CityRequired
- Shipping Postal CodeRequired
Action
Write
- Product NameRequired
- Product typeRequired
- Product IdRequired
- Product Barcode
- Product description
- Purchase account codeRequired
- Sales account codeRequired
- Purchase return account code
- Sales return account code
- Purchase tax code
- Sales tax code
- Is purchase price tax inclusive?Required
- Is sales price tax inclusive?Required
- Stock UomRequired
- Cost Of Goods Sold AccountRequired
- Stock Adjustment AccountRequired
- Inventory AccountRequired
- Category code
- Category Description
- Is TaxableRequired
Action
Write
- IdRequired
- NameRequired
- Email
- Contact Number
- New People Name
- Organization
- Amount
- PipelineRequired
- StageRequired
- Closing DateRequired
- Deal Date
- Visibility
- Owner
- Sub Owners
Action
Write
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- Team Member(s)Required
- Message Text Format
- Message TextRequired
Action
Write
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- TeamRequired
- Public ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
Action
Search
- Chat IDRequired
- Message IDRequired
Action
Search
- TeamRequired
- Channel NameRequired
- Include Archived Channels
Action
Search

About Deskera

Deskera is all you need to manage your organization's business and financial requirements.

Related categories

Accounting

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

Deskera + Microsoft Teams

Create Microsoft Teams chat messages for new Deskera crm+ deals

New CRM+ Contact

New Contact

New CRM Deal

Create a New Account

Create a New Contact

Create a New Contact in CRM

Create a New Sales Invoice

Create a New Order

Create a New Quotation

New Channel

New Chat Message

New Team Member

New Reply to Message

Create One-on-One Chat

Edit Chat Message

Reply to Channel Message

Send Channel Message

Send Message with Card

Get Channel by ID

Get Chat by ID

Find Team Member

New CRM+ Deal

New CRM Contact

New Product

Create a New Bill

Create a New Contact in CRM+

Create a New Deal in CRM

Create a New Sales Invoice - Shopify Integration

Create New Product

Update an Existing Deal in CRM

New Channel Mention

New Chat

New Channel Message

Create Channel

Create Chat and Send Message

Create Private Channel

Send Bot Message

Send Chat Message

API Request (Beta)

Get Channel Message

Get Chat Message

Find Public Channels

About Deskera

Related categories

About Microsoft Teams

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