BrokerEngine + Microsoft Teams
Send chat messages in Microsoft Teams when document requests are done in BrokerEngine
Streamline your document tracking process by enabling this workflow between BrokerEngine and Microsoft Teams. Upon the completion of a document request in BrokerEngine, a chat message will be sent in Microsoft Teams. This automation helps keep your team on the same page, eliminating any delays or communication mishaps, thereby enhancing productivity and efficiency.
Streamline your document tracking process by enabling this workflow between BrokerEngine and Microsoft Teams. Upon the completion of a document request in BrokerEngine, a chat message will be sent in Microsoft Teams. This automation helps keep your team on the same page, eliminating any delays or communication mishaps, thereby enhancing productivity and efficiency.
- When this happens...Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
- automatically do this!Send Chat Message
Sends a message to an existing chat.
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Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
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Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
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