Microsoft Teams + RiskAdvisor
Send chat messages in Microsoft Teams for new risk profiles in RiskAdvisor
Instantly streamline your risk management process with this workflow. When a new risk profile is generated in RiskAdvisor, a chat message is sent within Microsoft Teams, ensuring your team stays informed and prepared. It's a seamless communication solution for real-time updates and risk handling in your team's collaborative workspace.
Instantly streamline your risk management process with this workflow. When a new risk profile is generated in RiskAdvisor, a chat message is sent within Microsoft Teams, ensuring your team stays informed and prepared. It's a seamless communication solution for real-time updates and risk handling in your team's collaborative workspace.
- When this happens...New Risk Profile
Triggers when a new Risk Profile is created in RiskAdvisor.
- automatically do this!Send Chat Message
Sends a message to an existing chat.
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New Client
Triggers when a client is created in RiskAdvisor.
Try ItNew Policy
Triggers when a policy is created in RiskAdvisor.
Try ItTeam
Try ItRisk Profile IDRequired
First Name
Middle Name
Last Name
Date of birth
Relationship
Marital Status
Gender
Education
Occupation
License Status
Licensed State
License Number
Licensed Age
Rated
SR22 Required
Discounts
Updated Client
Triggers when a client was updated in RiskAdvisor.
Try ItQuoteForm Submitted
Triggers when a QuoteForm is submitted.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Suffix
Date of birth
Phone NumberRequired
EmailRequired
Contact Preference
Relationship
Marital Status
Gender
Education
Occupation
Lead Source
Risk Profile IDRequired
Notes
