Autotask + Microsoft Teams

Send channel messages in Microsoft Teams for new opportunities in Autotask

Stay on top of new opportunities in Autotask and never miss a beat with your team on Microsoft Teams. Use this workflow to send a channel message in Microsoft Teams whenever a new opportunity arises in Autotask. This automation provides a seamless bridge between your sales and communication platforms, ensuring your team is always informed and ready to capitalize on potential deals.

Stay on top of new opportunities in Autotask and never miss a beat with your team on Microsoft Teams. Use this workflow to send a channel message in Microsoft Teams whenever a new opportunity arises in Autotask. This automation provides a seamless bridge between your sales and communication platforms, ensuring your team is always informed and ready to capitalize on potential deals.

  1. When this happens...
    AutotaskAutotask
    New Opportunity

    Triggers when a new opportunity is found.

    TriggerPolling
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Bot Message

    Sends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

    • Company

    • Assigned To Resource ID

    Trigger
    Polling
    Try It
autotask logo
autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

Related categories

  • CRM (Customer Relationship Management)

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microsoft-teams logo
microsoft-teams logo

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

Related categories

  • Microsoft
  • Team Chat

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