GoProposal + Microsoft Teams

Send channel messages in Microsoft Teams for new won proposals in GoProposal

When a proposal is successfully accepted in GoProposal, this automation ensures your team is promptly notified. With this workflow, every time a proposal is won in GoProposal, a channel message will be immediately sent in Microsoft Teams, keeping everyone updated and allowing for quick-action and response. This automation enhances seamless communication in your team, ensuring no triumph goes unnoticed.

When this happens...
Proposal Won
Triggers when a proposal is won.
TriggerInstant
automatically do this!
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

Draft Proposal Created
Triggers when a new draft proposal is created.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is won.
Trigger
Instant
Try It
- 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

Proposal Created
Triggers when a new live proposal is created.
Trigger
Instant
Try It
- 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

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

Related categories

Proposal & Invoice Management

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