Microsoft Teams + RiskAdvisor

Submit new RiskAdvisor quoteforms and send messages in Microsoft Teams

Stay connected and address concerns promptly with this workflow. When a quote form is submitted in RiskAdvisor, a chat message is promptly sent in Microsoft Teams. This automation ensures that you are instantly alerted about customer's queries or issues, enabling immediate response and ensuring smoother operations. Maximize your productivity and enhance customer satisfaction with this seamless workflow.

When this happens...
QuoteForm Submitted
Triggers when a QuoteForm is submitted.
TriggerPolling
automatically do this!
Send Chat Message
Sends a message to an existing chat.
ActionWrite

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Supported triggers and actions

New Client
Triggers when a client is created in RiskAdvisor.
Trigger
Polling
Try It
New Policy
Triggers when a policy is created in RiskAdvisor.
Trigger
Polling
Try It
- Team
Trigger
Polling
Try It
- Risk 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
Action
Write
- ClientRequired
- Co Client
- Insurance TypeRequired
- Type of Business
Action
Write

- EmailRequired
Action
Search
- Client EmailRequired
- Risk Profile StatusRequired
Action
Search

- Client EmailRequired
- Risk Profile StatusRequired
- ClientRequired
- Co Client
- Insurance TypeRequired
- Type of Business
Action
Search or 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

Updated Client
Triggers when a client was updated in RiskAdvisor.
Trigger
Polling
Try It
QuoteForm Submitted
Triggers when a QuoteForm is submitted.
Trigger
Polling
Try It
- First NameRequired
- Middle Name
- Last NameRequired
- Suffix
- Date of birth
- Phone NumberRequired
- EmailRequired
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
Action
Write
- Risk Profile IDRequired
- Notes
Action
Write
- Risk Profile IDRequired
- Driver ID
- VIN
- Year
- Make
- Model
- Purchased At
- Garaged State
- Annual Miles
- Miles One Way
- How do you use this vehicle
- Comprehensive Deductible
- Collision Deductible
- Towing & Labor Coverage
- Rental Expense
Action
Write
- Client EmailRequired
Action
Search
- EmailRequired
- First NameRequired
- Middle Name
- Last NameRequired
- Suffix
- Date of birth
- Phone NumberRequired
- Contact Preference
- Relationship
- Marital Status
- Gender
- Education
- Occupation
- Lead Source
Action
Search or 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

About Microsoft Teams

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