Microsoft Teams + Wunderite

Send Microsoft Teams chat messages when new signature forms are completed in Wunderite

When a new signature form is completed in Wunderite, this Zap automatically sends a chat message in Microsoft Teams to notify the appropriate user or channel. It delivers real-time visibility into completed signatures without requiring teams to monitor Wunderite manually. This helps teams follow up faster, stay aligned, and keep workflows moving as soon as forms are signed.

When this happens...
New Completed Signature FormTriggers when a new signature form has been completed and has an available PDF for download.
TriggerPolling
automatically do this!
Send Chat MessageSends a message to an existing chat.
ActionWrite

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More things you can do with Wunderite and Microsoft Teams

Discover other triggers and actions you can use with Wunderite and Microsoft Teams

- Risk Profile UUID
- Risk Profile Type
- Sort
- Sort Order
Trigger
Polling
Try It
- Search
- Profile Type
- Include Address
- Risk Profile UUID
Trigger
Polling
Try It
- Risk Profile
  Required
- Premise
  Required
- Building Number
- Description
- Construction Type
- Sprinkler System
- Year Built
- Number of Stories
- Floor Area (Sq Ft)
- Occupancy
- Protection Class
- Flood Zone
- Insurance-to-Value (ITV)
- Assessed Value
- Appraised Value
- Notes
- HazardHub Warning Header
- Auto-fill COPE Data?
- Include Related Data
Action
Write
- Profile Type
  Required
Action
Write
- Personal Risk Profile
  Required
- Description
  Required
- Address Details
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip Code
- Address County
- Address Country
- Home Details
- Construction Type
- Sprinkler System
- Year Built
- Number of Stories
- Floor Area (Sq Ft)
- Occupancy
- Protection Class
- Flood Zone
- Insurance-to-Value (ITV)
- Assessed Value
- Appraised Value
- Notes
- Include Related Data
Action
Write

- Risk Profile
  Required
- Premise
  Required
- Class Code
- Exposure Amount
- Premium Base
- Is Foreign?
- Notes
Action
Write
- Profile Type
  Required
- Name
  Required
- Segment UUID
- Phone
- Phone Extension
- Address Details
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip Code
- Add Me as Collaborator
Action
Write

- Profile Type
  Required
Action
Write
- HTTP Method
  Required
- Endpoint Path
  Required
- Query Params (JSON)
- Body (JSON)
- Additional Headers (JSON)
- ID Field Path
Action
Write
- Risk Profile
  Required
- Building
  Required
Action
Write
- Profile Type
  Required
- Driver
  Required
Action
Write
- Personal Risk Profile
  Required
- Home
  Required
Action
Write
- Risk Profile
  Required
- Liability Exposure
  Required
Action
Write
- Profile Type
  Required
Action
Write
- Profile Type
  Required
- Vehicle
  Required
Action
Write
- Profile Type
  Required
Action
Write
- Risk Profile
  Required
- Contact
  Required
- Prefix
- First Name
- Last Name
- Suffix
- Job Title
- Is Employee?
- Contact Roles
- Is Primary Contact?
- LinkedIn URL
- Notes
Action
Write
- Profile Type
  Required
Action
Write
- Risk Profile
  Required
- Legal Entity
  Required
- Name
- Is First Named Insured?
- Description
- FEIN (Tax ID)
- Entity Type
- State of Incorporation
- Date of Organization
- Website
- DOT Number
- Annual Sales
- Annual Payroll
- Fiscal Year Start Month
- Fiscal Year Start Day
- Notes
Action
Write
- Risk Profile
  Required
- Premise
  Required
- Location Number
- Description
- Notes
- Address Details
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip Code
- Address County
- Address Country
- Include Related Data
Action
Write
- Risk Profile
  Required
- Filter by Building
  Required
- Subject of Insurance
  Required
- Subject of Insurance Type
- Move to Different Building
- Amount (in Cents)
- Valuation Method
- Coinsurance %
- Cause of Loss
- Inflation Guard %
- Deductible (in Cents)
- Deductible Type
- Forms and Conditions
- Include Related Data
Action
Write
- Risk Profile
  Required
- Workers Comp Exposure
  Required
- State
- Class Code
- Premise
- Projected Payroll
- Notes
Action
Write
- Risk Profile
  Required
- Search Query
- Filter by Premise
- Include Related Data
Action
Search
- Risk Profile
  Required
- Search Name
  Required
Action
Search
- Personal Risk Profile
  Required
- Search Query
- Include Related Data
Action
Search
- Search Query (Fuzzy Match)
- Exact Class Code
- Description (Exact/Fuzzy Match)
Action
Search
- Risk Profile
  Required
- Search Query
- Location Number
Action
Search
- Risk Profile
  Required
- Search Query
  Required
Action
Search
- State
  Required
- Class Code (Filter)
- Search (Fuzzy)
- Description (Filter)
Action
Search
- Team
  Required
- Channel
  Required
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel Name
  Required
- Description
- Favorite for All?
Action
Write
- Team Member(s)
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Team
  Required
- Channel Name
  Required
- Description
Action
Write
- Send To
  Required
- Approver
- Adaptive Card JSON
  Required
- Approve Button Label
- Decline Button Label
- Approval ID
Action
Write
- Team
  Required
- Channel
  Required
- Message Text
  Required
- Message Text Format
- Importance
Action
Write
- Send To
  Required
- Message Text (Optional)
- Card Type
  Required
- Add Message Context to Buttons
Action
Write
- Chat
  Required
- Message ID
  Required
Action
Write
- Info
- Display Name
- First Name
- Last Name
- Mobile Phone
- Business Phone
- About Me
- Birthday
Action
Write
- Team
  Required
- Channel ID
  Required
Action
Search
- Chat ID
  Required
Action
Search
- Search by
  Required
Action
Search

- Risk Type
  Required
- Risk Profile
- Sort
- Sort Order
Trigger
Polling
Try It
- Profile Type
  Required
- Interest Name
  Required
- Interest Type
- Website
- Description
- Notes
- Address Details
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip Code
- Address County
- Address Country
Action
Write
- Risk Profile
  Required
- Prefix
- First Name
  Required
- Last Name
  Required
- Suffix
- Job Title
- Work Email
- Personal Email
- Other Email
- Work Phone
- Mobile Phone
- Home Phone
- Fax Number
- Other Phone
- Is Employee?
- Contact Roles
- Is Primary Contact?
- LinkedIn URL
- Notes
Action
Write
- Profile Type
  Required
Action
Write
- Risk Profile
  Required
- Name
  Required
- Is First Named Insured?
- Description
- FEIN (Tax ID)
- Entity Type
- State of Incorporation
- Date of Organization
- Website
- DOT Number
- Annual Sales
- Annual Payroll
- Fiscal Year Start Month
- Fiscal Year Start Day
- Notes
- Include Related Data
Action
Write
- Risk Profile
  Required
- Location Number
- Description
- Notes
- Address Details
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip Code
- Address County
Action
Write
- Risk Profile
  Required
- Building
  Required
- Subject of Insurance
  Required
- Amount (in Cents)
  Required
- Valuation Method
- Coinsurance %
- Cause of Loss
- Inflation Guard %
- Deductible (in Cents)
- Deductible Type
- Forms and Conditions
- Include Related Data
Action
Write
- Risk Profile
  Required
- State
  Required
- Class Code
  Required
- Premise
  Required
- Projected Payroll
- Notes
- Include Related Data
Action
Write
- Profile Type
  Required
- Additional Interest
  Required
Action
Write
- Risk Profile
  Required
- Contact
  Required
Action
Write
- Profile Type
  Required
- Equipment
  Required
Action
Write
- Risk Profile
  Required
- Legal Entity
  Required
Action
Write
- Risk Profile
  Required
- Premise
  Required
Action
Write
- Risk Profile
  Required
- Filter by Building
  Required
- Subject of Insurance
  Required
Action
Write
- Risk Profile
  Required
- Workers Comp Exposure
  Required
Action
Write
- Risk Profile
  Required
- Building
  Required
- Premise
- Building Number
- Description
- Construction Type
- Sprinkler System
- Year Built
- Number of Stories
- Floor Area (Sq Ft)
- Occupancy
- Protection Class
- Flood Zone
- Insurance-to-Value (ITV)
- Assessed Value
- Appraised Value
- Notes
- HazardHub Warning Header
- Auto-fill COPE Data?
- Include Related Data
Action
Write
- Profile Type
  Required
- Driver
  Required
- First Name
- Middle Name
- Last Name
- Driver Number
- Date of Birth
- License Number
- License State
- License Expiration
- Sex
- Marital Status
- Year Licensed
- Percent Use
- Primary Vehicle
- Notes
- Driver Address Details
- Driver Address Line 1
- Driver Address Line 2
- Driver Address City
- Driver Address State
- Driver Address Zip Code
- Driver Address County
Action
Write
- Personal Risk Profile
  Required
- Home
  Required
- Description
- Address Details
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip Code
- Address County
- Address Country
- Home Details
- Construction Type
- Sprinkler System
- Year Built
- Number of Stories
- Floor Area (Sq Ft)
- Occupancy
- Protection Class
- Flood Zone
- Insurance-to-Value (ITV)
- Assessed Value
- Appraised Value
- Notes
- Include Related Data
Action
Write
- Risk Profile
  Required
- Liability Exposure
  Required
- Premise
- Class Code
- Exposure Amount
- Premium Base
- Is Foreign?
- Notes
Action
Write
- Profile Type
  Required
Action
Write
- Profile Type
  Required
- Vehicle
  Required
- VIN
- Make
- Model
- Year
- Vehicle Number
- Body Type
- Gross Combined Weight
- Gross Vehicle Weight
- Horse Power
- Purchase Date
- Seat Capacity
- Symbol / Age
- Registration
- Registration State
- Cost New
- Comprehensive Deductible
- Collision Deductible
- Vehicle Use
- Notes
- Auto-fill Data from VIN?
- Garaging AddressDetails
- Garaging AddressLine 1
- Garaging AddressLine 2
- Garaging AddressCity
- Garaging AddressState
- Garaging AddressZip Code
- Garaging AddressCounty
Action
Write
- Risk Profile
  Required
- Search Query
  Required
- Include Relations
Action
Search
- Risk Profile
  Required
- General Search
- Filter by Name
- Filter by Email
- Filter by Phone
- Filter by Role
Action
Search
- Risk Profile
  Required
- Search Query
  Required
- Include Relations
Action
Search
- Risk Profile
  Required
- Search Query
Action
Search
- Risk Profile
  Required
- Search Query
  Required
Action
Search
- Search
- Profile Type
- Include Address
- Risk Profile UUID
Action
Search
- Risk Profile
  Required
- Search Query
- State
- Filter by Class Code (Number)
Action
Search
- Team
  Required
Trigger
Polling
Try It
- Chat
  Required
- Exclude messages by you?
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team Member
  Required
Action
Write
- Chat
  Required
- Message
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
- Message Text Format
- Reply Content
  Required
Action
Write
- Team
  Required
- Public Channel
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Chat
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Availability
  Required
- Duration (Minutes)
Action
Write
- Info
- Chat
  Required
- Message
  Required
- Message Text
- Card Type
  Required
- Disable Buttons
- Status Text
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
Action
Search
- Chat ID
  Required
- Message ID
  Required
Action
Search
- Team
  Required
- Channel Name
  Required
- Include Archived Channels
Action
Search

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.

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About Wunderite

Wunderite is a service that automates insurance applications for insurance agents and their customers.

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