Microsoft Teams + Offorte Proposals

Send Microsoft Teams chat messages for newly won Offorte Proposals

Stay on top of your success with this Offorte Proposals and Microsoft Teams integration. Whenever a proposal is successfully confirmed in Offorte Proposals, an immediate chat message gets sent out in your designated Microsoft Teams channel. This way, your team will always be up-to-date with the latest wins, fostering team spirit and keeping everyone in the loop efficiently.

When this happens...
Proposal Won
Triggers when a proposal is won.
TriggerInstant
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Send Chat Message
Sends a message to an existing chat.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a contact is created.
Trigger
Instant
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Contact Person Updated
Triggers when a contact person is updated.
Trigger
Instant
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Product Created
Triggers when a product is created.
Trigger
Instant
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Product Directory Created
Triggers when a product directory is created.
Trigger
Instant
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Product Directory Updated
Triggers when a product directory is updated.
Trigger
Instant
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Proposal Closed
Triggers when a proposal is closed.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Updated
Triggers when a proposal is updated.
Trigger
Instant
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- NameRequired
- TypeRequired
- Email
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc Number
- Vat Number
- Tags
- Custom Fields
Action
Write
- Product DirectoryRequired
- Product NameRequired
- Short Description
- SKU
- Price
- VAT ID
- Recurring
- Selectable
Action
Write
- Contact Type PluralRequired
- Contact IdRequired
- Contact PeopleRequired
- Proposal Template IdRequired
- Design Template IdRequired
- Text Template IdRequired
- Account User IdRequired
- NameRequired
- Price Total
- Status
- Tags
- Custom Fields
- Content
Action
Write
- Product DirectoryRequired
Action
Write
- Contact IdRequired
- Name
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Email
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc Number
- Vat Number
- Tags
- Custom Fields
Action
Write
- ProductRequired
- Product NameRequired
- PriceRequired
- VAT IDRequired
- Short Description
- Product Directory
- SKU
- Recurring
- Selectable
Action
Write
- Proposal IdRequired
- Contact Id
- Contact People
- Design Template Id
- Text Template Id
- Account User Id
- Name
- Price Total
- Status
- Tags
- Custom Fields
Action
Write
- Product DirectoryRequired
- Search TermRequired
Action
Search
- 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

Contact Person Created
Triggers when a contact person is created.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Product Deleted
Triggers when a product is deleted.
Trigger
Instant
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Product Directory Deleted
Triggers when a product directory is deleted.
Trigger
Instant
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Product Updated
Triggers when a product is updated.
Trigger
Instant
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Proposal Comment
Triggers when a customer comment on a proposal is received.
Trigger
Instant
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Proposal Send
Triggers when a proposal has been send.
Trigger
Instant
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Proposal Won
Triggers when a proposal is won.
Trigger
Instant
Try It
- Contact Type PluralRequired
- Contact IdRequired
- EmailRequired
- FullnameRequired
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Directory NameRequired
Action
Write
- ProductRequired
Action
Write
- Proposal IdRequired
- Send Message IdRequired
Action
Write
- Contact IdRequired
- Contact Person IdRequired
- Email
- Fullname
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Product DirectoryRequired
- New Directory NameRequired
Action
Write
- SearchRequired
- Contact Type PluralRequired
Action
Search
- SearchRequired
Action
Search
- 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

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

Similar apps

About Offorte Proposals

Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.

Related categories

Proposal & Invoice Management

Microsoft Teams + Offorte Proposals

Send Microsoft Teams chat messages for newly won Offorte Proposals

Contact Created

Contact Person Updated

Product Created

Product Directory Created

Product Directory Updated

Proposal Closed

Proposal Created

Proposal Updated

Create Contact

Create Product

Create Proposal

Delete Product Directory

Update Contact

Update Product

Update Proposal

Find Product

New Channel

New Chat Message

New Team Member

New Reply to Message

Create One-on-One Chat

Edit Chat Message

Reply to Channel Message

Send Channel Message

Send Message with Card

Get Channel by ID

Get Chat by ID

Find Team Member

Contact Person Created

Contact Updated

Product Deleted

Product Directory Deleted

Product Updated

Proposal Comment

Proposal Send

Proposal Won

Create Organisation Contact Person

Create Product Directory

Delete Product

Send Proposal

Update Organisation Contact Person

Update Product Directory

Find Contact

Find Proposal

New Channel Mention

New Chat

New Channel Message

Create Channel

Create Chat and Send Message

Create Private Channel

Send Bot Message

Send Chat Message

API Request (Beta)

Get Channel Message

Get Chat Message

Find Public Channels

About Microsoft Teams

Related categories

Similar apps

Slack

Chatwork

Rocket.Chat

About Offorte Proposals

Related categories