Microsoft Teams + Severa

Create new Microsoft Teams channels for any new projects in Severa

Improve team collaboration with this ready-made workflow that springs into action each time a new project is created in Severa. It seamlessly generates a channel in Microsoft Teams dedicated to your new project. No more manual switching between platforms, ensuring every team member stays in the loop effortlessly as work progresses on your new venture. This process not only enhances communication but also substantially boosts productivity.

When this happens...
New Project Is Created
Triggers when a new project is created.
TriggerPolling
automatically do this!
Create Channel
Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.
ActionWrite

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Supported triggers and actions

- Project Id
Trigger
Polling
Try It
New Project Is Created
Triggers when a new project is created.
Trigger
Polling
Try It
- NameRequired
- Start DateRequired
- User IdRequired
- Activity Type IdRequired
- End Date
- Notes
- Is All Day
- Location
- Phase Id
- Customer Id
Action
Write
- First NameRequired
- Last NameRequired
- Communicationtype Id
- Communication Value
- Customer Id
- Description
- Job Title
Action
Write
- Invoice IdRequired
- Invoice Status IdRequired
Action
Write

- NameRequired
- Customer IdRequired
- Project Owner IdRequired
- Description
- Start Date
- Project Status Id
Action
Write
- Customer name
- Customer number
- Customer email address
Action
Search

- Number
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

- Project Id
Trigger
Polling
Try It
- Project Status Id
- Sales Status Id
- Project Id
Trigger
Polling
Try It
- AddressRequired
- Customer IdRequired
- City
- Postal Code
- Phone
- Is Billing Address
- Is Postal Address
- Is Visit Address
- Country Id
Action
Write
- NameRequired
- Number
- Email
- Notes
- Vat Number
- Kvk Number
- Owner Id
Action
Write
- NameRequired
- Project Root PhaseRequired
- Start Date
- Deadline
- Code
Action
Write
- Customer Id
- Contact information
Action
Search
- Invoice Number
- Invoice Reference Number
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

About Microsoft Teams

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