Microsoft Teams + PitBullTax Software
Send chat messages in Microsoft Teams for new or updated client activity notes in PitBullTax Software
Stay up-to-date with client activity notes in PitBullTax Software by sending messages to your Microsoft Teams channel. This workflow triggers whenever there's a new or updated client activity note in PitBullTax Software, and then sends a chat message to your chosen channel in Microsoft Teams. Improve collaboration and keep your team informed about client updates with this seamless automation.
Stay up-to-date with client activity notes in PitBullTax Software by sending messages to your Microsoft Teams channel. This workflow triggers whenever there's a new or updated client activity note in PitBullTax Software, and then sends a chat message to your chosen channel in Microsoft Teams. Improve collaboration and keep your team informed about client updates with this seamless automation.
- When this happens...New or Updated Client Activity Note
New or Updated Client Activity Note From PitBullTax Applications.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
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