Microsoft Teams + SuperOffice CRM

Send channel messages in Microsoft Teams for new sales in SuperOffice CRM

Streamline your sales process with this SuperOffice CRM and Microsoft Teams integration. When a new sale is made in SuperOffice CRM, it instantly sends a channel message in Microsoft Teams, keeping your team updated and aligned. It’s a simple way to ensure everyone is on the same page, boosting efficiency and saving time in communication.

When this happens...
New Sale
Triggers when a new sale is created.
TriggerInstant
automatically do this!
Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
ActionWrite

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Supported triggers and actions

New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It

New Sale
Triggers when a new sale is created.
Trigger
Instant
Try It
New Request
Triggers when a new request is created.
Trigger
Instant
Try It

Create Request Message Attachment
Creates a new request message attachment.
Action
Write
Create Document
Creates a new document.
Action
Write
Create Project
Creates a new project.
Action
Write
Remove Project Member
Remove a project member.
Action
Write
Create Request
Creates a new request.
Action
Write
Update Company
Update an existing company content.
Action
Write
Update Contact
Update an existing contact content.
Action
Write
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write
- TeamRequired
Trigger
Scheduled
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Scheduled
Try It
- TeamRequired
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
- MessageRequired
Trigger
Scheduled
Try It
- ID of the team member you are creating a chat withRequired
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
- Reply ContentRequired
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write

Company Changed
Triggers when an existing company is changed.
Trigger
Instant
Try It
Document Changed
Triggers when an existing document is changed.
Trigger
Instant
Try It
Contact Changed
Triggers when an existing contact is changed.
Trigger
Instant
Try It
Project Changed
Triggers when an existing project is modified in SuperOffice.
Trigger
Instant
Try It
New Project Member
Triggers when a new project member is added to a project.
Trigger
Instant
Try It
- Trigger whenRequired
Trigger
Instant
Try It
Create Appointment
Creates a new appointment.
Action
Write
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Project Member
Creates a new project member.
Action
Write
Create Sale
Creates a new sale.
Action
Write
Create Request Message
Creates a new message for an existing request.
Action
Write
- Document idRequired
- DocumentRequired
Action
Write
Update Request
Update an existing request content.
Action
Write
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Scheduled
Try It
New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- TeamRequired
- ChannelRequired
- Message Text Format
- Message TextRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

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 SuperOffice CRM

SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Send channel messages in Microsoft Teams for new appointments in SuperOffice CRM

Send Microsoft Teams messages for new companies in SuperOffice CRM

Microsoft Teams + SuperOffice CRM

Send channel messages in Microsoft Teams for new sales in SuperOffice CRM

New Appointment

New Company

New Document

New Contact

New Project

New Sale

New Request

Create Request Message Attachment

Create Document

Create Project

Remove Project Member

Create Request

Update Company

Update Contact

Find Company

Find Project

Find Request

Find or Create Contact

Find or Create sale

New Channel

New Chat Message

New Team Member

New Reply to Message

Create One-on-One Chat

Reply to Channel Message

Send Chat Message

Company Changed

Document Changed

Contact Changed

Project Changed

New Project Member

Sale Changed

Create Appointment

Create Company

Create Contact

Create Project Member

Create Sale

Create Request Message

Update Document Content

Update Request

Find Contact

Find Sale

Find or Create Company

Find or Create Project

Find or Create Request

New Channel Mention

New Chat

New Channel Message

Create Channel

Create Private Channel

Send Channel Message

API Request (Beta)

About Microsoft Teams

Related categories

Similar apps

Slack

Chatwork

Rocket.Chat

About SuperOffice CRM

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates