Workflow Automation: Teams notification when a note is created

Options
Steve Dube
Steve Dube Member Posts: 1
edited April 24 in Workflow Automation #1

We have been using Pipedrive integrated with Slack for more than a year. We are migrating to Teams and replaced most of the existing Slack notifications. There is a remaining gap that we cannot configure. The requirement is :

Every time a note is created, send a message to Microsoft Teams channel

We like the Workflow Automation templates, and we used these to create our own slightly modified 'custom' workflows. There are no templates for notes. Please continue to create additional templates to showcase the functionality.   

Tagged:

Comments

  • Edie Mew
    Edie Mew Member Posts: 169
    First Anniversary 5 Up Votes 5 Likes First Answer
    edited July 2021 #2
    Options

    Hi @Steve Dube  Have you explored using Zapier to help achieve this automation? 

  • Karine Labrecque
    Karine Labrecque Member Posts: 21
    First Comment First Anniversary Photogenic
    edited November 2021 #3
    Options

    Hi Steve,

    on our side, we used the Activity note to populate our team channel....but it would be very nice to have a possibility to go through Notes as well!

    I vote for it! :-)

  • Alex at Boost
    Alex at Boost Member Posts: 2
    First Comment
    #4
    Options

    Can you figure out how to do this with slack? It seemed like that was something you had and I can't even get that sorted. Specifically, I want a slack notification when a note is added to a project...

This discussion has been closed.

Categories