Workflow Automation: Teams notification when a note is created
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.
Hi @Steve Dube Have you explored using Zapier to help achieve this automation?0
Karine Labrecque Posts: 14edited November 2021 #3
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! :-)0