Workflow Automation: Teams notification when a note is created

Steve Dube
Steve Dube Posts: 1
edited July 15 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.   

Comments

  • Edie Mew
    Edie Mew Posts: 147
    100 Comments First Answer 5 Up Votes 5 Likes
    edited July 2021 #2

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

  • Karine Labrecque
    Karine Labrecque Posts: 12
    edited November 2021 #3

    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! :-)