Notify Microsoft Teams when a contact is created in Bitrix24

■Overview

Sharing every new contact registered in Bitrix24 with the relevant team members via Microsoft Teams can be time-consuming.
Manual notifications can also be missed, potentially causing you to lose valuable business opportunities.
With this workflow, registering a contact in Bitrix24 automatically sends a notification to a designated Microsoft Teams channel, enabling fast and reliable information sharing.

■Who should use this template

• Teams that manage customers in Bitrix24 and want to share information quickly via Microsoft Teams
• Teams looking to prevent missed contact updates and response delays
• Teams looking to streamline manual information sharing between SaaS tools

■Benefits of using this template

• Notifications are sent automatically whenever a contact is added to Bitrix24, reducing the time previously spent sharing information manually.
• Prevent human errors such as delayed or missed notifications, helping reduce the risk of missed opportunities.

■Workflow steps

1. First, connect Bitrix24 and Microsoft Teams to Yoom.
2. Next, set the Bitrix24 “New Contact” action as the trigger.
3. Finally, set the Microsoft Teams “Send a message to a channel” action to send a notification to your chosen channel.

※ “Trigger”: An action that starts the workflow. “Operation”: An action that runs within the workflow after the trigger is activated.

■Customization options

• For Microsoft Teams notifications, select the team and channel where you want to send notifications.
• You can freely edit the notification message. In addition to fixed text, you can embed Bitrix24 contact information retrieved by the trigger—such as the company name, contact name, and contact details—as variables to create more specific notifications.

■Notes

• Connect both Bitrix24 and Microsoft Teams to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.