Get notified in Microsoft Teams when a new task is created in Close under specific conditions

■Overview

Do you manage tasks in the CRM tool “Close” but sometimes miss new tasks and respond late, or find it time-consuming to share them with team members? This workflow automatically notifies a designated Microsoft Teams channel whenever a new task matching specific conditions is created in Close. By connecting Close and Microsoft Teams, you can prevent missed tasks and share information quickly.

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■Who Should Use This Template

• Teams that want to share task information managed in Close with Microsoft Teams
• Team leaders who want to eliminate delays and missed notifications caused by manual information sharing
• Teams that want to connect Close and Microsoft Teams to streamline sales activities and customer support

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■Benefits of Using This Template

• Whenever a task is created in Close, a notification is sent to Microsoft Teams, reducing the time required to share information and enabling faster action
• By eliminating manual notification tasks, you can prevent human errors such as missed messages and incorrect details while standardizing the task-sharing process

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■Flowbot Steps

1. First, connect Close and Microsoft Teams to Yoom
2. Next, select Close as the trigger and set the “When a new task is created” action
3. Then, configure branching and specify the conditions for the tasks you want to notify others about
4. Finally, select Microsoft Teams as the operation and configure the “Send a message to a channel” action to send the notification to the specified channel

*“Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts.

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■Customizing This Workflow

• You can use branching to filter the tasks notified from Close based on any conditions, such as the assignee or task priority
• You can specify any team ID and channel ID as the Microsoft Teams notification destination, allowing you to limit notifications to channels for specific project teams or departments

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■Notes

• Connect both Close and Microsoft Teams to Yoom.
• Microsoft 365 (formerly Office 365) offers plans for home use and plans for organizations (Microsoft 365 Business). Authentication may fail if you are not subscribed to an organization plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, configured Flowbot operations will result in errors.
• Paid plans, including the Mini plan, come with a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.