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Capsule Microsoft Teams
Send a Microsoft Teams message when a new task is created in Capsule CRM
Try this template
Capsule Microsoft Teams

Send a Microsoft Teams message when a new task is created in Capsule CRM

Launch this workflow to connect Capsule & Microsoft Teams !
Try this template

■Overview

How do you share information with relevant team members when a new task is created in Capsule CRM? If you manually notify Microsoft Teams, messages may be missed or delayed, potentially disrupting your operations.

With this workflow, creating a task in Capsule CRM triggers an automatic message to a specified Microsoft Teams channel, making it easy to share tasks with your team.

■Who Is This Template For?

  • Teams that want to connect Capsule CRM with Microsoft Teams and streamline task sharing
  • Teams that manually notify Microsoft Teams about Capsule CRM tasks and want to reduce the effort involved
  • Teams that want to prevent missed or delayed task updates and keep projects moving smoothly

■Benefits of This Template

  • Automatically notify your team when a task is created in Capsule CRM, reducing the time spent manually sending updates to Microsoft Teams.
  • Eliminate the need for manual information sharing to prevent human errors, such as missed updates or incorrect task details.

■How the Flowbot Works

  1. First, connect Capsule CRM and Microsoft Teams to Yoom.
  2. Next, select Capsule CRM as the trigger and set the “New Task” action.
  3. Finally, select Microsoft Teams as the operation, set the “Send a message to a channel” action, and notify your team about the task details.

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

■Customization Options

  • For the Microsoft Teams message action, specify the channel or team where you want to send notifications.
  • You can include information retrieved by the trigger, such as the Capsule CRM task name and details, in the message body.
  • You can also add fixed text to customize the notification so that it is easy for anyone to understand.

■Notes

  • ‍‍Connect both Capsule CRM and Microsoft Teams to Yoom.
  • 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.
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Capsule
Yoom allows integration with Capsule CRM without code, enabling automation of Capsule CRM operations via API. For example, information submitted through Google Forms or Typeform can be automatically registered as a Party in Capsule CRM, and Party information registered in Capsule CRM can be automatically linked to marketing tools like Mailchimp or ActiveCampaign.
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Yoom allows integration with Capsule CRM without code, enabling automation of Capsule CRM operations via API. For example, information submitted through Google Forms or Typeform can be automatically registered as a Party in Capsule CRM, and Party information registered in Capsule CRM can be automatically linked to marketing tools like Mailchimp or ActiveCampaign.
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No-Code API Actions
Executable API actions
All
Capsule
Microsoft Teams
Flowbot triggers
    Updated Party
    New Party
    New Opportunity
    Updated Opportunity
    New Task
    Updated Task
    Completed Task
    Closed Opportunity
    Updated Opportunity Milestone
    Updated to Specified Opportunity Milestone
    When a Message Is Sent to a Channel
    When a Message Is Sent to a Chat
    When an Event Is Added to the Calendar
    When a Message with a File Is Sent to the Channel
    When a Reply Is Posted in a Specific Message Thread
Flowbot operations
    Get Party
    Delete Party
    Search Party
    Create Party
    List Opportunity
    Get Opportunity
    Create Opportunity
    Delete Opportunity
    Search Opportunity
    Update Party
    List Task
    Update Opportunity
    Get Task
    Create Task
    Delete Task
    List Project
    Update Task
    Delete Project
    Search Project
    Create Project
    Update Project
    Get Teams
    Get Team Members
    Get Channel List
    Post a Message to a Channel
    Send Message to Chat
    Retrieve a List of Chats
    Create Channel
    Post a Message to a Channel (Mention a Channel)
    Get User Presence
    Reply to a Message Posted to a Channel
    Create a Calendar Event
    Get Folder Information
    Download File
    Add Member to Team
    Get Replies to a Specific Message
    Get Messages in a Specific Channel
    Get User Information
    Update Calendar Event
    Get Events
    [For Next Page Link] Get Events
    Create a Team
    Download Meeting Recording Data
    Get Meeting Information
    Get Meeting Recording List
    Request Approval
    Get Approval List
    Cancel Approval
    Retrieve a Message in a Specific Channel
Flowbot triggers
    Updated Party
    New Party
    New Opportunity
    Updated Opportunity
    New Task
    Updated Task
    Completed Task
    Closed Opportunity
    Updated Opportunity Milestone
    Updated to Specified Opportunity Milestone
Flowbot operations
    Get Party
    Delete Party
    Search Party
    Create Party
    List Opportunity
    Get Opportunity
    Create Opportunity
    Delete Opportunity
    Search Opportunity
    Update Party
    List Task
    Update Opportunity
    Get Task
    Create Task
    Delete Task
    List Project
    Update Task
    Delete Project
    Search Project
    Create Project
    Update Project
Flowbot triggers
    When a Message Is Sent to a Channel
    When a Message Is Sent to a Chat
    When an Event Is Added to the Calendar
    When a Message with a File Is Sent to the Channel
    When a Reply Is Posted in a Specific Message Thread
Flowbot operations
    Get Teams
    Get Team Members
    Get Channel List
    Post a Message to a Channel
    Send Message to Chat
    Retrieve a List of Chats
    Create Channel
    Post a Message to a Channel (Mention a Channel)
    Get User Presence
    Reply to a Message Posted to a Channel
    Create a Calendar Event
    Get Folder Information
    Download File
    Add Member to Team
    Get Replies to a Specific Message
    Get Messages in a Specific Channel
    Get User Information
    Update Calendar Event
    Get Events
    [For Next Page Link] Get Events
    Create a Team
    Download Meeting Recording Data
    Get Meeting Information
    Get Meeting Recording List
    Request Approval
    Get Approval List
    Cancel Approval
    Retrieve a Message in a Specific Channel
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