Get notified in Microsoft Teams when a new deal is created in Bitrix24

■Overview

When a new deal is created in Bitrix24, manually sending a notification to Microsoft Teams each time to share the information with relevant team members is not only time-consuming but can also lead to missed updates. With this workflow, you can use the creation of a new deal in Bitrix24 as a trigger to automatically send a notification to a specified Microsoft Teams channel. This integration speeds up information sharing and reduces manual effort.

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■Who Is This Template For?

• Anyone who uses Bitrix24 and Microsoft Teams and wants to streamline deal information sharing
• Sales managers who want to share new deals created in Bitrix24 with the entire team
• Anyone who wants to prevent the effort of manual information sharing and human errors such as missed notifications

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■Benefits of This Template

• Notifications are automatically sent to Microsoft Teams when a deal is created in Bitrix24, reducing the time previously spent on manual tasks.
• Automating the notification process helps prevent human errors such as missed or delayed information sharing, enabling faster responses to new deals.

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■Flowbot Steps

1. First, connect Bitrix24 and Microsoft Teams to Yoom.
2. Next, select Bitrix24 as the trigger and set the “New Deal” action.
3. Finally, select Microsoft Teams as the operation, set the “Send a message to a channel” action, and enter the message you want to send.

※ “Trigger”: The action that starts the flow. “Operation”: The action that processes data within the flow after the trigger starts.

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■Customization Options

• When setting the action to send a message in Microsoft Teams, specify the team ID and channel ID where you want to send the notification.

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■Notes

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