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

■Overview

When a new deal is created in Bitrix24, you want to share the details with everyone involved as quickly as possible. However, manual notifications can easily lead to missed updates or delays. Missing an important deal could even mean losing a business opportunity. With this workflow, you can automatically send a notification to Microsoft Teams whenever a deal that meets specific criteria is created in Bitrix24. This enables seamless coordination between Bitrix24 and Microsoft Teams and supports a faster response.

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■Who is this template for?

• Sales representatives who want to share new Bitrix24 deals in Microsoft Teams
• Anyone manually coordinating Bitrix24 and Microsoft Teams and struggling with missed notifications or delayed responses
• Anyone who wants to build a system that quickly alerts relevant stakeholders when an important deal is created

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■Benefits of using this template

• Automatically receive notifications when a deal that meets your criteria is created in Bitrix24, helping prevent missed or delayed manual communications and enabling a faster initial response
• Reduce the time spent copying information from Bitrix24 to Microsoft Teams and creating notifications, so you can focus on more important sales activities

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■Flow Bot steps

1. First, connect Bitrix24 and Microsoft Teams to Yoom
2. Next, select Bitrix24 as the trigger and set the action to “When a new deal is created”
3. Then, configure the branching feature in the operation and specify the criteria for the deals that should trigger a notification
4. Finally, set the Microsoft Teams “Send a message to a channel” action in the operation. A notification will be sent to the specified channel only when the criteria are met

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

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■Workflow customization options

• You can set branching criteria to match your business processes, such as the deal amount or a specific person in charge
• For the Microsoft Teams notification action, specify the ID of the team and channel where you want to send the message

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■Notes

• Connect both Bitrix24 and Microsoft Teams to Yoom.
• You can choose 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 businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
• Branching is an operation available on the Mini plan and higher. On the Free plan, operations configured in your Flow Bot will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are restricted on the Free plan.