When opportunity information is updated in Salesforce, notify Microsoft Teams.
When opportunity information is updated in Salesforce, notify Microsoft Teams.
Launch this workflow to connect
Salesforce &
Microsoft Teams
!
◼️Overview
This is a flow bot that integrates Salesforce and Teams to notify Microsoft Teams when Salesforce opportunity information is updated.
When a new opportunity is registered or updated in Salesforce, a message is sent to a specified channel in Microsoft Teams.
Feel free to change the destination channel and message content as needed.
■Recommended for
・Those who primarily use Salesforce and Microsoft Teams and open these two apps multiple times a day
・Those who need to respond to customer inquiries or other actions based on changes in information on Salesforce
■Benefits of using this template
By using a flow bot created with this template, you can notify Microsoft Teams of changes in information on Salesforce.
This allows for immediate sharing of sales information with the management department, enabling smooth collaboration between the sales and management departments.
◼️Notes
・Please link your Microsoft Teams, Salesforce, and Yoom accounts to use this service.
・The flow bot will activate approximately 5 to 15 minutes after opportunity information is registered or updated in Salesforce.
・Available with Yoom's Team Plan or Success Plan.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Salesforce is an app available only with the Team Plan or Success Plan. If you are on the Free Plan or Mini Plan, the operation and data connect of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
When a calendar event is created
When a calendar event is updated
When a calendar event is deleted
When a message is sent to a channel
Flowbot operations
Get Lead records
Update Lead Records
Create Lead Record
Search Lead records
Get Latest Lead Record
Get Account records
Update Account records
Create Account Record
Search Account records
Get Opportunity Record
Update Opportunity records
Create Opportunity Record
Search Opportunity records
Get Contact Record
Update Contact records
Create Contact Records
Search Contact records
Get Custom Object Record
Flowbot triggers
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploadedWhen a calendar event is createdWhen a calendar event is updatedWhen a calendar event is deleted
Flowbot operations
Get Lead recordsUpdate Lead RecordsCreate Lead RecordSearch Lead recordsGet Latest Lead RecordGet Account recordsUpdate Account recordsCreate Account RecordSearch Account recordsGet Opportunity RecordUpdate Opportunity recordsCreate Opportunity RecordSearch Opportunity recordsGet Contact RecordUpdate Contact recordsCreate Contact RecordsSearch Contact recordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch custom object recordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (Excluding Deleted Records)Search Account Records (Excluding Deleted Records)Search Opportunity Records (Excluding Deleted Records)Search Contact Records (Excluding Deleted Records)Search Custom Object Records (Excluding Deleted Records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate Task on ContactLog Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content IDs of Files Related to a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract recordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User Object RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet User ListGet Account ListGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListGet Object ListGet Custom Object ListGet Chatter Group ID ListPost to User on ChatterPost to Account on ChatterPost Chatter to ContactPost Chatter to OpportunityPost Chatter to LeadPost to Chatter on a CasePost to Campaign ChatterPost to Custom Object ChatterPost Chatter to a Chatter GroupGet Channel ListUpdate User Object RecordCreate User RoleAssign User RoleCreate Permission Set Assignment for User ObjectAssociate a Contract record with an Opportunity recordDelete Permission Set Assignment for User ObjectAdd User to Specified GroupRemove User from Specified GroupPost to ChatterAdd User to Chatter GroupGet File NameGet Email MessagesSearch Records with SOQL
Flowbot triggers
When a message is sent to a channelWhen a message is sent to a chatWhen an event is added to the calendarWhen a message with a file is sent to the channelWhen a reply is posted in a specific message thread
Flowbot operations
Get teamsGet team membersGet channel listPost a message to a channelSend message to chatGet chatsCreate channelPost a message to a channel (mention a channel)Create a calendar event (deprecated)Get user presenceReply to a message posted to a channelCreate a calendar eventGet folder informationDownload fileAdd member to teamGet replies to a specific messageGet messages in a specific channelGet user informationUpdate calendar eventGet events[For next page link] Get eventsCreate a teamDownload meeting recording dataGet meeting informationGet meeting recording listRequest approvalGet approval listCancel approvalMore inspiration for you
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