Do everything in one place
Customize your Cobblestone Contract Management Software and Workbot for Microsoft Teams integration with the following
triggers and actions.
Triggers
When this happens…
Cobblestone Contract Management Software
- New & Updated recordsNew/updated records in Contract Insight.
- New recordsNew records created in Contract Insight.
- Updated recordsRecords updated in Contract Insight.
Any other trigger you can think up
Workbot for Microsoft Teams
- New command Real-timeNew command to Workbot for Teams
- New help message trigger Real-timeNew help message to Workbot
- New real-time event Real-timeReal-time event in Microsoft Teams
Any other trigger you can think up
Actions
Do this…
Cobblestone Contract Management Software
- Download binary file by criteriaDownload a binary file for a given entity.
- Get list of records by criteriaPull list of records for a given entity.
- Insert single recordCreate a new a record for a specified entity/area.
- Update records by criteriaUpdate record(s) for a specified entity/area.
- Upload mime contentCreate a new binary record for a specified entity/area.
Any other action you can think up
Workbot for Microsoft Teams
- Custom actionCustom action in Workbot for Microsoft Teams (Custom)
- Delete messageDelete message in Microsoft Teams
- Get user info by principal name or user IDGet user info by principal name or user ID
- Response to real-time eventResponse to real-time event in Microsoft Teams
- Post messagePost message to user as Workbot
- Post replyPost reply to user as Workbot
- Post message (old version)Post message as Teams Workbot
- Post reply (old version)Post reply as Teams Workbot
- Post simple messagePost simple message as Teams Workbot
- Post simple replyPost simple reply as Teams Workbot
Any other action you can think up
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