Do everything in one place
Customize your Deal Cloud and Workbot for Microsoft Teams integration with the following
triggers and actions.
Triggers
When this happens…
Deal Cloud
- New/updated record (Batch)New or updated record in DealCloud (Batch)
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…
Deal Cloud
- Search records (Advanced)Search records (Advanced) in DealCloud
- Create recordCreate record in DealCloud
- Create record (Bulk)Create record in DealCloud (Bulk)
- Custom actionCustom action in DealCloud
- Delete recordDelete record in DealCloud
- Get record details by IDGet record details by ID in DealCloud
- Search recordsSearch records in DealCloud
- Update recordUpdate record in DealCloud
- Update record (Bulk)Update record in DealCloud (Bulk)
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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