Rev Ops and Workbot for Microsoft Teams integrations and automations

Seamlessly connect Rev Ops and Workbot for Microsoft Teams. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

Rev Ops
  • Account Change Event Real-time
    Triggers when account created or updated in RevOps
  • Deal Change Event Real-time
    Triggers when deal created or updated in RevOps

    • Any other trigger you can think up

Workbot for Microsoft Teams
  • New command Real-time
    New command to Workbot for Teams
  • New help message trigger Real-time
    New help message to Workbot
  • New real-time event Real-time
    Real-time event in Microsoft Teams
  • New message Real-time
    New message event to Workbot for Teams

    • Any other trigger you can think up

Actions

Do this…

Rev Ops
  • Calculate Usage and Cost
    Calculate usage and cost in RevOps
  • Create Account
    Creates and verifies payable accounts in RevOps
  • Create Invoice
    Create an invoice in RevOps
  • Create or Update UsageEvent
    Create or update usage event in RevOps
  • Create Plan
    Create plan in RevOps
  • Delete Account
    Delete account in RevOps
  • Void Invoice
    Void an invoice in RevOps
  • Get Account Instance
    Get a account in RevOps
  • Get Deal Instance
    Get a deal in RevOps
  • Get Invoice Instance
    Get a invoice in RevOps
  • Get List of Accounts
    Get a list of accounts in RevOps
  • Get List of Deals
    Get a list of deals in RevOps
  • Get List of Invoices
    Get a list of invoices in RevOps
  • Get List of Plans
    Get a list of plans in RevOps
  • Get List of Usage Events
    Get a list of usage events in RevOps
  • Get Plan Instance
    Get a plan in RevOps
  • Get Usage Event Instance
    Get a usage event in RevOps
  • Send Invoice Notification
    Send an invoice notification in RevOps
  • Invoice Payment
    Charge an invoice in RevOps
  • Update Account
    Update account in RevOps
  • Update Invoice
    Create an invoice in RevOps
  • Update Plan
    Update plan in RevOps

    • Any other action you can think up

Workbot for Microsoft Teams
  • Custom action
    Custom action in Workbot for Microsoft Teams (Custom)
  • Delete message
    Delete message in Microsoft Teams
  • Get user info by principal name or user ID
    Get user info by principal name or user ID
  • Response to real-time event
    Response to real-time event in Microsoft Teams
  • Post message
    Post message to user as Workbot
  • Post reply
    Post 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 message
    Post simple message as Teams Workbot
  • Post simple reply
    Post simple reply as Teams Workbot

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation