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Customize your Workbot for Microsoft Teams and Vlocity integration with the following triggers and actions.

Triggers

When this happens…

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
  • Any other trigger you can think up

Vlocity
  • Object created
    Object created in Vlocity
  • Daily object review
    Daily Object review in Vlocity
  • Object created/updated
    Object created/updated in Vlocity
  • Any other trigger you can think up

Actions

Do this…

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

Vlocity
  • Custom action
    Custom action in Vlocity (Custom)
  • Create object
    Create object in Vlocity
  • Get related objects Batch
    Get related object list in Vlocity
  • Search objects Batch
    Search for objects in Vlocity
  • Update object
    Update object in Vlocity
  • Any other action you can think up

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