Agendor Microsoft Teams Integración mediante agentes de IA
Appy Pie Automate le permite integrar Agendor con Microsoft Teams usando agentes de IA
- No se requiere tarjeta de crédito
- Prueba gratuita de 7 días
- Instalación rápida como un rayo
Simplifique la integración de Agendor Microsoft Teams con una configuración perfecta
Configure fácilmente la integración de Agendor Microsoft Teams sin codificación. Comience a automatizar sus flujos de trabajo e integre Agendor con Microsoft Teams hoy mismo.
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Trato perdido
Se dispara cuando una Operación (Negócio) se establece como perdida.
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Etapa de negociación modificada
Se activa cuando una Operación (Negócio) pasa a otra etapa (Etapa) en el pipeline.
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Trato ganado
Se activa cuando una Operación (Negócio) se establece como ganada.
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Nuevo trato
Se activa cuando se crea una nueva Operación (Negócio).
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Nueva Organización
Se activa cuando se crea una nueva Organización (Empresa).
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Persona nueva
Se activa cuando se crea una nueva Persona (Pessoa).
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Nueva tarea
Se activa cuando se crea una nueva Tarea (Tarefa/Comentário).
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Acuerdo actualizado
Disparadores cuando se edita una Operación (Negócio)
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Organización actualizada
Se activa cuando se edita una Organización (Empresa).
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Persona actualizada
Se activa cuando se edita una Persona (Pessoa).
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Nuevo chat
Se activa cada vez que se crea un nuevo chat.
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Nuevo mensaje de chat
Se activa cada vez que se crea un nuevo mensaje de chat.
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Nueva reunión
Se activa cada vez que se crea una nueva reunión.
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Nuevo mensaje en el canal
Se activa cuando se publica un nuevo mensaje en un #canal específico que elijas.
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Nuevo mensaje de respuesta
Se activa cuando se publica un nuevo mensaje de respuesta en un #canal específico que elijas.
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Nuevo equipo
Se activa cada vez que se crea un nuevo equipo.
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Nuevo usuario
Se activa cada vez que se añade un nuevo usuario a la lista de usuarios del grupo.
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Añadir miembro
Añadir un nuevo miembro a un grupo.
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Crear canal
Crea un nuevo canal.
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Crear chat
Crea un nuevo chat.
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Crear reunión
Crear una reunión
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Borrar usuario
Eliminar un usuario de un grupo de Equipo Ms.
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Enviar mensajes de canal
Publica un nuevo mensaje en el canal que elijas.
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Enviar mensaje de chat
Enviar mensaje de chat.
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Trato perdido
Se dispara cuando una Operación (Negócio) se establece como perdida.
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Etapa de negociación modificada
Se activa cuando una Operación (Negócio) pasa a otra etapa (Etapa) en el pipeline.
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Trato ganado
Se activa cuando una Operación (Negócio) se establece como ganada.
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Nuevo trato
Se activa cuando se crea una nueva Operación (Negócio).
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Nueva Organización
Se activa cuando se crea una nueva Organización (Empresa).
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Persona nueva
Se activa cuando se crea una nueva Persona (Pessoa).
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Nueva tarea
Se activa cuando se crea una nueva Tarea (Tarefa/Comentário).
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Acuerdo actualizado
Disparadores cuando se edita una Operación (Negócio)
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Organización actualizada
Se activa cuando se edita una Organización (Empresa).
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Persona actualizada
Se activa cuando se edita una Persona (Pessoa).
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Nuevo chat
Se activa cada vez que se crea un nuevo chat.
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Nuevo mensaje de chat
Se activa cada vez que se crea un nuevo mensaje de chat.
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Nueva reunión
Se activa cada vez que se crea una nueva reunión.
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Nuevo mensaje en el canal
Se activa cuando se publica un nuevo mensaje en un #canal específico que elijas.
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Nuevo mensaje de respuesta
Se activa cuando se publica un nuevo mensaje de respuesta en un #canal específico que elijas.
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Nuevo equipo
Se activa cada vez que se crea un nuevo equipo.
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Nuevo usuario
Se activa cada vez que se añade un nuevo usuario a la lista de usuarios del grupo.
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Añadir miembro
Añadir un nuevo miembro a un grupo.
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Crear canal
Crea un nuevo canal.
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Crear chat
Crea un nuevo chat.
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Crear reunión
Crear una reunión
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Borrar usuario
Eliminar un usuario de un grupo de Equipo Ms.
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Enviar mensajes de canal
Publica un nuevo mensaje en el canal que elijas.
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Enviar mensaje de chat
Enviar mensaje de chat.
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Cómo funcionan las integraciones Agendor y Microsoft Teams
Siga los pasos a continuación para comenzar a configurar sus integraciones Agendor usando Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose Agendor as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Microsoft Teams as the action app from the list.
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Step 3: Authenticate
Connect your Microsoft Teams account & authenticate it.
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Step 4: Set-up & Test
Select the data you want to send from Agendor to Microsoft Teams & your AI Agent is ready!
Popular Templates for Agendor and Microsoft Teams Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Send Channel Messages in Microsoft Teams when New Person is created in Agendor
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When this happens:
New Person
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Then do this:
Send Channel Messages
Create Meeting to Microsoft Teams from New Person in Agendor
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When this happens:
New Person
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Then do this:
Create Meeting
Create Channel to Microsoft Teams from New Organization in Agendor
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When this happens:
New Organization
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Then do this:
Create Channel
Delete user in Microsoft Teams when New Organization is created in Agendor
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When this happens:
New Organization
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Then do this:
Delete user
Create Chat to Microsoft Teams from New Organization in Agendor
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When this happens:
New Organization
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Then do this:
Create Chat
Send Channel Messages in Microsoft Teams when New Organization is created in Agendor
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When this happens:
New Organization
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Then do this:
Send Channel Messages
Add Member in Microsoft Teams when New Person is created in Agendor
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When this happens:
New Person
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Then do this:
Add Member
Create Channel to Microsoft Teams from New Person in Agendor
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When this happens:
New Person
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Then do this:
Create Channel
Send Chat Message in Microsoft Teams when New Person is created in Agendor
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When this happens:
New Person
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Then do this:
Send Chat Message
Create Chat to Microsoft Teams from New Person in Agendor
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When this happens:
New Person
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Then do this:
Create Chat
Delete user in Microsoft Teams when New Person is created in Agendor
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When this happens:
New Person
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Then do this:
Delete user
Add Member in Microsoft Teams when New Organization is created in Agendor
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When this happens:
New Organization
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Then do this:
Add Member
Send Chat Message in Microsoft Teams when New Organization is created in Agendor
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When this happens:
New Organization
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Then do this:
Send Chat Message
Create Meeting to Microsoft Teams from New Organization in Agendor
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When this happens:
New Organization
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Then do this:
Create Meeting
Send Channel Messages in Microsoft Teams when New Task is created in Agendor
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When this happens:
New Task
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Then do this:
Send Channel Messages
Create Meeting to Microsoft Teams from New Task in Agendor
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When this happens:
New Task
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Then do this:
Create Meeting
Delete user in Microsoft Teams when New Task is created in Agendor
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When this happens:
New Task
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Then do this:
Delete user
Create Chat to Microsoft Teams from New Task in Agendor
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When this happens:
New Task
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Then do this:
Create Chat
Send Chat Message in Microsoft Teams when New Task is created in Agendor
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When this happens:
New Task
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Then do this:
Send Chat Message
Add Member in Microsoft Teams when New Task is created in Agendor
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When this happens:
New Task
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Then do this:
Add Member
Create Channel to Microsoft Teams from New Task in Agendor
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When this happens:
New Task
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Then do this:
Create Channel
Add Member in Microsoft Teams when New Deal is created in Agendor
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When this happens:
New Deal
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Then do this:
Add Member
Create Channel to Microsoft Teams from New Deal in Agendor
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When this happens:
New Deal
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Then do this:
Create Channel
Delete user in Microsoft Teams when New Deal is created in Agendor
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When this happens:
New Deal
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Then do this:
Delete user
Send Chat Message in Microsoft Teams when New Deal is created in Agendor
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When this happens:
New Deal
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Then do this:
Send Chat Message
Create Meeting to Microsoft Teams from New Deal in Agendor
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When this happens:
New Deal
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Then do this:
Create Meeting
Send Channel Messages in Microsoft Teams when New Deal is created in Agendor
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When this happens:
New Deal
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Then do this:
Send Channel Messages
Create Chat to Microsoft Teams from New Deal in Agendor
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When this happens:
New Deal
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Then do this:
Create Chat
Create Channel from Microsoft Teams from Updated Person to Agendor
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When this happens:
Updated Person
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Then do this:
Create Channel
Create Chat from Microsoft Teams from Updated Person to Agendor
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When this happens:
Updated Person
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Then do this:
Create Chat
Create Channel from Microsoft Teams from Updated Organization to Agendor
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When this happens:
Updated Organization
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Then do this:
Create Channel
Send Chat Message in Microsoft Teams when Updated Organization is added to Agendor
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When this happens:
Updated Organization
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Then do this:
Send Chat Message
Send Channel Messages in Microsoft Teams when Updated Person is added to Agendor
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When this happens:
Updated Person
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Then do this:
Send Channel Messages
Send Chat Message in Microsoft Teams when Updated Person is added to Agendor
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When this happens:
Updated Person
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Then do this:
Send Chat Message
Send Channel Messages in Microsoft Teams when Updated Deal is added to Agendor
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When this happens:
Updated Deal
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Then do this:
Send Channel Messages
Create Channel from Microsoft Teams from Updated Deal to Agendor
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When this happens:
Updated Deal
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Then do this:
Create Channel
Delete user in Microsoft Teams when Updated Deal is added to Agendor
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When this happens:
Updated Deal
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Then do this:
Delete user
Create Meeting from Microsoft Teams from Updated Organization to Agendor
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When this happens:
Updated Organization
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Then do this:
Create Meeting
Create Chat from Microsoft Teams from Updated Organization to Agendor
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When this happens:
Updated Organization
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Then do this:
Create Chat
Create Channel from Microsoft Teams from Deal Won to Agendor
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When this happens:
Deal Won
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Then do this:
Create Channel
Add Member in Microsoft Teams when Updated Deal is added to Agendor
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When this happens:
Updated Deal
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Then do this:
Add Member
Send Chat Message in Microsoft Teams when Updated Deal is added to Agendor
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When this happens:
Updated Deal
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Then do this:
Send Chat Message
Send Channel Messages in Microsoft Teams when Deal Won is added to Agendor
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When this happens:
Deal Won
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Then do this:
Send Channel Messages
Create Meeting from Microsoft Teams from Deal Won to Agendor
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When this happens:
Deal Won
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Then do this:
Create Meeting
Add Member in Microsoft Teams when Updated Person is added to Agendor
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When this happens:
Updated Person
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Then do this:
Add Member
Create Meeting from Microsoft Teams from Updated Person to Agendor
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When this happens:
Updated Person
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Then do this:
Create Meeting
Delete user in Microsoft Teams when Updated Person is added to Agendor
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When this happens:
Updated Person
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Then do this:
Delete user
Create Meeting from Microsoft Teams from Updated Deal to Agendor
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When this happens:
Updated Deal
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Then do this:
Create Meeting
Add Member in Microsoft Teams when Updated Organization is added to Agendor
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When this happens:
Updated Organization
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Then do this:
Add Member
Send Channel Messages in Microsoft Teams when Updated Organization is added to Agendor
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When this happens:
Updated Organization
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Then do this:
Send Channel Messages
Delete user in Microsoft Teams when Updated Organization is added to Agendor
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When this happens:
Updated Organization
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Then do this:
Delete user
Send Chat Message in Microsoft Teams when Deal Won is added to Agendor
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When this happens:
Deal Won
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Then do this:
Send Chat Message
Create Chat from Microsoft Teams from Updated Deal to Agendor
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When this happens:
Updated Deal
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Then do this:
Create Chat
Add Member in Microsoft Teams when Deal Won is added to Agendor
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When this happens:
Deal Won
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Then do this:
Add Member
Delete user in Microsoft Teams when Deal Won is added to Agendor
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When this happens:
Deal Won
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Then do this:
Delete user
Create Chat from Microsoft Teams from Deal Won to Agendor
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When this happens:
Deal Won
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Then do this:
Create Chat
Create Channel from Microsoft Teams from Deal Lost to Agendor
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When this happens:
Deal Lost
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Then do this:
Create Channel
Delete user in Microsoft Teams when Deal Lost is added to Agendor
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When this happens:
Deal Lost
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Then do this:
Delete user
Create Chat from Microsoft Teams from Deal Lost to Agendor
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When this happens:
Deal Lost
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Then do this:
Create Chat
Add Member in Microsoft Teams when Deal Lost is added to Agendor
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When this happens:
Deal Lost
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Then do this:
Add Member
Send Channel Messages in Microsoft Teams when Deal Lost is added to Agendor
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When this happens:
Deal Lost
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Then do this:
Send Channel Messages
Create Meeting from Microsoft Teams from Deal Lost to Agendor
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When this happens:
Deal Lost
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Then do this:
Create Meeting
Send Channel Messages in Microsoft Teams when Deal Stage Changed is added to Agendor
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When this happens:
Deal Stage Changed
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Then do this:
Send Channel Messages
Create Channel from Microsoft Teams from Deal Stage Changed to Agendor
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When this happens:
Deal Stage Changed
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Then do this:
Create Channel
Send Chat Message in Microsoft Teams when Deal Stage Changed is added to Agendor
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When this happens:
Deal Stage Changed
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Then do this:
Send Chat Message
Create Meeting from Microsoft Teams from Deal Stage Changed to Agendor
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When this happens:
Deal Stage Changed
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Then do this:
Create Meeting
Add Member in Microsoft Teams when Deal Stage Changed is added to Agendor
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When this happens:
Deal Stage Changed
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Then do this:
Add Member
Delete user in Microsoft Teams when Deal Stage Changed is added to Agendor
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When this happens:
Deal Stage Changed
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Then do this:
Delete user
Send Chat Message in Microsoft Teams when Deal Lost is added to Agendor
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When this happens:
Deal Lost
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Then do this:
Send Chat Message
Create Chat from Microsoft Teams from Deal Stage Changed to Agendor
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When this happens:
Deal Stage Changed
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Then do this:
Create Chat
Optimice su flujo de trabajo con la automatización de Appy Pie
Frequently Asked Questions
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Agendor es un CRM y una plataforma de gestión de ventas que actúa como un asistente personal para los vendedores. Organiza y centraliza los datos de tus clientes, realiza un seguimiento de las ventas y evalúa el negocio en curso, todo ello de forma gratuita y desde cualquier lugar.
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Microsoft Teams es un centro de trabajo en equipo, productividad y colaboración. Reúne el chat, las reuniones, las notas, las personas y las herramientas en un solo lugar. Y es accesible desde cualquier lugar, en cualquier dispositivo.
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The integration between Agendor and Microsoft Teams is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Agendor and Microsoft Teams. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Agendor with Microsoft Teams, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Agendor-Microsoft Teams integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Agendor and Microsoft Teams integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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