Integração Agendor Microsoft Teams usando agentes de IA
O Appy Pie Automate permite que você integre Agendor com Microsoft Teams usando agentes de IA
- Não é necessário cartão de crédito
- 7 dias de teste gratuito
- Configuração rápida de relâmpagos
Simplifique a integração Agendor Microsoft Teams com configuração perfeita
Configure facilmente a integração Agendor Microsoft Teams sem codificação. Comece a automatizar seus fluxos de trabalho e integre o Agendor com o Microsoft Teams hoje mesmo.
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Acordo Perdido
Acciona quando um Negócio (Negócio) é definido como perdido.
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Fase de Negociação Alterada
Desencadeia quando um Negócio (Negócio) passa para outra etapa (Etapa) na conduta.
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Negócio Ganho
Acciona quando um Negócio (Negócio) é definido como ganho.
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New Deal
Acciona quando é criado um novo Negócio (Negócio).
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Nova Organização
Acciona quando uma nova Organização (Empresa) é criada.
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Nova Pessoa
Acciona quando uma nova Pessoa (Pessoa) é criada.
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Nova Tarefa
Acciona quando é criada uma nova Tarefa (Tarefa/Comentário).
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Actualização do acordo
Acciona quando um Negócio (Negócio) é editado
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Organização Actualizada
Acciona quando uma Organização (Empresa) é editada.
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Pessoa Actualizada
Acciona quando uma Pessoa (Pessoa) é editada.
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Nova conversa
Acciona cada vez que se cria um novo chat.
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Nova mensagem de chat
Acciona sempre que é criada uma nova mensagem de chat.
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Nova Reunião
Acciona cada vez que é criada uma nova reunião.
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Nova mensagem enviada para o Canal
Acciona quando uma nova mensagem é afixada num canal # específico à sua escolha.
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Nova mensagem de resposta
Aciona quando uma nova mensagem de resposta é postada em um #canal específico que você escolher.
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Nova equipa
Acciona cada vez que uma nova equipa é criada.
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Novo Utilizador
Accionar cada vez que um novo utilizador é adicionado à lista de utilizadores do grupo.
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Adicionar Membro
Adicionar novo membro a um grupo.
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Criar Canal
Cria um novo canal.
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Criar Chat
Cria uma nova conversa.
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Criar Reunião
Criar uma reunião
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Eliminar Utilizador
Eliminar um utilizador de um grupo de Ms Team.
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Enviar Mensagens de Canal
Enviar uma nova mensagem a um canal à sua escolha.
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Enviar Mensagem de Conversa
Enviar Mensagem de Conversa.
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Acordo Perdido
Acciona quando um Negócio (Negócio) é definido como perdido.
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Fase de Negociação Alterada
Desencadeia quando um Negócio (Negócio) passa para outra etapa (Etapa) na conduta.
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Negócio Ganho
Acciona quando um Negócio (Negócio) é definido como ganho.
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New Deal
Acciona quando é criado um novo Negócio (Negócio).
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Nova Organização
Acciona quando uma nova Organização (Empresa) é criada.
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Nova Pessoa
Acciona quando uma nova Pessoa (Pessoa) é criada.
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Nova Tarefa
Acciona quando é criada uma nova Tarefa (Tarefa/Comentário).
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Actualização do acordo
Acciona quando um Negócio (Negócio) é editado
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Organização Actualizada
Acciona quando uma Organização (Empresa) é editada.
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Pessoa Actualizada
Acciona quando uma Pessoa (Pessoa) é editada.
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Nova conversa
Acciona cada vez que se cria um novo chat.
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Nova mensagem de chat
Acciona sempre que é criada uma nova mensagem de chat.
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Nova Reunião
Acciona cada vez que é criada uma nova reunião.
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Nova mensagem enviada para o Canal
Acciona quando uma nova mensagem é afixada num canal # específico à sua escolha.
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Nova mensagem de resposta
Aciona quando uma nova mensagem de resposta é postada em um #canal específico que você escolher.
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Nova equipa
Acciona cada vez que uma nova equipa é criada.
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Novo Utilizador
Accionar cada vez que um novo utilizador é adicionado à lista de utilizadores do grupo.
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Adicionar Membro
Adicionar novo membro a um grupo.
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Criar Canal
Cria um novo canal.
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Criar Chat
Cria uma nova conversa.
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Criar Reunião
Criar uma reunião
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Eliminar Utilizador
Eliminar um utilizador de um grupo de Ms Team.
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Enviar Mensagens de Canal
Enviar uma nova mensagem a um canal à sua escolha.
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Enviar Mensagem de Conversa
Enviar Mensagem de Conversa.
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Como funcionam as integrações Agendor e Microsoft Teams
Siga as etapas abaixo para começar a configurar suas integrações Agendor usando o 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
Simplifique seu fluxo de trabalho com a automação do Appy Pie
Frequently Asked Questions
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Agendor é uma plataforma de CRM e gestão de vendas que actua como assistente pessoal dos vendedores. Organize e centralize os seus dados de clientes, acompanhe as vendas e avalie os negócios em curso - tudo gratuitamente e a partir de qualquer lugar.
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A Microsoft Teams é um centro de trabalho de equipa, produtividade, e colaboração. Reúne a sua conversa, reuniões, notas, pessoas, e ferramentas num só lugar. E é acessível a partir de qualquer lugar, em qualquer 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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