Scriptera
Microsoft Teams and Pipedrive automations — Finance
Ready-made scenarios where Microsoft Teams and Pipedrive work for you (finance): pick one — a copy appears in your account and runs on its own.
7 scenarios
- New messages in Microsoft Teams — Updating notes in Pipedrive
- New channels in Microsoft Teams — Updating notes in Pipedrive
- chargebee cancellations — a Pipedrive note, an email and a Microsoft Teams alert
- On a webhook call from payPal — Sending messages in Microsoft Teams
- Cancellations — CRM notes and a team alert
- Stripe payments — as notes in pipedrive and a Microsoft Teams message
- A paid invoice moves the deal in your CRM
