KoBoToolbox and Microsoft Teams automations

Ready-made scenarios where KoBoToolbox and Microsoft Teams work for you: pick one — a copy appears in your account and runs on its own.

42 scenarios

KoBoToolbox answers become issues in Microsoft Teams
A KoBoToolbox submission pings you in Microsoft Teams
KoBoToolbox submissions posted into Microsoft Teams
Form submissions delivered to your messenger
KoBoToolbox submissions land straight in Microsoft Teams
KoBoToolbox answers posted to a Microsoft Teams channel
KoBoToolbox submissions posted to your Microsoft Teams channel
Form responses into a sheet, with a heads-up to the team
An invoice in Google Sheets from a KoBoToolbox submission
Negative feedback — straight to your team chat
Sort form feedback by sentiment
Form submissions turn into tasks in your task manager
A form submission becomes a full contact with a verified email
Bug reports from a form — into repository issues with an alert
Auto-cleanup of old files in cloud storage — with notifications
Priority for big-budget leads — straight to the CRM and a team signal
Lead scoring and routing: hot leads straight to sales
Appointment approvals in one tap, with the client's email written for you
Contract risk review — the analysis arrives in your messenger
Sorting support requests by urgency
Triaged support: replies and bug tickets
Form leads into the CRM: no duplicates, with a score and an alert
Tickets prioritized by importance, tasks created for you
Repo changes from chat, in plain words
Lead scoring and an instant reply to the customer
Feedback triage: angry to chat, questions answered, ideas filed
Post drafts from your meetings — automatically
Applications get screened and strong candidates get invited at once
Screen job candidates by résumé with AI scoring
Quality checks: the log and the paperwork, handled
Multi-tier expense approval on autopilot
A chat bot that answers from your own knowledge base
Form feedback sorts itself: tasks, table, alerts
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Invoice intake with reading, risk checks and approval
Events on autopilot: registration, payment, reminders
A full new-client welcome after the form
A form order: invoice and client confirmation — automatic
Job search and a resume for each — on autopilot
Agency client onboarding — folders, brief, and welcome email from one form
Leads from a form and a messenger in one base, shared among agents
End-to-end hiring: from resume to interview — on autopilot