Mautic and Microsoft Teams automations

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

418 scenarios

Mautic submissions become tasks in Microsoft Teams
New Mautic projects become tasks in Microsoft Teams
New CRM deal, task in your task manager
New lead in Mautic becomes a task in Microsoft Teams
Deal moves a stage in Mautic — a task appears in Microsoft Teams
New Mautic contacts — into Microsoft Teams audiences
Contacts from Mautic into Microsoft Teams audiences
Website requests — straight to your messenger, a confirmation to the client
An invoice in Google Sheets from a Typeform submission
Email validation for new CRM contacts
Website check for new HubSpot companies
Notifications about new invoices from your inbox to your messenger
A website lead: to the team chat, into a sheet, with an email to the client
Emergency alerts — to parents and staff in seconds
A breakdown of client feedback and a ready post from each
Validating new contacts for dead addresses
Website downtime alerts — to every channel at once
Scenario failure alerts — to your messenger, inbox and a log
Meeting notes — right after the call
An exam-prep question — every day to email, messenger, and SMS
A daily birthday reminder to your messenger
Word of a project's major release — to chat and email
Send files to your Kindle from a chat
Prescriptions to patients — by email and Microsoft Teams at once
New client onboarding — folder, email and team, automatically
High-priority tickets alert every channel at once
A warm thought every morning, in your inbox
Failure alerts across every channel
Failure alerts: an email and a message the moment something breaks
Customer feedback — logged and answered at once
Someone books a meeting — the guest gets an email, the team gets a heads-up
Support email sorts itself and becomes tasks
A form request into a tracker issue
A personal email assistant — handles your mail and attachments
Post-interview feedback reminders — sent daily, automatically
Incoming invoices: forwarding, archiving and notification — automatic
The forum topics you need — by keywords, with alerts
AI breakdown of any failure — straight to your inbox and messenger
Website inquiries: sheet, alert and one-click reply
A heads-up when the clocks change in other time zones
Tasks and a summary from your weekly notes
A daily overdue-tasks report in your inbox
Take reservations through a chat assistant
New deals routed automatically — to the team, table, and slides
Emails from your inbox — right from your messenger
All work accounts for a new hire from one form
A daily trend digest from discussions
The sprint report — it goes out to stakeholders on its own
CRM event alerts across channels — with a log
A personal assistant in your messenger: schedule, mail, contacts
Instant failure alerts: urgent ping to chat, full report by email
Payment reminders with a link — by email and messenger
Automated malicious-file triage with threat-intel lookup
Urgent tasks that don't stall
Appointment approvals in one tap, with the client's email written for you
Property-tour booking without the back-and-forth
Search-ranking watch — a same-day alert when positions drop
Candidate shortlisting, emails and screening tasks
Unpaid-invoice control: task and email — on their own
Workout journal with AI analysis
Every lead: reply, CRM and nurture, instantly
Lead scoring and routing: hot leads straight to sales
A freed-up domain monitor with alerts
Order confirmation and a coupon for first-time buyers
Failure alerts — instantly, in every channel
Manage meetings from chat
An instant reply to every new lead from your sheet
A weekly ad report, delivered for you
Installation booking approvals through chat
Inbound leads scored, with alerts and draft replies for the hot ones
A morning news digest from your own sources
Sorting support requests by urgency
A daily news digest — to your inbox and messenger
Form submissions: triaged, answered and pushed to your team
A receipt to the client and an alert to the team — right after payment
Daily stock market recap — to your messenger and email
Medication reminders — by messenger and email
Pitch an upgrade at the exact moment a customer outgrows their plan
Quote requests handled — from form to client reply
Stock price alerts — sent to you the moment it matters
Meeting notes — into tasks, participant emails and a summary
Win back no-shows within the hour
A post with a matching image, from a single topic
Equipment service dates — checked every morning, with alerts
New-lead handling: CRM entry, team alert and reminder
Score inbound leads against your own ideal-client profile
A clear weekly site report — to your email and messenger
Requests from Notion — into Microsoft Teams tasks with a team notice
Flight fare tracking — an alert when the price drops
Payroll and payslip delivery — once a month, automatically
Real-time sentiment from event feedback
Tickets from email and forms — into one stream
New jobs from the board — alerted to your chat within a minute
Cold deals close themselves — and bring back feedback
Tickets prioritized by importance, tasks created for you
AI coach on your Strava data — a breakdown of every workout
When a payment lands: receipt, CRM update and a team ping
A site-analytics breakdown, routed by how urgent the news is
All customer inquiries in one place — from email and web forms
Which channels bring revenue, not just leads