AuditCase integration with Microsoft Teams
How to Send Microsoft Teams channel messages for new contact creation dates in AuditCase
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Send Microsoft Teams channel messages for new contact creation dates in AuditCase" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate AuditCase integrations
AuditCase actions
Nekton can use any feature that is available in AuditCase API.
Using our advanced AI, you can easily create custom automations for AuditCase.
Here are some typical actions you can do in your automated workflows.
Update Client
Triggers when there's a client updated.
Check Date
Triggers when there's a date validation resulted in true.
Update Task
Triggers when there's a task updated.
Update Validsign
Triggers when there's an validsign update.
About AuditCase
Dé CRM en DMS oplossing voor accountants.