Deskera Microsoft Teams

Alert accounting channels when payments arrive

When a payment is received in Deskera, automatically send a message to a designated channel in Microsoft Teams so the finance team can celebrate and update accounts right away.

Try:

See all Deskera + Microsoft Teams integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Deskera Explore Deskera →

Triggers
New invoice created

Fires when a new invoice is created in Deskera.

Payment received

Fires when a payment is recorded in Deskera.

Invoice overdue

Fires when an invoice in Deskera passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Deskera.

Actions
Create invoice

Creates a new invoice in Deskera.

Record payment

Records a payment against an invoice in Deskera.

Create expense

Creates a new expense entry in Deskera.

Sync customer record

Syncs a customer's billing record in Deskera.

Microsoft Teams Explore Microsoft Teams →

Triggers
New message posted to a channel

Fires when a new message is posted to a channel in Microsoft Teams.

Mentioned in a message

Fires when your team or a keyword is mentioned in Microsoft Teams.

New channel created

Fires when a new channel is created in Microsoft Teams.

New file shared

Fires when a new file is shared in Microsoft Teams.

Actions
Send a channel message

Posts a message to a channel in Microsoft Teams.

Send a direct message

Sends a direct message to a person in Microsoft Teams.

Create a channel

Creates a new channel in Microsoft Teams.

Invite a user to a channel

Adds a user to a channel in Microsoft Teams.

Post overdue invoice warnings to account owners When an invoice becomes overdue in Deskera, send a direct message in Microsoft Teams to the assigned account owner so they can follow up with the client immediately. See details
Record receipts as expenses from chat attachments When a new file is shared in an expenses channel in Microsoft Teams, automatically create an expense entry in Deskera to streamline receipt tracking. See details

See all Deskera + Microsoft Teams integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Alert accounting channels when payments arrive” between Deskera and Microsoft Teams?

Yes — describe it in the box above and Knit's Integrations Agent researches Deskera and Microsoft Teams's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Deskera and Microsoft Teams improve team productivity?

It delivers key financial updates—like received payments or overdue invoices—directly into Microsoft Teams channels, so team members can respond quickly without continually logging into Deskera.

Can team members initiate accounting steps directly from a message in Microsoft Teams?

Yes, you can set up workflows so specific chat interactions or file shares in Microsoft Teams automatically record expenses or create invoices in Deskera.

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