Upnify + Microsoft Teams Integrations
Put Upnify + Microsoft Teams to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Upnify and Microsoft Teams
See the kind of workflows teams build with Upnify and Microsoft Teams below — describe the exact one you want above and the Agent builds it on demand.
Upnify + Microsoft Teams
When a new client is converted in Upnify, post a notification in Microsoft Teams.
Celebrate won deals in sales channels
Whenever a deal is marked won in Upnify, automatically post a celebratory message in the dedicated Microsoft Teams team channel to notify leadership.
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Create dedicated chat channels for high-value leads
When a new lead enters Upnify, automatically set up a dedicated project channel in Microsoft Teams and invite key team members to collaborate.
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Log sales activity from shared chat files
When a contract or proposal document is shared in Microsoft Teams, automatically log an activity on the corresponding account record in Upnify.
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Browse the full workflow library →
Looking to achieve something else with Upnify and Microsoft Teams?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Upnify and Microsoft Teams
Everything Upnify and Microsoft Teams can do inside a workflow — the triggers that start one and the actions that run when it fires.
Upnify Explore Upnify →
A customer relationship management platform designed to organize sales opportunities, track customer interactions, and automate follow-ups.
TriggersTriggers when a new client is created on your Upnify account.
Triggers when a new opportunity is created.
Triggers when a new sale is created on your Upnify account.
Triggers when a new prospect is created on your Upnify account.
Create a new Client.
Create a new Prospect
Microsoft Teams Explore Microsoft Teams →
Microsoft Teams is a workspace collaboration software combining persistent chat, video meetings, file storage, and application integration.
TriggersTriggers when a new channel is created within a team.
Triggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app from the Teams Store.
Triggers when a new message is received in a chat.
Triggers when a new chat is created.
Triggers when a new member is added to a team. Requires installation of the Zapier app from the Teams Store.
Triggers when a new message is posted in a channel. Requires installation of the Zapier app from the Teams Store.
Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.
Creates a new one-on-one chat between you and a team member.
Creates a new chat (one-on-one or group) and sends an initial message. If you select only yourself, no chat is created — the message is sent to your own Teams chat (shown as "(You)" in the Chat dropdown).
Edit an existing message in a chat.
Creates a new private channel within a team. Requires installation of the Zapier app from the Teams Store.
Creates a reply to a channel message.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Upnify + Microsoft Teams
Is there a pre-built Upnify + Microsoft Teams automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Upnify and Microsoft Teams's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Upnify or Microsoft Teams connector?
No. The Agent works whether or not Upnify or Microsoft Teams already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can sales notifications be posted automatically to team channels?
Yes, whenever a deal changes stage or is won in Upnify, a customized notification message is instantly sent to your selected channel in Microsoft Teams.
Can team discussions in Microsoft Teams update records in Upnify?
Yes, when team members post specific updates or share key files in Microsoft Teams, you can automatically log activities or update deal stages in Upnify.