Microsoft Teams + Caflou Integration

Integrate Caflou to Microsoft Teams in one click, or tell Integrately AI how you want each project handled. Notify your team, update project boards, log client events, and track milestones automatically.

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1.
  • Microsoft Teams
    Chat message is received in Microsoft Teams
  • Microsoft Teams
    Message posted in channel in Microsoft Teams
  • Microsoft Teams
    Channel is created in Microsoft Teams
  • Microsoft Teams
    New chat is created in Microsoft Teams
  • Caflou
    Company is created in Caflou
  • Caflou
    Project is created in Caflou
  • Caflou
    Contact is created in Caflou
  • Caflou
    Task is created in Caflou
  • Caflou
    Event is created in Caflou
  • Caflou
    Income or expense is created in Caflou
  • Caflou
    Timesheet is created in Caflou
  • Caflou
    Time entry is created in Caflou
  • Caflou
    Invoice is created in Caflou
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2.
  • Microsoft Teams
    Get chat message in Microsoft Teams
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Send channel message in Microsoft Teams
  • Microsoft Teams
    Send chat message in Microsoft Teams
  • Microsoft Teams
    Create channel in Microsoft Teams
  • Microsoft Teams
    Search channel in Microsoft Teams
  • Microsoft Teams
    Create online meeting in Microsoft Teams
  • Microsoft Teams
    Get user by ID in Microsoft Teams
  • Caflou
    Create company in Caflou
  • Caflou
    Search company in Caflou
  • Caflou
    Search task in Caflou
  • Caflou
    Create task in Caflou
  • Caflou
    Search account in Caflou
  • Caflou
    Create contact in Caflou
  • Caflou
    Create event in Caflou
  • Caflou
    Search event in Caflou
  • Caflou
    Search user in Caflou
  • Caflou
    Create income or expense in Caflou
  • Caflou
    Search income or expense in Caflou
  • Caflou
    Create bank payment in Caflou
  • Caflou
    Create timesheet in Caflou
  • Caflou
    Search timesheet in Caflou
  • Caflou
    Create project in Caflou
  • Caflou
    Search project in Caflou
  • Caflou
    Create time entry in Caflou
  • Caflou
    Search time entry in Caflou
  • Caflou
    Create issued invoice in Caflou
  • Caflou
    Search invoice in Caflou
  • Caflou
    Acknowledge invoice in Caflou

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Ready Workflows Ready Workflows for Caflou + Microsoft Teams Integration

Notify teams about new projects, share task updates, alert accounting of new invoices, post channel notifications, all in just one click.

Most popular automationsmost-popular-automations
Caflou + Microsoft Teams Integration

Send Microsoft Teams message for new Caflou contact

Anytime a new contact is added to your Caflou, automatically send them a message through Microsoft Teams letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Caflou - Microsoft Teams integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Caflou + Microsoft Teams Integration

Send Microsoft Teams message for new Caflou task

With this Caflou - Microsoft Teams integration, whenever a new task is created in Caflou, message will be sent via Microsoft Teams. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Caflou + Microsoft Teams flow

Sync project data with financial systems, time trackers, CRMs, and document storage to keep your operations connected. Pick a combination and activate it in one click.

Microsoft Teams
Caflou
+
XeroXero (8)
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TogglToggl (8)
+
HubSpotHubSpot (8)
+
StripeStripe (8)
+
Google DriveGoogle Drive (8)
+
CalendlyCalendly (8)
C
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When an invoice is created in Caflou, create a sales invoice in Xero and notify the billing channel in Microsoft Teams.
Every new Caflou invoice generates a matching Xero sales invoice while Microsoft Teams posts an alert to the billing channel. No double data entry, no missed billing.
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When a project is created in Caflou, create a contact in Xero and notify the finance team in Microsoft Teams.
New Caflou projects automatically establish client profiles in Xero and alert the finance team in Microsoft Teams instantly.
C
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When an income or expense is created in Caflou, create a bill in Xero and alert accounting in Microsoft Teams.
Caflou expenses turn into Xero bills instantly while Microsoft Teams notifies accounting, keeping financial tracking aligned.
C
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Create a Xero contact for every new Caflou company, and confirm the creation in Microsoft Teams.
New Caflou companies are added to Xero as contacts automatically while Microsoft Teams confirms the sync.
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If a Caflou invoice is issued, create the corresponding Xero sales invoice and alert the executive channel in Microsoft Teams.
Conditional routing ensures issued Caflou invoices generate Xero records and notify leadership in Microsoft Teams.
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When a Xero payment is marked as paid, acknowledge the invoice in Caflou and post an update in Microsoft Teams.
Paid Xero invoices update Caflou invoice statuses automatically while Microsoft Teams shares the good news.
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Use Claude to categorise every new Caflou expense, create the bill in Xero, and post the summary in Microsoft Teams.
Claude analyses new Caflou expenses before generating Xero bills and posting structured summaries in Microsoft Teams.
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When an invoice is created in Caflou, create the Xero sales invoice, notify Microsoft Teams, and log the record in Google Drive.
A four-step pipeline syncs Caflou invoices to Xero, alerts Microsoft Teams, and archives records in Google Drive.

Supported triggers and actions for Microsoft Teams and Caflou

Mix and match to build the exact automation you need

Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
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Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
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Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
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New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
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Get chat message in Microsoft Teams
Get chat message
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Search user in Microsoft Teams
Searches for a user
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Send channel message in Microsoft Teams
Sends a message to a channel
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Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
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Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
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Create online meeting in Microsoft Teams
Schedules a new online meeting
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Get user by ID in Microsoft Teams
Retrieves user information using their id
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Caflou
Caflou Triggers & Actions
Company is created in Caflou
Triggers the automation when a new company is created
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Project is created in Caflou
Triggers the automation when a new project is created
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Contact is created in Caflou
Triggers the automation when a new contact is created
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Task is created in Caflou
Triggers the automation when a new task is created
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Event is created in Caflou
Triggers the automation when a new event is created
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Income or expense is created in Caflou
Triggers the automation when a new income or expense is added
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Timesheet is created in Caflou
Triggers the automation when a timesheet is created
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Time entry is created in Caflou
Triggers the automation when a new time entry is created
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Invoice is created in Caflou
Triggers the automation when any invoice is added or modified
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Create company in Caflou
Generates a new company profile with given details
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Search company in Caflou
Finds information about a company
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Search task in Caflou
Searches for a task
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Create task in Caflou
Creates a new task
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Search account in Caflou
Searches for account information
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Create contact in Caflou
Adds a new contact to the database
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Create event in Caflou
Adds a new contact to the contact list
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Search event in Caflou
Conducts a search for events based on particular criteria
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Search user in Caflou
Searches for a user
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Create income or expense in Caflou
Generates income or expenses based on preset parameters
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Search income or expense in Caflou
Searches for income or expense records
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Create bank payment in Caflou
Generates a bank payment using the provided details
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Create timesheet in Caflou
Creates a new timesheet
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Search timesheet in Caflou
Searches for a timesheet
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Create project in Caflou
Creates a new project
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Search project in Caflou
Searches for a project
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Create time entry in Caflou
Creates a new time entry without manual input
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Search time entry in Caflou
Searches for a time entry
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Create issued invoice in Caflou
Generates and send an invoice for completed transactions
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Search invoice in Caflou
Locates and retrieves invoices with
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Acknowledge invoice in Caflou
Acknowledges an invoice
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What can you automate with Caflou + Microsoft Teams?

Streamline your project management and team communication with automated workflows that eliminate manual data transfer.

What you can automate?
🚀
Sync new Caflou projects to Microsoft Teams instantly
Trigger instant channel notifications the moment a new project or task is created in Caflou. Your team stays informed without manual status meetings.
📋
Capture every submitted field and project detail
Map all available Caflou project attributes and custom fields into your Microsoft Teams messages instead of just basic titles. Your channel updates become genuinely useful for daily standups.
🔔
Alert the right person as soon as work begins
Route specific task notifications and project assignments directly to the right department channels in Microsoft Teams. Response times improve when the correct team hears about updates immediately.
🔀
Route tasks conditionally based on submitted values
Send high-priority Caflou tasks to executive channels while standard tasks go to general project boards. Conditional logic ensures the right people review the right work items.
🔄
Keep project destinations up to date automatically
Update existing records across Caflou and Microsoft Teams whenever project stages or invoice statuses change. Your teams always reference current operational data.
🔍
Search and update instead of creating duplicate records
Check for existing companies and contacts before creating new entries in Caflou. Clean data management prevents cluttered project dashboards and duplicate records.
💳
Handle later status changes like paid invoices and completed tasks
Trigger automated channel announcements when Caflou invoices are acknowledged or timesheets are finalized. Revenue milestones and completed work get celebrated instantly.
🌐
Extend your workflow to accounting and CRM tools
Connect your core Caflou and Microsoft Teams setup with Xero, Toggl, or HubSpot to build multi-step pipelines that handle billing, time tracking, and customer management effortlessly.
And much more...

Who is Caflou + Microsoft Teams integration for?

Project managers, agency owners, and finance teams eliminate manual updates, keep communication synchronized, and maintain real-time visibility across projects.

Finance operators and controllers
Finance operators and controllers
Project managers and delivery leads
Project managers and delivery leads
Agency owners and directors
Agency owners and directors
Operations coordinators
Operations coordinators
Account managers and sales reps
Account managers and sales reps
Administrative supervisors
Administrative supervisors
📊
Finance operators and controllers
You're managing invoices and expenses in Caflou but your financial reports only update when someone manually reconciles records, so the revenue numbers you're reviewing are always hours behind — with this integration, every new invoice lands in your financial logs instantly and your data stays current.
⏱️
Project managers and delivery leads
You need to act fast when project milestones shift, and you keep finding out about task delays too late because team updates remain trapped in separate tabs — automating both apps means every project status change triggers instant channel alerts so you can resolve blockers before they impact delivery.
🏢
Agency owners and directors
You answer to clients who want to see constant progress on their deliverables, but manual status reporting eats into billable hours — this integration means every project creation and invoice generation flows directly into team channels automatically, keeping all stakeholders informed without extra meetings.
Operations coordinators
The volume of tasks and client contacts is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned work items — connecting these apps means every new task and contact is processed instantly without manual data entry bottlenecks.
🤝
Account managers and sales reps
You own the next client step and depend on someone upstream to hand over project structures and deal files, but communication gaps delay client onboarding — automating both apps means deal conversions instantly spin up project folders and channel alerts so you can take over immediately.
📁
Administrative supervisors
You need a reliable history of all company tasks, invoices, and timesheets, but manual record-keeping keeps leaving gaps in your audit trails — with this integration, every operational event is logged and cross-referenced across your systems automatically.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate Microsoft Teams + Caflou

Build and manage your Microsoft Teams + Caflou automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Teams + Caflou with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Caflou to Microsoft Teams?
Frequently Asked Questions
You can connect Caflou to Microsoft Teams in 1-click using ready templates on Integrately. Connect your accounts, choose your trigger event, and ask Integrately AI to build the automation.
Can I automatically notify my Microsoft Teams channel when a new project is created in Caflou?
Frequently Asked Questions
Can I connect Caflou, Microsoft Teams, and Xero?
Frequently Asked Questions
What is a good Zapier alternative for Caflou and Microsoft Teams?
Frequently Asked Questions
How does Caflou handle new project and invoice creation in integrations?
Frequently Asked Questions
Can Microsoft Teams send direct messages for task updates?
Frequently Asked Questions
Do I need coding skills to automate Caflou and Microsoft Teams?
Frequently Asked Questions
Is the Caflou and Microsoft Teams integration free?
Frequently Asked Questions
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You Can Also Connect Caflou or Microsoft Teams With 1500+ Other Apps

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Microsoft Teams
Popular Microsoft Teams Integrations
Sync Microsoft Teams with project management tools, calendars, and customer support helpdesks to keep your team collaboration connected.