Connect ERP Docs and Microsoft Teams
Integrate ERP Docs with Microsoft Teams to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document Draft from Template in ERP Docs when New Channel Message in Microsftteams
List Workspaces in ERP Docs when New Channel Message in Microsftteams
List Brand Profiles from ERP Docs when New Channel Message in Microsftteams
Create Brand Profile in ERP Docs when New Channel Message in Microsftteams
Create Document Draft from Template in ERP Docs when New Channel in Microsftteams
Popular ERP Docs + Microsoft Teams flows
Start from a real workflow other teams are already running.
Choose a trigger
ERP Docs
When this happens...
- Request a new Trigger for ERP Docs
Choose an action
Microsoft Teams
Automatically do this!
Send Channel Message
Create Channel
Create Private Channel
Reply to Channel Message
Send Chat Message
Get all Chats
Get all Teams
Get all Catalog
Get all Deleted Teams
Create Document Draft from Template in ERP Docs when New Channel Message in Microsftteams
Use this flowList Workspaces in ERP Docs when New Channel Message in Microsftteams
Use this flowList Brand Profiles from ERP Docs when New Channel Message in Microsftteams
Use this flowCreate Brand Profile in ERP Docs when New Channel Message in Microsftteams
Use this flowCreate Document Draft from Template in ERP Docs when New Channel in Microsftteams
Use this flowList Workspaces in ERP Docs when New Channel in Microsftteams
Use this flowList Brand Profiles from ERP Docs when New Channel in Microsftteams
Use this flowCreate Brand Profile in ERP Docs when New Channel in Microsftteams
Use this flowCreate Document Draft from Template in ERP Docs when New Chat Message in Microsftteams
Use this flowList Workspaces in ERP Docs when New Chat Message in Microsftteams
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Microsoft Teams.
When this happensTriggers
A trigger is an event that starts a workflow.
New Channel Message
Triggers when a new message is posted in a channel.
New Channel
Trigger when new cchannel is created
New Chat Message
Triggers when new message is received in a chat
New Reply to Message
Triggers when a new reply is added to a message in a channel.
New Chat
Triggers when new chat is created.
Do thisActions
Action is the task that follows automatically within your ERP Docs integrations.
Create Document Draft from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
List Workspaces
List all organization workspaces for the connected account.
List Brand Profiles
List all brand profiles or fetch a specific profile by ID; indicates the default profile.
Create Brand Profile
Creates an ERP Docs brand profile with optional colors, email branding, and logo configuration.
Send Channel Message
Sends a message to a specific channel in Microsoft Teams.
Create Channel
Creates a new channel within a specified team in Microsoft Teams.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate ERP Docs and Microsoft Teams workflows.
Learn how to automate ERP Docs and Microsoft Teams workflows.
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About ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn moreSimilar apps
About Microsoft Teams
Microsoft Teams is a collaboration platform that integrates people, content, and tools to enhance teamwork and communication. It offers chat, video conferencing, file sharing, and app integration to streamline workflows and improve productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Microsoft Teams accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ERP Docs and Microsoft Teams as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Teams. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Microsoft Teams, and a separate workflow where Microsoft Teams triggers actions in ERP Docs. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ERP Docs and Microsoft Teams. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Microsoft Teams integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
