Skip to content
Penny
Log inTry Penny free

Messaging · Via Zapier or your workflow · Starter

Penny’s caller details reach the Microsoft Teams channel your office watches.

An existing customer wants a call about an estimate. A Zap posts Penny’s summary and the details she took down to the Teams channel your office watches, so the person making the callback starts from what the customer said.

Try Penny freeRead the setup guide

14 days of Pro, including 100 phone minutes and 300 website conversations. No credit card.

The fields your office receives

Source fieldDestination
A Penny event: a finished call or chat, or a new lead, request, message, or bookingThe Zap’s trigger
Penny’s summaryMessage text you map
Details: every answer Penny took down, as one block of textMessage text you map
Caller name and phone, and the link to the conversation in PennyMessage text you map
Direction
Penny sends the event to the Penny app in Zapier. Your Zap posts it with Microsoft Teams’ “Send Channel Message” action.
When it happens
The Zap runs after the call or chat is processed.

This is a Zapier workflow that posts notifications; Penny does not monitor Teams replies. A message does not mean a team member has accepted responsibility for the caller. Decide who watches the channel and follows up. Zapier may require a separate paid plan for the workflow you choose.

Set up the connection

  1. 1

    Connect the Penny app in Zapier

    Create a Zap and choose the Penny app. Connect it with the API key from Settings → Integrations, using the invite link shown there.

  2. 2

    Choose the Penny trigger

    Pick New Message for callbacks, New Lead for new inquiries, or Conversation Completed for every call and chat. Press Test in Settings → Integrations to send a sample, then make one test call.

  3. 3

    Add the Send Channel Message action

    Connect your Microsoft account in Zapier, following your organization’s approval requirements, and choose the team and channel. Map the summary, the details, and the link into the message.

  4. 4

    Turn on the Zap and check the channel

    Turn the Zap on, then compare the next message in the channel with the conversation in Penny. Confirm who in the office handles these messages.

Microsoft Teams message from a Zap

Trigger
New Message
Summary
Existing customer asks the office to call about an estimate
Details
Preferred callback: Afternoon
Caller
Sample Caller
Sample Teams message: the caller’s request reaches the channel assigned to follow up.

Check the first result

Confirm the test message posts to the intended channel and reaches the people assigned to follow up. Review the Zap’s run history in Zapier if Teams has not posted it.

Questions about this connection

Who should own the Zap?

Choose someone who can keep the Zapier and Microsoft connections working. Confirm the channel’s membership and test that the Zap keeps posting under your organization’s access rules.

How do I know the connection is ready?

Confirm the test message posts to the intended channel and reaches the people assigned to follow up. Review the Zap’s run history in Zapier if Teams has not posted it.

Provider reference

Browse all connections