Plutio + Microsoft Teams Integration (2026): Real-Time Alerts

Teams Integration

Use cases for agencies and teams

Get real-time visibility into business activity without leaving Teams. Agencies and teams that work in Microsoft 365 can receive instant notifications when important Plutio events happen. Here's how different teams use this integration:

Sales and revenue visibility

Route payment notifications to your #revenue or #sales channel. When an invoice is paid, the whole team sees it instantly with the client name, amount, and invoice number. Celebrate wins as they happen and track cash flow without running reports.

Lead alerts for sales teams

When a new contact or lead is added to Plutio (from your website form, manual entry, or integrations), Teams sends an alert to your #inbound or #leads channel. The sales team sees new opportunities immediately and can respond while leads are hot.

Project status updates

Route task completion and project updates to project-specific channels. When a milestone is complete, the project channel gets notified. Team members stay informed without email chains or status meetings.

• Invoice paid: Celebrate wins, track revenue, keep accounting informed
• Proposal signed: Alert the team, start onboarding, assign resources
• New lead: Fast follow-up, sales team visibility, lead tracking
• Task complete: Project visibility, milestone tracking, team alignment

What events send notifications to Teams?

You can receive Teams notifications for almost any event in Plutio. Each notification type can be enabled or disabled individually.

Financial events

• Invoice paid: Client name, amount, invoice number, payment method
• Proposal signed: Client name, proposal title, total value
• Invoice sent: Client name, amount, due date
• Invoice overdue: Client name, amount, days overdue

Client and project events

• New contact/lead: Contact name, email, source
• Project created: Project name, client, start date
• Task completed: Task name, project, who completed it
• Booking confirmed: Client name, meeting time, booking type

Each notification includes a direct link to the relevant item in Plutio, so you can click through for details.

Can notifications go to private channels?

Yes, but you need to add the Plutio app to the private channel first. Private channels have extra security, so apps need explicit permission to post.

Adding Plutio to a private channel

1. Open the private channel in Teams
2. Click the three dots menu at the top
3. Select "Manage channel" or "Channel settings"
4. Go to Apps or Connectors
5. Add the Plutio app to the channel

Once added, the private channel appears as an option in Plutio's notification routing settings.

Use cases for private channels

• Financial notifications visible only to leadership or accounting
• Client-specific channels for confidential projects
• HR or sensitive operational notifications

Should I use Teams or Slack?

Use whichever platform your team already uses. The Plutio notifications work identically on both platforms - the only difference is where they appear.

Choose Teams if:

• Your organization uses Microsoft 365
• You already communicate in Teams daily
• Your files live in SharePoint/OneDrive
• You use Outlook for email and calendar

Choose Slack if:

• Your team already uses Slack for communication
• You prefer Slack's interface and workflow
• Most of your tools integrate with Slack

You can only connect one messaging platform per Plutio workspace. Choose the one where your team actually spends their time. The features are identical between Teams and Slack integrations.