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
How to connect Microsoft Teams to Plutio
Connecting Teams takes about 2 minutes. The integration is native, meaning no Zapier or third-party tools required.
Step-by-step connection process
- Log in to Plutio and go to Settings
- Click on Integrations in the left sidebar
- Find Microsoft Teams in the list and click Connect
- Microsoft will ask you to sign in (use your Microsoft 365 work account)
- Grant Plutio permission to post messages to Teams
- Select a default channel to receive notifications
- Configure additional routing rules if needed
Testing the connection
After setup, create a test invoice and mark it as paid. Within seconds, you should see a notification in your selected Teams channel. If it arrives, the connection is working correctly.
The entire setup process takes about 2 minutes. Most time is spent deciding which channel should receive notifications.
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.
How to route notifications to different channels
Configure routing rules so different notification types go to different channels. This prevents notification fatigue and keeps channels focused.
Recommended channel structure
- #revenue or #payments: Invoice paid, proposal signed
- #sales or #leads: New contacts, new leads, inquiry submissions
- #projects or project-specific channels: Task completions, project updates
- #operations: Booking confirmations, general updates
Setting up routing rules
In Plutio's integration settings, you'll see a list of notification types. For each type, select which Teams channel should receive that notification. You can route multiple types to the same channel or spread them across different channels.
Channel routing keeps each channel focused and relevant to the people who monitor it.
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
- Open the private channel in Teams
- Click the three dots menu at the top
- Select "Manage channel" or "Channel settings"
- Go to Apps or Connectors
- 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
What's included in each notification?
Each notification includes relevant details and a direct link to the item in Plutio. You do not have to search. Click and you are there.
Example: Invoice paid notification
When an invoice is paid, the Teams notification shows:
- Client name
- Invoice amount
- Invoice number
- Payment method (if available)
- "View Invoice" button linking directly to the invoice in Plutio
Example: Proposal signed notification
When a proposal is signed, the notification shows:
- Client name
- Proposal title
- Total value
- "View Proposal" button linking to the signed document
Quick-action links cut admin work. You do not't have to navigate through Plutio to find what the notification was about.
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.
