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Deliver Pipeline Updates to Microsoft Teams

When pursuits change phase, new contracts enter your pipeline, or deadlines approach, CLEATUS posts rich notifications to your Microsoft Teams channels via webhook — complete with contract details, AI analysis, and action items.

AI Workflow workflow automation diagram
Miguel
Hillary
Keith Deutsch
Christine

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KMI Learning logo
Praeses logo
Applied Information Sciences logo
Brown Edwards logo
Metrea logo
SkyBridge Tactical logo
GET ENGINEERING CORP logo
Audacy Inc. logo
VITRONIC logo
Synectics for Management Decisions logo
SynTerra logo
ConferenceDirect logo
AITHERAS LLC logo
MARATHON MEDICAL CORPORATION logo
CALIFORNIA CONSTRUCTORS logo
MGI Inc. logo
basecom logo
I360TECHNOLOGIES INC logo
Varner Miller logo
RESEARCH & ENGINEERING DEVELOPMENT LLC logo
LEGAL INTERPRETING SERVICES, INC logo
FastestLabs logo
MTE logo
Batir Architecture Ltd logo

Teams Integration

Pipeline Events Delivered Straight to Your Teams Channels

Connect CLEATUS to Microsoft Teams using incoming webhooks. When a pursuit moves from Qualify to Capture, a new contract enters your pipeline, or an amendment drops — your team sees it instantly in the right Teams channel with full context: contract title, agency, NAICS, deadline, and assigned owner.

Phase changes, new pursuits, and amendments in Teams
Rich Adaptive Card formatting with contract details
Route different events to different Teams channels
No coding required — connect via incoming webhook URL
CLEATUS workflow posting pipeline updates to Microsoft Teams channels

Smart Routing

Route Alerts by Event Type, Agency, or Priority

Use workflow logic gates to route different events to different Teams channels. High-value opportunities go to the leadership channel. Amendments go to the active pursuits channel. Deadline reminders go to the assigned BD lead. Keep signal-to-noise ratio high across your organization.

Route by event type, contract value, or agency
Dedicated channels for leadership, BD, and capture teams
Escalation alerts for high-priority events
Combine with AI analysis for richer context in every message
CLEATUS workflow routing different pipeline events to targeted Teams channels

Ready to Bring Your Pipeline into Microsoft Teams?

Get pipeline changes, opportunity alerts, and deadline reminders in your Teams channels automatically

Real-time Teams notifications for every pipeline event

Rich formatting with contract details and AI insights

Route events to the right channel by type or priority

Connect in minutes via incoming webhook

Works alongside Slack, email, and in-app notifications

Miguel
Hillary
Keith Deutsch
Christine

Join 500+ contractors already using CLEATUS

Related Workflows

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Workflow FAQ

Frequently Asked Questions

CLEATUS uses the webhook action node to POST formatted messages to a Microsoft Teams incoming webhook URL. You create the webhook in your Teams channel settings, paste the URL into the CLEATUS workflow builder, and every triggered event sends a message to that channel.