Microsoft Teams + eversign Integration

Integrate eversign to Microsoft Teams in one click, or tell Integrately AI how you want each document handled. Track completed agreements, notify your team in channels, schedule follow-up meetings, and archive files automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Teams
    Chat message is received in Microsoft Teams
  • Microsoft Teams
    Message posted in channel in Microsoft Teams
  • Microsoft Teams
    Channel is created in Microsoft Teams
  • Microsoft Teams
    New chat is created in Microsoft Teams
  • eversign
    Document is Completed in eversign Instant
  • eversign
    Document is signed in eversign Instant
  • eversign
    Document is sent in eversign Instant
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2.
  • Microsoft Teams
    Get chat message in Microsoft Teams
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Send channel message in Microsoft Teams
  • Microsoft Teams
    Send chat message in Microsoft Teams
  • Microsoft Teams
    Create channel in Microsoft Teams
  • Microsoft Teams
    Search channel in Microsoft Teams
  • Microsoft Teams
    Create online meeting in Microsoft Teams
  • Microsoft Teams
    Get user by ID in Microsoft Teams
  • eversign
    Send document using template in eversign
  • eversign
    Download document in eversign

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Ready WorkflowsReady Workflows   for Microsoft Teams + eversign Integration

Notify your team when documents are sent, post messages when signed, alert channels on completion, update records, and trigger follow-up tasks, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your eversign + Microsoft Teams flow

Send signed documents to your CRM, log agreements in storage, and coordinate team reviews. Pick a combination and activate it in one click.

Microsoft Teams
eversign
+
SalesforceSalesforce (8)
+
HubSpotHubSpot (8)
+
Microsoft OutlookMicrosoft Outlook (8)
+
DocuSignDocuSign (8)
+
SlackSlack (8)
+
Google DriveGoogle Drive (8)
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When an eversign document is completed, create a Salesforce record and notify your team in Microsoft Teams
Completed eversign documents automatically create a Salesforce record while alerting your team in Microsoft Teams, removing manual data entry.
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When a document is signed in eversign, post a Microsoft Teams message and update the Salesforce record
Notify your team in Microsoft Teams the moment an eversign document is signed, and update Salesforce automatically.
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When an eversign document is sent, update Salesforce and notify your Microsoft Teams channel
Track outgoing eversign agreements by updating Salesforce records and notifying your team in Microsoft Teams.
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Create a Salesforce record for every completed eversign document and get the assigned user in Microsoft Teams
Log completed eversign documents in Salesforce and retrieve user details in Microsoft Teams for streamlined follow-up.
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If an eversign document is high value, create a priority Salesforce record and notify Microsoft Teams
Route high-value eversign documents into priority Salesforce accounts while alerting your team in Microsoft Teams.
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When an eversign agreement is fully executed, update Salesforce and post to Microsoft Teams
Mark agreements as closed in Salesforce when eversign documents finish, and notify your Microsoft Teams revenue channel.
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Use Claude to summarise completed eversign documents, save to Salesforce, and notify Microsoft Teams
Extract insights from eversign documents using Claude, store them in Salesforce, and notify your team in Microsoft Teams.
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When an eversign document completes, update Salesforce, schedule a Microsoft Teams meeting, and notify Slack
Automate post-signature operations by updating Salesforce, creating a Microsoft Teams meeting, and notifying Slack.

Supported triggers and actions for Microsoft Teams and eversign

Mix and match to build the exact automation you need

Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
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Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
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Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
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New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
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Get chat message in Microsoft Teams
Get chat message
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Search user in Microsoft Teams
Searches for a user
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Send channel message in Microsoft Teams
Sends a message to a channel
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Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
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Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
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Create online meeting in Microsoft Teams
Schedules a new online meeting
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Get user by ID in Microsoft Teams
Retrieves user information using their id
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eversign
eversign Triggers & Actions
Instant
Document is Completed in eversign
Triggers the automation when a particular document is completed
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Instant
Document is signed in eversign
Triggers the automation when a document is signed
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Instant
Document is sent in eversign
Triggers the automation when a document is sent to the recipient
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Send document using template in eversign
Sends a document using a pre-designed template
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Download document in eversign
Download a particular document to a location
Try it →

What can you automate with eversign + Microsoft Teams?

Streamline contract management, client communication, and team coordination by connecting eversign with Microsoft Teams.

What you can automate?
📄
Post a Microsoft Teams message when a document is completed
Automatically notify your team in Microsoft Teams the moment an eversign document reaches completion. Ensure everyone knows when agreements are finalized without manual tracking.
📋
Capture every document status change
Track when documents are sent, signed, or completed across your workspace. Keep your team fully informed of every stage in the signing process.
🔔
Alert the right channel instantly
Send instant channel messages in Microsoft Teams as soon as a client signs a document. Remove delays between document execution and team action.
🔀
Route messages based on document data
Send specific notifications to different Microsoft Teams channels depending on document details or recipient information. Ensure the right department sees the right update.
🔄
Keep collaboration spaces updated
Automatically create channels or post updates in Microsoft Teams as document workflows progress. Maintain a clear, searchable record of all contract activity.
👥
Search and coordinate team members
Connect completed documents with specific team members by searching users and sending direct chat messages in Microsoft Teams. Streamline internal handoffs effortlessly.
📅
Schedule online meetings automatically
Trigger online meetings in Microsoft Teams as soon as key documents are completed. Move smoothly from signature to kickoff discussion.
🔗
Extend document workflows to Slack
Connect eversign and Microsoft Teams completions directly into Slack channels to keep multi-platform teams synchronized.
And much more...

Who is eversign + Microsoft Teams integration for?

Connecting eversign and Microsoft Teams ensures sales teams, project managers, and finance departments never miss a signed agreement or contract update.

Sales Directors
Sales Directors
Account Executives
Account Executives
Project Managers
Project Managers
Operations Teams
Operations Teams
Customer Success Managers
Customer Success Managers
Legal & Compliance Leads
Legal & Compliance Leads
📈
Sales Directors
You're tracking contract completions across multiple accounts but your channel updates only happen when someone manually checks eversign, so the revenue counts you're reviewing are always a few hours behind — with this integration, every completed document posts to Microsoft Teams instantly and your pipeline data stays current.
Account Executives
You need to close deals and coordinate onboarding fast, but you find out a document was signed hours later because notifications get buried — automating both apps means every signed agreement alerts your team in Microsoft Teams immediately so kickoffs start without delay.
📋
Project Managers
You answer to clients who want to see progress on project agreements, but manual status checks leave gaps in your delivery timeline — connecting these apps means every document completion triggers an instant Microsoft Teams update so everyone stays aligned.
📈
Operations Teams
The volume of paperwork is too high for anyone to keep up by hand, leading to missed notifications and delayed follow-ups — integrating these apps means every sent document and completion status updates automatically in Microsoft Teams.
🤝
Customer Success Managers
You own the onboarding step and depend on someone upstream to hand over signed paperwork, but handover delays stall customer setup — this integration means completed eversign documents notify your team instantly so customer onboarding begins right away.
🗂️
Legal & Compliance Leads
You need a reliable history of document completions and keep finding gaps in your manual logs — automating both apps means every signature event is accurately recorded and broadcast across Microsoft Teams.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Microsoft Teams + eversign

Build and manage your Microsoft Teams + eversign automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Teams + eversign with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect eversign to Microsoft Teams?
Frequently Asked Questions
You can connect eversign to Microsoft Teams in one click using pre-built workflows or by asking Integrately AI to set it up for you. It integrates smoothly with Salesforce, HubSpot, and Slack.
Can I notify my team in Microsoft Teams when an eversign document is signed?
Frequently Asked Questions
Can I connect eversign, Microsoft Teams, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for eversign and Microsoft Teams?
Frequently Asked Questions
How does eversign handle completed documents in automations?
Frequently Asked Questions
Can Microsoft Teams create channels automatically from eversign triggers?
Frequently Asked Questions
Is coding required to set up eversign and Microsoft Teams workflows?
Frequently Asked Questions
Is the eversign and Microsoft Teams integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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