Pass on the phone message
Send a phone message from AccountKit to the team or channel that needs to act on it.
AccountKit + Microsoft Teams
Put client updates where your team talks
Send phone messages, client file notes and supported AccountKit tool notifications to Microsoft Teams.
Microsoft TeamsCommunicationConnected to your practice
- 01Record the client message
- 02Send it to the connected Teams destination
- 03Follow up with the client context
What connects
What you can do with Microsoft Teams
Share the client file note
Bring a client note into the team conversation without writing the same update again.
Surface tool notifications
Use supported AccountKit notifications to bring relevant tool updates into Teams.
In practice
Hand a client call to the right team
Record the call in AccountKit and share the message in Teams so the people handling the client’s work can pick it up.
A Microsoft Teams workflow
- 01Record the client message
- 02Send it to the connected Teams destination
- 03Follow up with the client context
Your existing software, connected to the client work.
Connection setup
Bring Microsoft Teams into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check your Microsoft Teams access
Have the person who manages your Microsoft Teams account confirm the access and permissions available for the connection.
- 02
Confirm the AccountKit features you need
Check your plan and connection requirements against the work you want Microsoft Teams to support.
- 03
Test with one client before rolling out
Connect the accounts with your administrator, test the intended workflow and confirm where the team should maintain the source record.
Before you connect
Does every AccountKit event appear in Teams?
Do not assume every event is sent. The published integration covers phone messages, client file notes and tool notifications. Confirm the notifications and destination your team needs during setup.
Can we see Microsoft Teams with AccountKit before deciding?
Book an AccountKit demo and mention Microsoft Teams. Bring a real example of the work you want to connect so the team can confirm the setup, supported actions and plan requirements for your firm.
The rest of your setup
Explore the connections around this work
- Email
Microsoft 365
Capture Outlook correspondence in AccountKit and send email using your own account, keeping conversations connected to the client and client group.
Explore integration - Documents
SharePoint
Keep your Microsoft document library connected to client work.
Explore integration - Communication
Twilio
Send and receive SMS from AccountKit through your own Twilio account, capturing messages against the applicable client and client group.
Explore integration
Your practice + Microsoft Teams
See how Microsoft Teams fits your firm’s work.
Bring your Microsoft Teams setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
