Send phone messages, client file notes and supported AccountKit tool notifications to Microsoft Teams.
What the integration does
Pass on the phone message. Send a phone message from AccountKit to the team or channel that needs to act on it.
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.
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.
Record the client message
Send it to the connected Teams destination
Follow up with the client context
What it doesn’t do
Teams is the communication destination. AccountKit remains the place to record the client note and manage the underlying work.
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.