This flow ensures that relevant individuals are notified in Microsoft Teams when a contract is executed to keep everyone up to date (e.g. notifying the sales team about sales contracts or the legal team about all executed contracts).
This automation is designed to send a notification to a Microsoft Teams channel whenever a new matter is created.
Trigger
Action(s)
How it works
1
Workflow is triggered when a contract record in LawVu changes its lifecycle stage.
2
Get information about that contract record.
3
Terminate this workflow if a condition (is the lifecycle stage of this contract record now executed) is not met, otherwise proceed
4
Post a message in a specific Microsoft Teams channel, including information about the executed contract.
5
(Optional) Add a status message to that LawVu contract record to confirm that an automation has messaged a Slack channel about this contract moving to executed.
Getting started
To use this template, you must make one change.
Modifying the template
Required:
Set the channel name where the notification message should be posted.
Optional:
Modify the message format in the action that posts the message.
Update the status message posted to the contract after the flow is successfully completed. This is the final action in the flow and acts as a notice on the contract record in LawVu confirming that the Microsoft Teams message has been sent.
Refine the flow condition that checks if the contract has moved to the executed lifecycle stage. Option to add additional conditions to account for specific characteristics (e.g. certain contract types notifying particular teams, specific dollar values, or notifying a specific audience when the lifecycle stage moves to Out for Signing).
Details
Pricing
Free
Author
LawVu
Categories
Contracts
Notifications
Power Automate
Requirements
Power Automate, part of Microsoft 365 Power Platform, is a low-code automation platform which allows users to create bespoke workflows that customise and connect their legal workspace, creating effiicency through automation and standardized workflows.
The LawVu connector for Power Platform is required to use this workflow template.