This integration is an add-on. Please contact your CSM or ask for more information.
Partner Manager, Manager, Recruiter and Admin permission level is required in Cinode to set up this integration.
💡 All integrations are configurable. If you need a particular notification that is not listed below, please let us know.
Real-time notifications and automated pipeline quality — directly in Teams
The Cinode–Microsoft Teams integration brings key updates, reminders, and sales pipeline insights directly into Microsoft Teams.
It consists of two complementary parts:
Teams Notifications – keeps teams informed through scheduled and event-driven updates
Pipeline Assistant – validates sales pipeline data automatically and reminds users when action is needed
Together, they improve collaboration, data quality, and follow-through — without leaving Teams.
⚙️ Prerequisites
This integration is an add-on. Please contact your CSM for activation or pricing.
To configure the integration, you need one of the following permission levels in Cinode:
Partner Manager, Manager, Recruiter, or Admin
Overview: What the Integration Does
Teams Notifications
Delivers scheduled or event-driven updates from Cinode to Microsoft Teams using rich Adaptive Cards. These notifications are typically posted in shared Teams channels.
Pipeline Assistant
Continuously validates projects in your sales pipeline and sends private, personalised notifications in Microsoft Teams when data is missing, outdated, or requires attention.
Private Teams channels are automatically created and maintained for each user.
Teams Notifications — Available Flows
Cinode’s Teams integration includes a set of ready-to-use notification flows.
Each flow posts Adaptive Cards to the configured Teams channel and uses a consistent layout and structure.
Contacts
Contacts Added (Scheduled)
Runs on a configurable schedule
Retrieves contacts created within the last X days
Enriches data with customer and creator information
Posts a New Contacts Summary Adaptive Card to Teams
Untouched Contacts (Scheduled + Download)
Helps identify contacts that may need follow-up.
Scheduled notification
Finds contacts not updated for N days
Generates a secure, one-time download link (UUID-based)
Posts an Untouched Contacts Adaptive Card to Teams with a download link
Download flow (Webhook)
Triggered when a user clicks the download link in Teams
Validates the UUID token
Returns an Excel (.xls) file with untouched contacts
If the link is invalid or expired, a new link is generated and posted to Teams
Roles
Upcoming Roles (Scheduled)
Identifies roles starting within a configured future date window
Sends the notification only at the exact scheduled time to avoid duplicates
Posts an Upcoming Role Starts Adaptive Card to Teams
Expiring Roles (Scheduled)
Finds roles ending within a configured future window
Includes only definite / booked roles
Enriches with customer and project information
Posts an Expiring Roles Adaptive Card to Teams
New Role Matching (Webhook-triggered)
This flow is fully automatic and event-driven.
Triggered when a Role Matching request is created or updated in Cinode
Receives the request via webhook
Applies matching rules, including:
Availability
Skills
Languages
Locations
Teams
Retrieves and ranks matching employees
Posts a Role Matching Candidates Adaptive Card to Teams
💡 This flow is not scheduled and does not require manual activation.
Tasks
Due Tasks (Scheduled)
Retrieves Cinode tasks due within the next 24 hours
Enriches data with responsible users and customers
Posts a Tasks Due Adaptive Card to Teams
Profiles
Updated Profiles (Scheduled)
Detects employee profiles updated within the last X days
Filters out system-only or non-relevant changes
Posts an Updated Employee Profiles Adaptive Card to Teams
These notifications give your team shared visibility and help you act early on upcoming opportunities or risks.
Pipeline Assistant — Automated Pipeline Quality in Teams
The Pipeline Assistant ensures that your sales pipeline in Cinode stays accurate and complete by validating projects against configurable rules.
When something is missing or outdated, the responsible user is notified privately in Microsoft Teams, with a direct link to update the project in Cinode.
How the Pipeline Assistant Works
The Pipeline Assistant operates on three levels:
Real-time validation when projects are updated
Weekly summaries of projects that need attention
Weekly reminders for projects closing soon
All notifications are delivered as Adaptive Cards in private Teams channels.
How It Supports Your Sales Process
Early signals: Catch inactive contacts, expiring roles, and pipeline gaps
Better data: Ensure deals are accurate before key stage transitions
Time savings: Reduce manual checks and follow-ups
Seamless collaboration: Everything happens inside Teams
💡 Key Benefits
✅ Keeps pipeline data clean and up to date without manual chasing.
🔔 Sends actionable, personalized alerts directly in Teams.
🔁 Runs automated weekly health checks for all sales pipelines.
⚙️ Automatically manages private Teams channels for each user.
💬 Provides dynamic, rich Adaptive Card summaries for quick action.
The Pipeline Assistant keeps Cinode project pipelines up to date by automatically validating project data and notifying users in Microsoft Teams when attention is needed. It ensures every opportunity in your sales pipeline is properly maintained, and automates follow-ups for incomplete or outdated project fields.
🔔 Pipeline Assistant Notifications
Keep your sales pipeline accurate and up to date — automatically
Cinode’s Pipeline Assistant monitors project updates in Cinode and sends targeted notifications to responsible users directly in Microsoft Teams.
The goal is to ensure that all key sales data stays complete and reliable — without manual follow-ups.
📬 Who receives the notifications
Recipients: The user who updated a project (the InvokedBy user in Cinode).
Where: A private Teams channel is created automatically for that user inside the configured Team (using the Channel Name Prefix).
Format: An Adaptive Card summarising missing or outdated fields, with a direct link to the relevant project in Cinode.
💡 When notifications are sent
Notifications are triggered automatically whenever a project is updated in Cinode — for example when moving a deal between pipeline stages or editing project details.
The integration checks the project’s data against your configured validation rules and sends a message if anything important is missing.
📦 What notifications are sent
Trigger | Description | Fields Checked / Missing Information | Who Receives |
Project Updated | Sent when a project is changed in Cinode. The assistant validates data based on your defined rules. | Depends on your Rules configuration — see below. | The user who performed the update (InvokedBy). |
Weekly Projects Check | Scheduled summary that checks all ongoing deals weekly to find missing or outdated values. | Same validation rules as above. | Sales/Project Owners in the configured Team. |
⚙️ Validation Rules (configurable)
Each rule determines which project fields must be complete before moving to the next pipeline stage.
If one or more conditions are not met, the Pipeline Assistant sends a private Teams message listing the missing fields.
Rule Name | What It Checks | Example Message |
dealValue | Missing or zero “Estimated Value”. | “⚠️ Missing or Out-of-Date Fields: Estimated Value.” |
closeDate | “Estimated Close Date” is missing or set in the past. | “⚠️ Estimated Close Date needs updating.” |
probability | “Probability” field is empty or invalid. | “⚠️ Probability not defined for this project.” |
roleCreated | Project has no roles created. | “⚠️ Missing Role in project Alpha.” |
roleAssigned | Role exists but no consultant is assigned. | “⚠️ Missing Assigned Person to Role.” |
rolePrelBooked | Role exists but no preliminarily booked consultant. | “⚠️ Missing Prel-booked Consultant.” |
roleRate 🆕 | Role exists but no rate (price/hour or price/day) is set. | “⚠️ Missing Rate for one or more roles.” |
📨 Example Notification in Teams
⚠️ Missing or Out-of-Date Fields
We've identified the following fields for Project Orion that require your attention:
Estimated Close Date
Role Rate
This message appears in the private Teams channel named according to your Channel Name Prefix (for example, cinode-pipeline-alex).
⚙️ How Pipe Line Assistant works
1. Setup
Admins need to configure in our integration platform when signed up:
Microsoft Teams Connection – used to send messages and create private channels dynamically.
Cinode Connection – connects to company project and user data.
Rules Mapping – defines which pipeline stages require specific validations (e.g., deal value, close date, assigned roles, etc.).
Weekly Schedule – sets when summary checks run.
Team and Channel Prefix – determines where updates and notifications appear.
2. When a Project is Updated
A Cinode webhook triggers when a project is modified.
The flow retrieves the project and checks it against configured Rules for its pipeline stage.
Missing or outdated fields (like estimated value, probability, or assigned roles) are identified.
If validation issues exist:
The system ensures a private Teams channel exists (created automatically per user if needed).
An Adaptive Card is sent to the channel summarizing missing fields with a link to update the project in Cinode.
3. Weekly Summary
On the configured schedule, the integration:
Lists all Cinode users and matching Teams members.
For each sales manager, retrieves all active projects and validates them against the same Rules.
Generates a personalized Teams summary card highlighting which projects need updates (e.g., missing close date or role assignments).
Sends that report privately in Teams to each relevant user.
4. Automated Pipeline Actions
Rules can include automation triggers like “Set Project to Won.”
When these conditions are met, the assistant automatically updates the project state in Cinode.
Bring Sales and Collaboration Closer Together
With Teams and Cinode working together, your sales process becomes more proactive, structured, and collaborative.
Keep your team aligned, your pipeline clean, and your customer relationships active — all without leaving Teams.
Existing Notifications flows ready to be implemented
The current version offers the following flows:
Public Announcements
Public Announcements from Cinode Market
Sends public updates and announcements from Cinode Market to Teams.
Contacts
Contacts Added
Sends a list of new contacts added within a selected time range (based on days before today).Inactive Contacts
Sends a list of contacts that have not been contacted within the configured number of days.
Roles
New Role Created
Triggered when a new Role is created. Sends suggestions of available consultants matching the Role requirements.Upcoming Roles Starting
Sends a digest of users booked on Roles starting within a selected number of days.Expiring Roles
Sends a digest of users booked on Roles that are expiring within a configurable number of days.
Bench & Tasks
Bench List – Weekly Digest
Sends a weekly digest to a Teams channel with available (unbooked) users.Expiring Tasks
Sends a notification or digest of tasks approaching their expiry date.
Profiles
Updated Profiles
Sends updates when user profiles have been changed or edited.
ex. of an announcement from Cinode Market.
ex. roles that are expiring
Choose When You Receive Notifications
With Cinode’s Teams integration, you decide how and when notifications are delivered.
You can choose between:
Real-time — get updates instantly as they happen
Daily — receive a daily digest
Weekly — receive a summary once a week
This flexibility ensures your team stays informed without being overloaded. Pick the rhythm that matches your workflow and let Cinode keep you aligned.
Getting Started
Login to the integration platform. You'll get access to this by reaching out to us.
Once logged in, go to Marketplace.
Select the Teams or Pipeline Assistant integration and Configure it.
Go through the steps to grant access. Add the Static Token from Cinode. Read how to create a token in Cinode.
Connect to grant access to your Teams and Cinode instances. Click Next when you're done.
Work your way through the configuration and tune the integration to your wishes.
If you're setting up the Teams Integration, be sure to add a User Level Configuration after you've completed the general configuration.
