Send a Microsoft Teams message when a prospect books a meeting

When a prospect books through Cal.com or Calendly, Master Inbox posts the meeting time, join link and prospect to a Microsoft Teams channel.

Meetings

Microsoft Teams

Cal.com

CalendlySales leaderSDR managerTeam plan

When

Meeting BookedFrom Cal.com or Calendly

Then

Notify in Microsoft TeamsPost the prospect, company, meeting time and join link to the meetings channel

Why teams run it

Teams-first sales orgs celebrate and prepare for meetings in the tool they already use.

Set it up in Master Inbox

In Master Inbox, open Settings, then Workflows, and click Add a workflow.
Name it Send a Microsoft Teams message when a prospect books a meeting.
Set the trigger to Meeting Booked and choose From Cal.com or Calendly.
Add the action Notify in Microsoft Teams: Post the prospect, company, meeting time and join link to the meetings channel.
Save the workflow and switch it to Active.

Before you start, connect Microsoft Teams, Cal.com or Calendly under Settings, Integrations.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Send a Microsoft Teams message when a prospect books a meeting",
  "trigger_type": "meeting_booked",
  "trigger_config": {},
  "action_configs": [
    {
      "action_type": "teams_notify"
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Send a Microsoft Teams message when a prospect books a meeting". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

Do I need a webhook URL for Teams?

No. Connect the Master Inbox bot with a pairing code, then pick it in the action.

Can reschedules post too?

Yes. Copy the workflow and switch the trigger to Meeting Rescheduled.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Team plan. Every plan has unlimited users and starts with a free 7-day POC.