IRIS CRM + Slack
Send notifications in Slack when IRIS CRM lead statuses are changed
With this automation, you can post a Slack user notification or channel message when an IRIS CRM lead changes from any status to a certain target status. This can be useful when you want to notify your boarding team that a lead is ready to submit to a processor or when you just want to keep a record of certain status changes.
With this automation, you can post a Slack user notification or channel message when an IRIS CRM lead changes from any status to a certain target status. This can be useful when you want to notify your boarding team that a lead is ready to submit to a processor or when you just want to keep a record of certain status changes.
- When this happens...Lead Status Updated
Triggers when a lead's status is updated.
- automatically do this!Send Direct Message
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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