Process Plan + Slack

Get Slack notifications when new ProcessPlan tasks are assigned

It's important to keep tabs on your to-do list, but all too easy to miss new tasks. With this Zap, you will automatically receive a direct message from a Slackbot when a new task is assigned in ProcessPlan. No more worrying about missing important task assignments!

When this happens...
Task Assigned
Triggers when a task is assigned.
TriggerInstant
automatically do this!
Send Direct Message
Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
ActionWrite

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Supported triggers and actions

- Process TemplateRequired
- When This Field Is UpdatedRequired
Trigger
Instant
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- Process TemplateRequired
Trigger
Instant
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- Process TemplateRequired
- When This Task Is Canceled (No Selection = Any Tasks)
Trigger
Instant
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- Process TemplateRequired
- When This Tasks Due Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
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- Process TemplateRequired
- When This Tasks Becomes Past Due (No Selection = Any Tasks)
Trigger
Instant
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- Process InstanceRequired
Action
Write
- Process Template IDRequired
- Select the Task to CancelRequired
- Process InstanceRequired
Action
Write
- Process Template IDRequired
- Select the Task to StartRequired
- Process InstanceRequired
Action
Write
- Process TemplateRequired
Action
Search
New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include Alias
Trigger
Instant
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- Username
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
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- Conversation
- Reaction
- Member
- Message author
Trigger
Instant
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- Zap Identifier
- Access type
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- ChannelRequired
- TopicRequired
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

- Process TemplateRequired
Trigger
Instant
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- Process TemplateRequired
- When This Task Is Assigned (No Selection = Any Tasks)
Trigger
Instant
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- Process TemplateRequired
- When This Task Is Completed (No Selection = Any Tasks)
- When This Task Response Is Used (No Selection = Any Response)
Trigger
Instant
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- Process TemplateRequired
- Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
Trigger
Instant
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- Process TemplateRequired
- When This Task's Start Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
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- Process Template IDRequired
- Process InstanceRequired
Action
Write
- Process Template IDRequired
- Select the Task to CompleteRequired
- Task ResponseRequired
- Process InstanceRequired
Action
Write
- Process Template IDRequired
Action
Write
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- Search QueryRequired
- Optimized data
Trigger
Polling
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap Id
Action
Write
- Channel NameRequired
Action
Write
- Status Copy
- Approval request messageRequired
- Send message asRequired
- Approval typeRequired
- Zap Id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

About Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

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About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more

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Get Slack notifications for overdue ProcessPlan tasks

Start new processes in Process Plan and send direct messages in Slack

Process Plan + Slack

Get Slack notifications when new ProcessPlan tasks are assigned

Supported triggers and actions

Field Updated

Process Instance Started

Task Canceled

Task Due Date Changed

Task Past Due

Cancel a Process

Cancel a Process Task

Start a Process Task

Find a Process Instance

New Channel

New Team Custom Emoji

New Mention

New Reaction Added

New Pushed Message

New User

Invite User to Channel

Send Direct Message

Send Private Channel Message

Set Channel Topic

Set Status

Delete Message

Retrieve Thread Messages

Find Public Channel

Get Message by Timestamp

Get Message

Find Message

Find User by ID

Find User by Username

Process Instance Completed

Task Assigned

Task Completed

Task Notes Updated

Task Start Date Changed

Update Process Fields

Complete a Task

Start a New Process

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Message Posted to Private Channel

New Saved Message

Add Reminder

Send Channel Message

Create Channel

Request Approval

Update Profile

API Request (Beta)

Remove User from Channel

Create Private Channel

Edit Message

Get Conversation

Get Message Permalink

Find User by Email

Find User by Name

About Process Plan

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