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5 min read

How to automate your work notifications

Get the right pings in the right place at the right time

By Nicole Replogle · April 10, 2025
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I'm not speaking from experience or anything, but have you ever logged into your work computer, seen the staggering number of unread emails in your inbox, and wanted to become the physical embodiment of Homer Simpson backing slowly into the bushes? 

As they say, when everything's urgent, nothing is—so the more notifications you receive, the less helpful they become. When most of your notifications are the bad kind (the ones that show up at the worst time, tell you nothing useful, or bury the important stuff under a pile of noise), they actually get in the way of your work rather than helping you complete it. 

Fortunately, you and your team don't have to live in notification chaos. Automating your notifications gives you better control of where your alerts go, when they show up, and who sees what. Whether you're wrangling new leads, responding to IT incidents, or providing customer support, automation makes it easier to surface the right information at the right time—without the constant context switching. Here's how to get started.

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Skip ahead

  • Customize your notifications

  • Automate lead notifications

  • Automate incident response notifications

  • Automate support notifications

  • Automate HR and employee notifications

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Customize your notifications

Sometimes the simplest way to tame the notification chaos is to add some simple guardrails. Multi-step Zaps let you create sophisticated workflows that fit how and when you want to be notified (and filter out things that don't apply to you). That way, you can spend less time getting distracted by alerts and more time on your deep work.

For instance, a digest step can compile that day's (or week's) notifications into a single message, so your team isn't bombarded with constant notifications. Maybe you want to notify your sales team of new high-quality leads, or you'd like to receive an AI-generated digest of your emails in Slack. Digest can help reduce notification frequency while still keeping your team in the loop about important updates.

Send emails from Gmail with summaries of new Facebook Lead Ad leads

Send emails from Gmail with summaries of new Facebook Lead Ad leads
  • Facebook Lead Ads logo
  • Digest by Zapier logo
  • Gmail logo
Facebook Lead Ads + Digest by Zapier + Gmail

Get an AI-generated daily digest of your emails in Slack

Get an AI-generated daily digest of your emails in Slack
  • Gmail logo
  • Slack logo
Gmail + ChatGPT (OpenAI) + Digest by Zapier + 1 more

Email yourself a digest of Unbounce form submissions on a daily, weekly, or monthly schedule

Email yourself a digest of Unbounce form submissions on a daily, weekly, or monthly schedule
  • Unbounce logo
  • Digest by Zapier logo
  • Email by Zapier logo
Unbounce + Digest by Zapier + Email by Zapier

Send digests of new Shopify orders via Gmail

Send digests of new Shopify orders via Gmail
  • Shopify logo
  • Digest by Zapier logo
  • Gmail logo
Shopify + Digest by Zapier + Gmail

Or, if you want to limit the types of activity you get notifications about, try adding a filter step to filter out all but the most important information. Maybe you'd like to send new incidents—but only the urgent ones—to your IT team's email inbox. Or, maybe you're on the lookout for account cancellations or failed payments, not every single piece of subscription activity. You can even use a filter step to design a Zap that notifies your Slack channel of team wins, like a closed deal.

Send emails via Gmail for new, specified Typeform responses

Send emails via Gmail for new, specified Typeform responses
  • Typeform logo
  • Filter by Zapier logo
  • Gmail logo
Typeform + Filter by Zapier + Gmail

Post won Capsule CRM opportunities to Slack

Post won Capsule CRM opportunities to Slack
  • Capsule CRM logo
  • Filter by Zapier logo
  • Slack logo
Capsule CRM + Filter by Zapier + Slack

Send chat messages in Microsoft Teams when Billsby subscriptions are cancelled

Send chat messages in Microsoft Teams when Billsby subscriptions are cancelled
  • Billsby logo
  • Filter by Zapier logo
  • Microsoft Teams logo
Billsby + Filter by Zapier + Microsoft Teams

Zapier's other built-in tools can help you further fine-tune when and how notifications appear. For example, a delay step can halt a workflow and run it at your preferred time (like sending a follow-up email a few hours—not seconds—after receiving a form submission). And a formatter step can reformat data to fit your preferences (like turning a raw ISO date into a human-readable date format for a Slack message).  

A multi-step Zap in the Zap editor with filter, formatter, and digest steps to filter which leads from Facebook Lead Ads are sent in a Slack notification.

Automate lead notifications

Like ginger molasses cookies fresh out of the oven, leads are best snapped up immediately. Wait too long, and they cool off—or worse, someone else grabs them. 

Your leads' interest is never higher than the moment they reach out or click on an ad. But when your sales team is bouncing between a dozen different apps, it's easy for those golden opportunities to slip through the cracks.

And when you're running ads on multiple social media platforms at once, you don't have the option to stay glued to just one dashboard. Instead of hopping back and forth between your Facebook Business, LinkedIn, and Google Ads tabs, just use these Zaps to notify your team of every new lead as soon as they appear. 

Send emails in Gmail for new leads in Facebook Lead Ads

Send emails in Gmail for new leads in Facebook Lead Ads
  • Facebook Lead Ads logo
  • Gmail logo
Facebook Lead Ads + Gmail

Get Slack channel notifications for new Facebook Lead Ads

Get Slack channel notifications for new Facebook Lead Ads
  • Facebook Lead Ads logo
  • Slack logo
Facebook Lead Ads + Slack

Post new LinkedIn Lead Gen Form leads to Slack channels

Post new LinkedIn Lead Gen Form leads to Slack channels
  • LinkedIn Ads logo
  • Slack logo
LinkedIn Ads + Slack

Send emails via Gmail for new LinkedIn Lead Gen Forms leads

Send emails via Gmail for new LinkedIn Lead Gen Forms leads
  • LinkedIn Ads logo
  • Gmail logo
LinkedIn Ads + Gmail

Send emails via Gmail for new Google Ads leads

Send emails via Gmail for new Google Ads leads
  • Google Ads logo
  • Gmail logo
Google Ads + Gmail

Send Slack channel messages for new leads in Google Ads

Send Slack channel messages for new leads in Google Ads
  • Google Ads logo
  • Slack logo
Google Ads + Slack

Or, if you're already using automation to pull leads into your CRM from various sources, these Zaps can notify your team in Slack or email for new lead activity. That way, you can focus on building customer relationships without worrying about missing any important updates.

Get Slack notifications for new Salesforce opportunities

Get Slack notifications for new Salesforce opportunities
  • Salesforce logo
  • Slack logo
Salesforce + Slack

Get Slack notifications for new HubSpot form submissions

Get Slack notifications for new HubSpot form submissions
  • HubSpot logo
  • Slack logo
HubSpot + Slack

Send emails in Gmail when new deals are added to a stage on Pipedrive

Send emails in Gmail when new deals are added to a stage on Pipedrive
  • Pipedrive logo
  • Gmail logo
Pipedrive + Gmail

Send outbound emails in Email by Zapier for new module entries in Zoho CRM

Send outbound emails in Email by Zapier for new module entries in Zoho CRM
  • Zoho CRM logo
  • Email by Zapier logo
Zoho CRM + Email by Zapier

Get Slack notifications for new Close leads

Get Slack notifications for new Close leads
  • Close logo
  • Slack logo
Close + Slack

When automating your lead capture system, it's best to think in big-picture terms to reduce your team's lead processing time and improve follow-up speed. Here's an example (visualized with Zapier Canvas) of how a sales team could streamline everything from lead capture and enrichment to sales team follow-ups. By automating the entire flow, you can focus on building client relationships instead of managing data.

A flowchart mapped out in Zapier Canvas that shows a lead management system with notifications sent in Slack

Related reading:

  • Create custom notifications for Facebook Lead Ads

  • How to set up email alerts for Facebook Lead Ads

  • Send custom notifications for new LinkedIn leads

  • Send custom Google Ads notifications

  • Build custom notification bots for new leads

Automate incident response notifications

When things break—and they always do—it's a lot less stressful if everyone is looped in immediately. But manually alerting people at the right time across the right tools is kind of like trying to sound the fire alarm with a kazoo. Not ideal.

Automation lets you route incident notifications to wherever your team lives. Post a message in a dedicated Slack channel, ping someone on Microsoft Teams, or even send an SMS to your on-call teammate who never checks their email (you know the one).

These Zaps automate and speed up your response process, so the next time something catches fire (hopefully metaphorically), your team will already be on it.

Send Slack channel messages for new Okta events

Send Slack channel messages for new Okta events
  • Okta logo
  • Slack logo
Okta + Slack

Send new channel messages in Discord for new incidents in PagerDuty

Send new channel messages in Discord for new incidents in PagerDuty
  • PagerDuty logo
  • Discord logo
PagerDuty + Discord

Send channel messages in Microsoft Teams for new users in Azure Active Directory

Send channel messages in Microsoft Teams for new users in Azure Active Directory
  • Azure Active Directory logo
  • Microsoft Teams logo
Azure Active Directory + Microsoft Teams

Send SMS using Twilio for new Intruder issues

Send SMS using Twilio for new Intruder issues
  • Intruder logo
  • Twilio logo
Intruder + Twilio

Post new Secureframe Trust Center request notifications to Slack channels

Post new Secureframe Trust Center request notifications to Slack channels
  • Secureframe logo
  • Slack logo
Secureframe + Slack

Pro tip: You can use a path step to change how your Zap responds to high-urgency incidents. For instance, you might route Secureframe incidents with descriptions containing "security breach" to a #security-emergency Slack channel along with a direct message to the on-call manager, while all other Secureframe incidents are sent to a standard #it-incidents channel for follow-up.

Screenshot of system outage workflow

Automate support notifications

Customer support is a race against the clock. The faster you respond, the happier your customers—and the less likely they are to spiral into frustration (or worse, churn). But it can feel impossible to stay organized when requests are flying in contact forms, GitHub issues, and BugHerd comments all at once.

Automation helps tame some of that chaos by funneling all your support requests into one organized location, whether it's a dedicated Slack channel, shared inbox, or project management tool. No more digging through five platforms just to make sure someone followed up.

By streamlining the flow, your support team can jump on issues faster, stay on top of every conversation, and keep your customers feeling heard instead of ignored. These Zaps can help you get started.

Add new GitHub issues to Asana as tasks

Add new GitHub issues to Asana as tasks
  • GitHub logo
  • Asana logo
GitHub + Asana

Create Asana tasks from new BugHerd tasks

Create Asana tasks from new BugHerd tasks
  • BugHerd logo
  • Asana logo
BugHerd + Asana

Send Slack notifications for new Zendesk tickets

Send Slack notifications for new Zendesk tickets
  • Zendesk logo
  • Slack logo
Zendesk + Slack

Send Gmail email for new Freshdesk tickets

Send Gmail email for new Freshdesk tickets
  • Freshdesk logo
  • Gmail logo
Freshdesk + Gmail

Get Slack notifications for new Typeform entries

Get Slack notifications for new Typeform entries
  • Typeform logo
  • Slack logo
Typeform + Slack

Automate HR and employee notifications

In my first job after college, "HR notifications" amounted to the office manager shouting messages down the hall and hoping the person in question heard it from their cubicle. This method isn't exactly great for small businesses, but it's impossible for scaling teams. 

As your business grows, keeping employees informed becomes a full-time job. From onboarding reminders and policy updates to PTO approvals and anniversary shoutouts, there's a constant stream of information that needs to get to the right people at the right time. Automation can help you stay on top of internal communications so nothing slips through the cracks.

For example, you can send new hire welcome messages straight to Slack, create tasks in your HRIS for upcoming performance reviews, or notify managers when someone submits a time-off request—all without manual follow-ups or endless email chains. These Zaps can help you create a more streamlined, responsive HR process that keeps employees in the loop, frees up your team's time, and keeps your business running smoothly (no shouting down the hall needed).

Get Slack notifications for new Recruitee job applicants

Get Slack notifications for new Recruitee job applicants
  • Recruitee logo
  • Slack logo
Recruitee + Slack

Share new praises from Small Improvements in Slack

Share new praises from Small Improvements in Slack
  • Small Improvements logo
  • Slack logo
Small Improvements + Slack

Send team members birthday wishes on Slack via Zoho People

Send team members birthday wishes on Slack via Zoho People
  • Zoho People logo
  • Slack logo
Zoho People + Slack

Post new employees added in BambooHR to a Slack channel

Post new employees added in BambooHR to a Slack channel
  • BambooHR logo
  • Slack logo
BambooHR + Slack

Pro tip: Use Schedule by Zapier to create recurring HR workflows. For instance, this Zap creates a daily summary of everyone who's listed as out of the office in BambooHR, then sends that summary to a Slack channel.

A Zap in the Zap editor that shows a Slack notification that goes out every day with a summary of who is out in BambooHR

Get a BambooHR summary of who's out in a private Slack channel message everyday

Get a BambooHR summary of who's out in a private Slack channel message everyday
  • Schedule by Zapier logo
  • BambooHR logo
  • Slack logo
Schedule by Zapier + BambooHR + Slack

Streamline and clarify your work with automated notifications

Notifications aren’t the enemy—they just need a little corralling. With the right automation setup, you can turn that noisy stream of pings, dings, and emails into a curated feed of actually useful info that helps your team move faster, stay focused, and maybe even breathe a little easier. Your inbox (and your nervous system) will thank you.

Related reading:

  • The best automations for Slack users 

  • Email automation to tame your inbox 

  • Gmail automation ideas 

  • How to use AI to automatically extract data from emails 

  • How to automate Microsoft Teams 

  • How to create an auto-responder (and other bots) in Microsoft Teams 

This article was originally published in December 2020, written by Krystina Martinez. It was most recently updated in April 2025 by Nicole Replogle.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'