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How to create custom notifications for critical business information

By Elena Alston · April 29, 2022
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Staying on top of critical business information is no easy feat, particularly if you're managing multiple projects or teams where the action takes place inside different apps. And while team chat apps aggregate a lot of communication, your feeds can get so busy that it's often hard to know what to prioritize or where to find information. 

Fortunately, Zapier can help you set up alerts and notifications you care about from important apps in one place. We've collected a few Zaps—what we call our automatic workflows—so you can quickly take control of the alerts you want to see on a recurring basis. 

Table of contents

Create a company activity feed

If you're in charge of a company, a department, or a team, then odds are you like to know what's going on. What did people work on today? What did they accomplish? Zapier makes it easy to keep you up-to-date on these things by letting you create an activity stream in team chat apps like Slack or Microsoft Teams.  

These Zaps will create a feed for you that lays out certain team activity (like when code is deployed) or project statuses (like when tickets are closed) to keep you—and everyone else—in the loop. 

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.

Get Slack notifications for Trello cards created or closed

  • Trello logo
  • Slack logo
Trello + Slack
More details
    If you want to keep a close eye on Trello cards that involve you, use this Trello Slack integration via Zapier to get notifications when cards are either created or closed.

    Get direct messages on Slack for new GitHub mentions

    • GitHub logo
    • Slack logo
    GitHub + Slack
    More details
      People talk to you on more places than Slack, but all the information can still be centralized on your chat app. Set up this automation and we'll do the rest: It will trigger when a new issue is added on GitHub, automatically sending you a direct message on Slack with everything you need to jump right in.

      Post Slack messages for new Jira Service Management request updates

      • Jira Service Management logo
      • Slack logo
      Jira Service Management + Slack
      More details
        Need to keep up with changes to your Jira Service Management requests? This integration sends you a Slack message whenever a customer updates a request.

        Send Microsoft Teams channel messages for new Trello cards

        • Trello logo
        • Microsoft Teams logo
        Trello + Microsoft Teams
        More details
          Your team members have accounts on multiple platforms. By integrating them, you make their lives easier. Take this integration. It automatically notifies a channel on Microsoft Teams whenever there is a new card on Trello. When team members get updates where they most of their time, it's easier to stay informed.

          Send new monday.com updates as Slack messages

          • monday.com logo
          • Slack logo
          monday.com + Slack
          More details
            Need to guarantee the Slack team keeps up with what's being discussed on monday.com? Set up this monday.com-Slack integration and we'll make sure of it. It will then trigger with every new update to a pulse on monday.com, automatically sending out a message through Slack with all the details you need to keep everyone in the loop.

            Get notified about new sales 

            Whether your company is relatively young or growing fast, it's important to have a way to oversee and get notified about sales as soon as they come in. You might want to simply celebrate each new sale with your team, or maybe you want to notify the relevant folks so they can add them to nurture streams in marketing. Whatever the reason, with Zapier, you can see new sales activity in whichever chat app you use the most. 

            These Zaps will send notifications to a specific channel, send you an email, or notify you every time there's a new sale via a scheduled digest.  

            Get Slack notifications for new Stripe sales

            • Stripe logo
            • Slack logo
            Stripe + Slack
            More details
              In a company's early days, or even later stages, every sale is exciting and an opportunity to reach out and engage with new customers. With this Stripe and Slack integration you can get Slack notifications with information from new Stripe sales as soon as they come in.

              Get a scheduled summary of new Stripe charges in a Slack channel

              • Stripe logo
              • Slack logo
              Stripe + Slack
              More details
                Keep your Stripe account in check without the constant check in. This workflow watches for new Stripe charges, logs them to a digest, and delivers that summary to a Slack channel on a schedule you set. You can get a custom report of new charges on a daily, weekly, or monthly basis. That way, you'll always have a clear view of your balance.

                Send emails in Gmail with new PayPal sales

                • PayPal logo
                • Gmail logo
                PayPal + Gmail
                More details
                  When someone purchases your product or donates to your cause, you'll want to thank them in some way, but that generally means manually gathering the information from the sale and sending the email yourself. Zapier can help you do this automatically so you can spend your time on the more important things in your organization and less time on the tedious tasks.

                  Share new PayPal sales in Slack

                  • PayPal logo
                  • Slack logo
                  PayPal + Slack
                  More details
                    Closely tracking your company's sales is crucial to success. This Zap can help by automatically sending each new PayPal sale to Slack as a message.

                    Stay on top of customer support

                    Making sure your customers are happy is one of the best ways to foster word-of-mouth about your product or service. But sometimes answering quickly and in real time whenever customers face a problem is easier said than done. This is particularly true if your support team is dealing with hundreds of customers a day. 

                    These Zaps will alert you in your preferred communication app the moment a customer submits a ticket or asks for help. That way, you can easily assign the right team members to the task or get moving quickly on responding to the customer yourself.  

                    Post new Zendesk tickets to Slack messages

                    • Zendesk logo
                    • Slack logo
                    Zendesk + Slack
                    More details
                      Zendesk makes it simple for your teams to track and respond to help desk tickets. If you want to respond ASAP, try this Zap, which automatically posts all new Zendesk tickets to Slack via a custom message.

                      Share new Help Scout conversations in Microsoft Teams

                      • Help Scout logo
                      • Microsoft Teams logo
                      Help Scout + Microsoft Teams
                      More details
                        Stay on top of your tickets with this integration. This Zap will automatically send a new message in a Microsoft Teams channel whenever there's a new Help Scout conversation.

                        Post new Zendesk tickets to Microsoft Teams

                        • Zendesk logo
                        • Microsoft Teams logo
                        Zendesk + Microsoft Teams
                        More details
                          You don't need to stay glued to Zendesk to be on top of your tickets. This integration will automatically send a message in a Microsoft Teams channel whenever there's a new ticket in Zendesk.

                          Track customer activity

                          Closing a sale is all about understanding where your lead is in the purchasing lifecycle. If you can magically reach out at the right time through the right medium and with the right message, you'll close a lot more sales.

                          An easy way to do this is to get notified the moment your prospect is recorded in your CMS or when they move through a different stage (like they've just downloaded your eBook, for example).  

                          These Zaps will let you know right away when a lead makes an important move, so you know when they're warm or ready to close. 

                          Send an SMS by Zapier message when a new record is created in Salesforce

                          • Salesforce logo
                          • SMS by Zapier logo
                          Salesforce + SMS by Zapier
                          More details
                            Get notified about new leads and contacts added to Salesforce by text. This Zap will send an SMS by Zapier message when a new record is created in Salesforce.

                            Post messages to Slack channels when new deals are added to a stage on Pipedrive

                            • Pipedrive logo
                            • Slack logo
                            Pipedrive + Slack
                            More details
                              Want to share your Pipedrive new deal with your team through Slack? Rather than copy/paste, use Zapier to create a new Slack message automatically when you move a deal in Pipedrive to a new stage.

                              Post new Salesforce leads to Microsoft Teams channels

                              • Salesforce logo
                              • Microsoft Teams logo
                              Salesforce + Microsoft Teams
                              More details
                                Get a new customer, send a message! Easy as that, except that you don't have to do the work. For new leads in Salesforce, we'll automatically send messages to your team members in Microsoft Teams. Now, you and your team members will have more time to spend turning that lead into a sale!

                                Make Chatter posts for new HubSpot contacts

                                • HubSpot logo
                                • Chatter logo
                                HubSpot + Chatter
                                More details
                                  Looking for ways to let everyone know your marketing's progress? Try this time-saving HubSpot Chatter integration. Once it's set up, a new post will be made on Chatter for every new contact added on HubSpot, allowing everyone to share in those developments even if they're not on HubSpot.

                                  Monitor your email marketing lists

                                  As you grow your email list, it's good to keep track of how many people are subscribing and who they are. It's especially exciting to see an email address you recognize join your list or an email from someone famous in your industry. 

                                  Use these Zaps to keep a close watch on how quickly your email list is growing and who exactly is on it: 

                                  Get Slack notifications for new Mailchimp subscribers

                                  • Mailchimp logo
                                  • Slack logo
                                  Mailchimp + Slack
                                  More details
                                    Keep track of your new Mailchimp subscribers in near real-time by setting up this Mailchimp to Slack integration. Once set up, Zapier will notify you in Slack every time someone new subscribes to your Mailchimp list.

                                    Get an SMS message for new AWeber subscribers

                                    • AWeber logo
                                    • SMS by Zapier logo
                                    AWeber + SMS by Zapier
                                    More details
                                      Keep up-to-date on the latest changes in your AWeber account. Get notified immediately when new subscribers are added. This Zapier integration will send an SMS when a subscriber is added to AWeber.

                                      Send Slack notifications for new Flodesk subscribers

                                      • Flodesk logo
                                      • Slack logo
                                      Flodesk + Slack
                                      More details
                                        Send Slack notifications to the channel of your choice for new Flodesk subscribers by setting up this automation.

                                        The same rule should also apply to those who unsubscribe from your newsletter. Knowing who and how many people unsubscribe from your newsletter can help you gauge what might be going wrong or if there's anything you can do to boost engagement. 

                                        Keep up to date on site monitoring and performance

                                        Every site owner and web developer's worst nightmare is having their site go down and not knowing about it until annoyed users take to social media to complain. 

                                        Luckily, there are lots of great tools for site monitoring that work with Zapier. You—and your team—can get notified instantly any time your site undergoes an update or runs into an issue. 

                                        That way, you and your team can quickly get to work on a fix while reassuring your users you're aware of the problem. Communication is always key. 

                                        Send message in Slack for every new Pingdom alert

                                        • Pingdom logo
                                        • Slack logo
                                        Pingdom + Slack
                                        More details
                                          Your team always needs to know how your website is performing. This integration will keep your team updated in real time. It automatically sends a message in Slack for every new Pingdom alert. Your team will be alerted of website downtime or errors so they can address them immediately.

                                          Send SMS messages for new New Relic alerts

                                          • New Relic logo
                                          • SMS by Zapier logo
                                          New Relic + SMS by Zapier
                                          More details
                                            Stay up to date on your software analytics even when you're not at your computer. Use this New Relic SMS integration to send an SMS when New Relic alerts are triggered.

                                            Send new Pingdom alerts via SMS with Twilio

                                            • Pingdom logo
                                            • Twilio logo
                                            Pingdom + Twilio
                                            More details
                                              Your website is how you communicate with your clients, and you don't want to lose touch because you weren't aware of downtime or errors. Now you can always stay up to date with this integration. It automatically sends new Pingdom alerts as SMS with Twilio. Once you've received the message, you can fix the error quickly.

                                              Streamline your notifications for better business

                                              These are just a few examples of how you can use Zapier to get notifications for your most important business transactions. If you work with tools we didn't list out here, fear not. Zapier works with thousands of apps, so head to our App Directory and see what else you can do. 

                                              New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free.

                                              This article was originally published in October 2018 and was updated in April 2022 by Elena Alston.

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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'