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How Zapier works
Zapier makes it easy to integrate Albi with Slack - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contact Status Change" from Albi.
Add your action
An action happens after the trigger—such as "Add Reaction" in Slack.
You’re connected!
Zapier seamlessly connects Albi and Slack, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Contact Status ChangeTriggers when a contact status is changed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New OrganizationWhen a new organization is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Relationship ActivityWhen a new relationship activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New TaskWhen a task is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project Date ModifiedTriigers when a project date is entered or updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project Status ChangedWhen a project status changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task In-ProgressWhen a task is marked in-progress
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- NameRequired
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- TypesRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Email
- Phone Number
- Status
- Referral SourceRequired
- Latitude
- Longitude
- Sandbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Start Date & TimeRequired
- Start Time ZoneRequired
- End Date & TimeRequired
- End Time Zone
- Event Status
- Project ID
- Project
- Notes
- All Day
- Required Attendees
- Optional Attendees
- Address 1
- Address 2
- City
- State
- Zip Code
- Latitude
- Longitude
- Event Category ID
- Tag ID
- Tag Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Staff IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Date IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Project Identifier
- ID
- Identifier
- Key IDRequired
- Key Identifier
- NameRequired
- Flags
- Value
- Source
- Source Date Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Expense IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Page
- Page Size
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Page
- Page Size
ActionThis is an event a Zap performs.SearchFind existing data in your app- Trigger for Bot Messages?
- Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Channel
- User Name
- Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Search QueryRequired
- Optimized data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Channel ID
- Reaction
- Member ID
- Message Author ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Zap Identifier
- Access type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New UserTriggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- TextRequired
- Remind when?Required
- Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
- Scheduled AsRequired
- Scheduled Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Allowed_delete_copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Canvas IDRequired
- OperationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Title
- Email
- Display Name
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Get Message by TimestampThis action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve Thread MessagesThis action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create Private ChannelThis action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation IDRequired
- Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation IDRequired
- Message TS (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full NameRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
New ContactWhen a contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ProjectWhen a project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New RelationshipWhen a new Organization or Contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Organization Status ChangeTriggers when a organization is status is changed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Project LinkedFires when a project gets linked
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task CompleteWhen a task is marked complete
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ContactRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- TypeRequired
- Phone Number
- Email
- Referral SourceRequired
- Status
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
- Sandbox
- Salesperson
- Job Title
- Salesperson ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Type IdRequired
- Project Type Identifier
- Project Sub Type ID
- Project Sub Type Identifier
- Location IDRequired
- Location Identifier
- Property TypeRequired
- Use Contact Address
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- County
- Latitude
- Longitude
- Covered Loss
- Loss Adjuster Reference
- Sandbox
- Year Built
- Insurance Company
- Insurance Policy
- Insurance Claim Number
- Deductible
- Insurance Policy Limit
- Link To Original Project
- Unique Number
- Project ID To Link
- Lead ID
- Project Customer: Type
- Project Customer: Existing Contact ID
- Project Customer: Existing Contact Identifier
- Project Customer: Existing Organization ID
- Project Customer: existing Organization Identifier
- Project Customer: Existing Organization ContactIds
- Project Customer: Organization Name
- Project Customer: First Name
- Project Customer: Last Name
- Project Customer: Email
- Project Customer: Phone Number
- Project Customer: Use Organization Address
- Project Customer: Organization ID
- Project Customer: Organization Identifier
- Project Customer: Referral Source ID
- Project Customer: Referral Source Identifier
- Project Customer: Relationship Status ID
- Project Customer: Relationship Status Identifier
- Project Customer: Parent Organization ID
- Project Customer: Parent Organization Identifier
- projectCustomer: Salesperson ID
- Project Customer: Salesperson Identifier
- Project Customer: Address 1
- Project Customer: Address 2
- Project Customer: City
- Project Customer: State
- Project Customer: Zip Code
- Project Customer: Country
- Project Customer: Latitude
- Project Customer: Longitude
- Project Customer: Sandbox
- Project Referrer: Type
- Project Referrer: Existing Source ID
- projectReferrer: Existing Contact ID
- Project Referrer: Existing Organization ID
- Project Referrer: Existing Referral Source ID
- Project Referrer: Existing Referral Source Identifier
- Project Referrer: Existing Salesperson ID
- Project Referrer: Existing Salesperson Identifier
- Project Referrer: Organization Name
- Project Referrer: First Name
- Project Referrer: Last Name
- Project Referrer: Email
- Project Referrer: Phone Number
- Project Referrer: Use Organization Address
- Project Referrer: Organization ID
- Project Referrer: Organization Identifier
- Project Referrer: Referral Source ID
- Project Referrer: Referral Source Identifier
- Project Referrer: Parent Organization ID
- Project Referrer: Parent Organization Identifier
- Project Referrer: Salesperson ID
- Project Referrer: Salesperson Identifier
- Project Referrer: Address 1
- Project Referrer: Address 2
- Project Referrer: City
- Project Referrer: State
- Project Referrer: Zip Code
- Project Referrer: Country
- Project Referrer: Latitude
- Project Referrer: Longitude
- Project Referrer: Sandbox
- Project ID
- Project Identifier
- Staff ID
- Staff Identifier
- Project Role ID
- Project Role Identifiers
- Current User ID
- Current User Identifier
- Price List ID
- Price List Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Staff
- Task ActionRequired
- Due Date
- Notes
- Project
- Project Roles
- Send Notification
- Validate Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Relationship NameRequired
- TypeRequired
- DateRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project ID
- Project
- Project Role ID
- Project Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Page
- Page Size
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Page
- Page Size
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Payment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New ChannelTriggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ChannelRequired
- Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Saved MessageTriggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ChannelRequired
- MessageRequired
- ReactionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Content
- Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Allowed_edit_copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
- Content Type
- Reply Broadcast
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChannelRequired
- TopicRequired
- Topic set by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Status Text
- Status Emoji
- Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Remove User from ChannelThis action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Edit MessageThis 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Public ChannelThis action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Delete MessageThis action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation IDRequired
- Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search QueryRequired
- Sort By
- Sort Direction
- Include Bot Messages in Search Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- UsernameRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
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Connect Albi and Slack to integrate crucial parts of your business
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