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Capsule CRM + Slack

Send channel messages in Slack for new or updated projects in Capsule CRM

Improve internal communication with this simple workflow. When a new or updated project surfaces in Capsule CRM, it immediately sends a channel message in Slack. This helps ensure your team stays informed and in sync with changes as they happen, enhancing team collaboration and improving project tracking.

Improve internal communication with this simple workflow. When a new or updated project surfaces in Capsule CRM, it immediately sends a channel message in Slack. This helps ensure your team stays informed and in sync with changes as they happen, enhancing team collaboration and improving project tracking.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Project

    Triggers when a given action is performed on a Project.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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slack logo
slack logo

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.

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