Catalyst by Cloverly + Slack

Catalyst by Cloverly + Slack integrations

Send Slack messages for new deals created in Catalyst by Cloverly

Streamline your team communication with this efficient workflow. Once a deal is set up in Catalyst by Cloverly, it prompts a message to be dispatched in your Slack channel. This ensures your team stays updated in real-time about new deals, promoting better collaboration and faster decision-making. It simplifies deal monitoring, saving you time and effort, while keeping your team in the loop.

When this happens...
Deal CreatedTriggers when a deal is created.
TriggerInstant
automatically do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWrite

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More things you can do with Catalyst by Cloverly and Slack

Discover other triggers and actions you can use with Catalyst by Cloverly and Slack

Batch Created
Triggers when a batch is created.
Trigger
Instant
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Company Created
Triggers when a company is created.
Trigger
Instant
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Deal Closed
Triggers when a deal is closed.
Trigger
Instant
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Deal Updated
Triggers when a deal is updated.
Trigger
Instant
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Proposal Updated
Triggers when a proposal is updated.
Trigger
Instant
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- Batch Public ID
  Required
- Vintage Year
- Risk Buffer Percentage
- Nickname
- Notes
- Is Issued
- Issuance Date
- Registry Serial Numbers
- Total Units in Tonnes
- Cost per Unit in Currency
- Stage
- Price per Unit
- Currency Code
Action
Write
- Company ID
  Required
- Company Name
- Country
- Notes
Action
Write

- Deal Name
  Required
- Company
- Contact
- Deal Owner
- Notes
- Currency Code
Action
Write
- Source Data (JSON)
  Required
- Path to Data
  Required
- Include Parent Data
Action
Write
- Project Public ID
  Required
- Short Description
- Long Description
- Methodology
- Additionality Overview
- Carbon Accounting Permanence
- Leakage Prevention
- Co-benefits Overview
- Latitude/Longitude
- City
- Province
- Country
- Region
- Registry Project ID
- Registry Name
- Registry Link
- Website Link
- Mechanism
- Project Type Name
- Quality Markers
- UNSDG
Action
Write
- User Name
  Required
- User Email
  Required
Action
Write
- Company
- Contact Name
Action
Search
- Project Public ID
  Required
Action
Search
- Company
- Contact Name
  Required
- Contact Email
  Required
- Phone Number
- Role
- Notes
- LinkedIn URL
- Time Zone
Action
Search or write
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
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- Search Query
  Required
- Optimized data
Trigger
Polling
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- Channel ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
Try It
- Automation 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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- Text
  Required
- Remind when?
  Required
- Remind who?
Action
Write
- Conversation ID
  Required
- Scheduled As
  Required
- Scheduled Message ID
  Required
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Allowed_delete_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
Action
Write
- Canvas ID
  Required
- Operation
  Required
Action
Write
- Channel Name
  Required
Action
Write
- Status_copy
- Approval request message
  Required
- Send message as
  Required
- Approval type
  Required
- Zap_id
- Include a link to this automation?
- 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 error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Conversation ID
  Required
- Message TS (ID)
  Required
Action
Search
- Email
  Required
- Return Raw Results?
Action
Search
- Full Name
  Required
- Return Raw Results?
Action
Search

Batch Updated
Triggers when a batch is updated.
Trigger
Instant
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Company Updated
Triggers when a company is updated.
Trigger
Instant
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Deal Created
Triggers when a deal is created.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Try It
- Project Public ID
  Required
- Supplier Currency Code
  Required
- Vintage Year
  Required
- Nickname
- Notes
- Is Issued
- Issuance Date
- Registry Serial Numbers
- Total Units in Tonnes
  Required
- Cost per Unit in Currency
  Required
- Stage
- Price per Unit
- Currency Code
Action
Write
- Company Name
  Required
- Country
- Notes
Action
Write
- Contact Name
  Required
- Contact Email
  Required
- Company
- Phone Number
- Role
- Notes
- LinkedIn URL
- Time Zone
Action
Write
- Deal Public ID
  Required
- Deal State
- Purchased At
- Deal Owner
- Notes
- Deal Name
- Company Public ID
- Contact
Action
Write
- Project Name
  Required
- Short Description
- Long Description
- Methodology
- Additionality Overview
- Carbon Accounting Permanence
- Leakage Prevention
- Co-benefits Overview
- Latitude/Longitude
- City
- Province
- Country
- Region
- Registry Project ID
- Registry Name
- Registry Link
- Website Link
- Mechanism
- Project Type Name
- Quality Markers
- UNSDG
Action
Write
- Proposal Name
  Required
- Company Public ID
  Required
- Contact Public ID
  Required
- Proposal Status
- How do you want to add transactions?
  Required
Action
Write
- Batch Public ID
  Required
Action
Search
- Deal Public ID
  Required
Action
Search
- User Email
- User Name
Action
Search
- User Email
  Required
- User Name
  Required
Action
Search or write
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?
- Only Public Channels?
Trigger
Instant
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- Channel
  Required
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
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- Channel
  Required
- Message
  Required
- Reaction
  Required
Action
Write
- Conversation ID
  Required
Action
Write
- Channel
  Required
- Users
  Required
Action
Write
- Title
- Content
- Channel ID
Action
Write
- Send Multi Message
- Message Text
  Required
- Send as a bot?
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Allowed_edit_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel
  Required
- Topic
  Required
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified 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
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
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
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Search Query
  Required
- Sort By
- Sort Direction
- Include Bot Messages in Search Results?
Action
Search
- ID
  Required
- Return Raw Results?
Action
Search
- Username
  Required
- Return Raw Results?
Action
Search

About Catalyst by Cloverly

Catalyst by Cloverly is a commerce software that helps carbon credit suppliers manage inventory, pricing, payments, reporting, and multi-channel distribution.

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Related categories

Commerce

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 moreLearn moreHelpHelp

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Related Zap Templates

Send channel messages in Slack for each batch update in Catalyst by Cloverly

Related Zap Templates

Send channel messages in Slack for each batch update in Catalyst by Cloverly