Checkmob + Slack

Checkmob + Slack integrations

Notify your Slack channel with messages every time Checkmob records new clients

Streamline your client onboarding process with this workflow. When you add a new client in Checkmob, a private channel message is instantly sent in Slack, keeping your team updated. This automation ensures your team is immediately aware of new clientele, fostering fast and efficient communication.

When this happens...
New ClientTriggers when a new client is created.
TriggerPolling
automatically do this!
Send Private Channel MessageTriggers when a new message is posted to a specific #private-channel or multi-dm.
ActionWrite

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More things you can do with Checkmob and Slack

Discover other triggers and actions you can use with Checkmob and Slack

- Checklist
Trigger
Polling
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New Client
Triggers when a new client is created.
Trigger
Polling
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New Register
Triggers when a new register is created.
Trigger
Polling
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New Service Order by User
Triggers when a new service order is created for you.
Trigger
Polling
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New Task
Triggers when a new task is created in checkmob via webhook.
Trigger
Instant
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Contact Updated in Checkmob
Triggers when a contact is updated in Checkmob via webhook.
Trigger
Instant
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- Name
  Required
- Type
  Required
- Phone
- Cell Phone
- Cpf
- Cnpj
- Responsible
- Email
- Phone
- Role
- Additional Info
- Business Value
- Expected Close Date
- Next follow up date
- Funnel Steps
- Sector Market
- Temperature
- Category
- Street
- Number
- Complement
- Neighborhood
- ZipCode
- Country
- State
- City
- Segment
- Contact
- Latitude
- Longitude
- Note
Action
Write

- Client
  Required
- User
  Required
- Expected Start Date
  Required
- Expected Completion Date
  Required
- Objective
- Group
- Person
- Segment
Action
Write
- name
  Required
- Title
  Required
- Description
- Start Date
  Required
- End Date
  Required
Action
Write
- Id Cliente
  Required
- Latitude
  Required
- Longitude
  Required
Action
Write
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- 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
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- Zap 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 Zap?
- 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 Zap?
- 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

New Scheduled Register
trigger when a new scheduled register is created
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Service Order
Triggers when a new service order is created.
Trigger
Polling
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Service Order Closed or Completed
Triggers when a new service order is closed or completed
Trigger
Polling
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Client Updated in Checkmob
Triggers when a client is updated in Checkmob via webhook.
Trigger
Instant
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- Id Serviço
  Required
- Observação
- Status Serviço
  Required
Action
Write
- Name
  Required
- Email
- Phone
- Cell Phone
- Client
Action
Write
- Title
  Required
- Client
  Required
- Segment
  Required
- Group
  Required
- User
  Required
- Checklist
- Scheduled Start Date and Time
  Required
- Expected Completion Date and Time
  Required
- Type of activity
- Note
- Priority level
Action
Write
- Id
- Name
  Required
- Type
- Phone
- Cell Phone
- Cpf
- Cnpj
- Responsible
- Email
- Responsible Phone
- Role
- Additional Info
- Business Value
- Street
- Number
- Complement
- Neighborhood
- ZipCode
- Country
- State
- City
- Latitude
- Longitude
- Funnel Step
- Category
- Sector Market
- Temperature
- Segment
- Contact
Action
Write
- Name
  Required
- Email
- Phone
- Cell Phone
- Client
Action
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
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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 Zap?
- 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 Zap?
- 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 Checkmob

Checkmob is the ultimate mobile app for on-the-go employee management. Simplify your business operations and optimize your team's productivity!

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Related categories

CRM (Customer Relationship Management)

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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Related Zap Templates

Send direct messages in Slack when contacts are updated in Checkmob

Related Zap Templates

Send direct messages in Slack when contacts are updated in Checkmob