Send direct messages in Slack for new leads in Client Dispute Manager
Stay informed in real time with this effective workflow. Each time a new lead pops up in Client Dispute Manager, a direct message is sent in Slack, ensuring that your team stays in loop and can respond promptly. This automation streamlines communication and ensures you never miss important updates about potential customers.
Stay informed in real time with this effective workflow. Each time a new lead pops up in Client Dispute Manager, a direct message is sent in Slack, ensuring that your team stays in loop and can respond promptly. This automation streamlines communication and ensures you never miss important updates about potential customers.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Send Direct Message
Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Try ItArchive Lead Status
Triggers when we change the status from archive lead to other status.
Try ItCompleted Status
Triggers when we change the status from completed to other status.
Try ItLead Status
Triggers when we change the status from lead to other status.
Try It
Active Status
Triggers when we change the status from active to other status.
Try ItCancelled Status
Triggers when we change the status from cancelled to other status.
Try ItInactive Status
Triggers when we change the status from Inactive to other status.
Try ItNew Customer
Triggers when a new customer is created.
Try It