Create integrations between ClientRock and Slack to automate any workflow
Quickly automate workflows with ClientRock and Slack using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Start New Engagement
Creates a new engagement and automatically sends the fee agreement and payment request.
- TeamRequired
- Engagement TemplateRequired
- Contact NameRequired
- Contact EmailRequired
- Contact Phone
- New Channel
Triggers whenever a new #channel is created.
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- Draft Engagement
Drafts an Engagement (does not send it to client)
- TeamRequired
- Engagement TemplateRequired
- Contact NameRequired
- Contact EmailRequired
- Contact Phone
- New Public Message Posted Anywhere
Triggers when a new message is posted to any public channel.
- Trigger for Bot Messages?
Try It - New Message Posted to Channel
Triggers when a new message is posted to a specific #channel you choose.
- ChannelRequired
- Trigger for Bot Messages?
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