ClientSuccess + Slack

Send new ClientSuccess pulse as Slack channel messages

Increase visibility by notifying your company in Slack with client health insights from ClientSuccess. This integration will help you drive a culture around customer success with real-time data and insights pushed to Slack.

When this happens...
New Pulse
Triggers when a new pulse is added to a client.
TriggerScheduled
automatically do this!
Send Channel Message
Post a new message to a specific #channel you choose. Can also schedule a message for later.
ActionWrite

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Supported triggers and actions

What does this mean?

New Client
Triggers when a new client is added.
Trigger
Scheduled
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
New User
Triggers when a new user/employee is added to your organization.
Trigger
Scheduled
New Pulse
Triggers when a new pulse is added to a client.
Trigger
Scheduled
New Subscription
Triggers when a new subscription is added to a client.
Trigger
Scheduled

New To-Do
Triggers when a new to-do is added to a client.
Trigger
Scheduled
Create Client
Creates a new client.
Action
Write

Create Contact
Creates a new contact within a client.
Action
Write

ClientSuccess
Creates a new engagement interaction on a client.
Scheduled
Action
ClientSuccess
Creates a new pulse on a client.
Scheduled
Action
ClientSuccess
Creates a new subscription.
Scheduled
Action
ClientSuccess
Creates a new to-do within a client.
Scheduled
Action
ClientSuccess
Finds an existing client in your account by external ID.
Scheduled
Action
ClientSuccess
Finds an existing contact in your account.
Scheduled
Action
ClientSuccess
Find a client by the external ID. Optionally, create one if none are found.
Scheduled
Action
ClientSuccess
Find a contact by email. Optionally, create one if none are found.
Scheduled
Action
Slack
Triggers when a new message is posted to any public channel.
Instant
Trigger
Slack
Triggers whenever a new #channel is created.
Instant
Trigger
Slack
Triggers when a new message is posted to a specific #channel you choose.
Instant
Trigger
Slack
Triggers when a custom emoji has been added to a team.
Instant
Trigger
Slack
Triggers when a new file is uploaded to your workspace.
Instant
Trigger
Slack
Triggers when a username or highlight word is mentioned in a public #channel.
Instant
Trigger
Slack
Triggers when a new message is posted to a specific #private-channel or multi-dm.
Instant
Trigger
Slack
Triggers when you click the "Push to Zapier" button from a message in Slack.
Instant
Trigger
Slack
Triggers when a reaction (aka reactji) is added to a message in a public #channel.
Instant
Trigger
Slack
Triggers when you save a message.
Instant
Trigger
Slack
Triggers when a new Slack user is created / first joins your org.
Instant
Trigger
Slack
Adds a reminder for yourself or a teammate, just like the
Scheduled
Action
Slack
Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.
Scheduled
Action
Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
Scheduled
Action
Slack
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
Scheduled
Action
Slack
Creates a new channel.
Scheduled
Action
Slack
Post a new message to a private channel you choose. Can also schedule a message for later.
Scheduled
Action
Slack
Sets the topic on a selected channel.
Scheduled
Action
Slack
Update basic profile fields such as name or title
Scheduled
Action
Slack
Sets your Slack status to the given text and emoji.
Scheduled
Action
Slack
Finds a Slack message using the Slack Search feature.
Scheduled
Action
Slack
Finds a user by matching against their email instead of their username.
Scheduled
Action
Slack
Finds a user by their ID.
Scheduled
Action
Slack
Finds a user by matching against their real name instead of their username.
Scheduled
Action
Slack
Finds a user by their username.
Scheduled
Action

About ClientSuccess

ClientSuccess is customer success platform that helps retain and grow existing customer bases.

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.

Learn more

Related categories

Team Chat

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