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Cling + Slack

Send channel messages in Slack when new documents are accepted in Cling

Stay up-to-date on your team's document approvals with this Cling to Slack workflow. Whenever a document is accepted in Cling, it will trigger a message to be sent to a specified Slack channel, keeping everyone informed and on the same page. Enhance team collaboration and reduce manual updates by automating this process.

Stay up-to-date on your team's document approvals with this Cling to Slack workflow. Whenever a document is accepted in Cling, it will trigger a message to be sent to a specified Slack channel, keeping everyone informed and on the same page. Enhance team collaboration and reduce manual updates by automating this process.

  1. When this happens...
    ClingCling
    Document Accepted

    Triggers when a document changes status to accepted.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Cling triggers, actions, and search

    Document Accepted

    Triggers when a document changes status to accepted.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search

    Document Expired

    Triggers when a document changes status to expired.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search

    Document Viewed

    Triggers when a client views the document for the first time.

    Trigger
    Instant
    Try It
    • Client type

    • Client nameRequired

    • Client socialSecurityNumber / organisationNumber

    • Client reference

    • Client email

    • Client cellphone

    • Client cellphone region

    • Client street

    • Client zip

    • Client city

    • Client reverse VAT

    • Client note

    Action
    Write
  • Cling triggers, actions, and search

    Document Denied

    Triggers when a document changes status to denied.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search

    Document Sent

    Triggers when a document changes status to sent.

    Trigger
    Instant
    Try It
    • Document nameRequired

    • Template IDRequired

    • Client IDRequired

    Action
    Write
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About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

  • Proposal & Invoice Management
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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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