Cling + Slack
Send Slack messages when documents are viewed in Cling
Implement this workflow to streamline your team's communication process. When a document is viewed in Cling, a message will be sent to a designated Slack channel. This automation ensures that your team remains in the loop without any manual tracking, saving you crucial time and fostering efficient collaboration. Use this solution to create a more responsive and aware workspace.
Implement this workflow to streamline your team's communication process. When a document is viewed in Cling, a message will be sent to a designated Slack channel. This automation ensures that your team remains in the loop without any manual tracking, saving you crucial time and fostering efficient collaboration. Use this solution to create a more responsive and aware workspace.
- When this happens...Document Viewed
Triggers when a client views the document for the first time.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Denied
Triggers when a document changes status to denied.
Try ItDocument Sent
Triggers when a document changes status to sent.
Try ItNew Document
Triggers when a new document is created.
Try It
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try ItDocument Expired
Triggers when a document changes status to expired.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient 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
