Cogmento CRM + Slack

Send Slack messages for new deals in Cogmento CRM

Keep your team updated with this efficient workflow. Anytime a new deal is submitted in Cogmento CRM, a channel message is instantly sent in Slack. It's a prompt and seamless way to share important updates, ensuring everyone is in the loop without manual intervention. A fantastic solution to boost team synchronization and save time.

When this happens...
New Deal
Triggers when a new deal is created.
TriggerInstant
automatically do this!
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?

New Call
Triggers when a new call is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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- Call TimeRequired
Action
Write

- Company NameRequired
Action
Write
- TitleRequired
Action
Write

- TitleRequired
Action
Write
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
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- Include Alias
Trigger
Instant
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- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
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New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

New Case
Triggers when a new case is created.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- TitleRequired
Action
Write
- First NameRequired
- Last NameRequired
Action
Write
- TitleRequired
- Start AtRequired
- End AtRequired
- CalendarRequired
Action
Write
- Trigger for Bot Messages?
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Reaction
- Channel
- User
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- Raw Request User Info
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

About Cogmento CRM

Cogmento is an extensible CRM system, which can be as simple or complex as needed.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 Help

Related categories

Team Chat

Similar apps

Chatwork

Team Chat

Microsoft Teams

Microsoft, Team Chat

Twist

Team Chat

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Cogmento CRM + Slack

Send Slack messages for new deals in Cogmento CRM

New Call

New Company

New Deal

New Event

Create Call

Create Company

Company NameRequired

Create Deal

TitleRequired

Create Task

TitleRequired

New Channel

New Team Custom Emoji

Include Alias

New Mention

User Name

Highlight Word

Trigger for Bot Messages?

New Pushed Message

New Saved Message

Add Reminder

TextRequired

Remind when?Required

Remind who?

Send Channel Message

ChannelRequired

Message TextRequired

Send as a bot?

Bot Name

Bot Icon

Include a link to this Zap?

Attach Image by URL

Auto-Expand Links?

Link Usernames and Channel Names?

Schedule At

Zap Id

File

Thread

Send Channel Message?

Create Channel

Channel NameRequired

Set Channel Topic

ChannelRequired

TopicRequired

Set Status

Status Text

Status Emoji

Expiration Time

Delete Message

Find Message

Search QueryRequired

Sort By

Sort Direction

Find User by ID

IDRequired

Return Raw Results?

Find User by Username

UsernameRequired

Return Raw Results?

New Case

New Contact

New Document

New Task

Create Case

TitleRequired

Create Contact

First NameRequired

Last NameRequired

Create Event

TitleRequired

Start AtRequired

End AtRequired

CalendarRequired

New Public Message Posted Anywhere

Trigger for Bot Messages?