Send Slack DMs for new order emails with low booked margins in commonsku
Keep track of your sales team when the margin drops and manage risk around projects. This Zap alerts you via a direct message on Slack when a new order email is sent and the booked margin is low. Additional filters can be added to ensure this only sends when it reaches a certain stage.
Keep track of your sales team when the margin drops and manage risk around projects. This Zap alerts you via a direct message on Slack when a new order email is sent and the booked margin is low. Additional filters can be added to ensure this only sends when it reaches a certain stage.
- When this happens...Order Email Sent
Triggers when an email with a Presentation, Estimate, Sales Order, or Invoice is sent the to the client.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Send Direct Message
Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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