commonsku + Slack + Filter by Zapier

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.

  1. When this happens...
    commonskucommonsku
    Order Email Sent

    Triggers when an email with a Presentation, Estimate, Sales Order, or Invoice is sent the to the client.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    SlackSlack
    Send Direct Message

    Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

    ActionWrite
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Supported triggers and actions

  • commonsku triggers, actions, and search

    Order Email Sent

    Triggers when an email with a Presentation, Estimate, Sales Order, or Invoice is sent the to the client.

    Trigger
    Instant
    Try It
    • Project NumberRequired

    • NoteRequired

    • Task Date

    • Task For

    Action
    Write
    • Only continue if...Required

    Action
    Filter
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About commonsku

commonsku is a workflow management, CRM, and ERP platform specifically designed for the promotional goods and merch industry.

Related categories

  • Notifications
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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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  • Team Chat

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier