Forward Copilot Client Messages to a Designated Slack Channel
Streamline your client communication process with this smart automation. Every time a client sends a message on Copilot, the system immediately searches for and identifies the client's profile in Copilot. Following this, the message is automatically relayed to a specified Slack channel. This integration ensures your team is promptly and accurately informed about each client interaction, facilitating quicker and more effective responses without the need for manual tracking.
Streamline your client communication process with this smart automation. Every time a client sends a message on Copilot, the system immediately searches for and identifies the client's profile in Copilot. Following this, the message is automatically relayed to a specified Slack channel. This integration ensures your team is promptly and accurately informed about each client interaction, facilitating quicker and more effective responses without the need for manual tracking.
- When this happens...Message Sent
Triggers when a message gets sent in any channels belonging to the portal
- automatically do this...Find a Client
Search for a client by ID, email, or company.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
- Free forever for core features
- 14 day trial for premium features & apps