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Dealboard + Slack

Dealboard + Slack integrations

Send Slack channel messages for new Dealboard deals

The whole team should know when a new deal enters the pipeline, without anyone having to announce it. This template posts a message to a Slack channel of your choice whenever a new deal is created in Dealboard, with the deal name, company, amount, stage, and a link straight to the card. Everyone sees new business the moment it appears, and the deal is one click away.

When this happens...
New DealTriggers when a new deal is created.
TriggerInstant
automatically do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWrite

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More things you can do with Dealboard and Slack

Discover other triggers and actions you can use with Dealboard and Slack

- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
- Deal
  Required
- Note
  Required
Action
Write
- Board
- First Name
- Last Name
- Work Email
- Phone
- Company
- Company Website
- Message
- How They Heard About You
- Source
- Submitted from URL
- Page Title
- Referrer
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- Google Ads Click Parameter (GCLID)
Action
Write
- Board
- Deal
  Required
- Deal Name
- Company
- Amount
- Primary Contact Name
- Primary Contact Title
- Primary Contact Email
- Primary Contact Phone
- Primary Contact LinkedIn
- Key Terms
Action
Write

- Name or Company
  Required
- Board
  Required
- Which Deals
- Deal Name
  Required
- Company
- Amount
- Stage
- Primary Contact Name
- Primary Contact Title
- Primary Contact Email
- Primary Contact Phone
- Primary Contact LinkedIn
- Key Terms
Action
Search or write
New Channel
Triggers when a new #channel is created.
Trigger
Instant
Try It

- Include_alias
Trigger
Instant
Try It
- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
Try It
- Channel
  Required
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- Channel
  Required
- Message
  Required
- Reaction
  Required
Action
Write
- Conversation ID
  Required
Action
Write
- Channel
  Required
- Users
  Required
Action
Write
- Title
- Content
- Channel ID
Action
Write
- Send Multi Message
- Message Text
  Required
- Send as a bot?
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Allowed_edit_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel
  Required
- Topic
  Required
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
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
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Search Query
  Required
- Sort By
- Sort Direction
- Include Bot Messages in Search Results?
Action
Search
- ID
  Required
- Return Raw Results?
Action
Search
- Guidance_copy
- Username
  Required
- Return Raw Results?
Action
Search

- Board
  Required
- Only These Stages
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
- Deal Name
  Required
- Company
- Amount
- Stage
- Primary Contact Name
- Primary Contact Title
- Primary Contact Email
- Primary Contact Phone
- Primary Contact LinkedIn
- Key Terms
Action
Write
- Board
  Required
- Deal
  Required
- Move to Stage
  Required
Action
Write
- Name or Company
  Required
- Board
- Which Deals
Action
Search
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- Search Query
  Required
- Optimized data
Trigger
Polling
Try It
- Channel ID
- Reaction
- Member ID
- Message Author ID
- Optimized data
Trigger
Instant
Try It
- Automation Identifier
- Access type
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- Text
  Required
- Remind when?
  Required
- Remind who?
Action
Write
- Conversation ID
  Required
- Scheduled As
  Required
- Scheduled Message ID
  Required
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Allowed_delete_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
Action
Write
- Canvas ID
  Required
- Operation
  Required
Action
Write
- Channel Name
  Required
Action
Write
- Status_copy
- Approval request message
  Required
- Send message as
  Required
- Approval type
  Required
- Zap_id
- Include a link to this automation?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Conversation ID
  Required
- Message TS (ID)
  Required
Action
Search
- Email
  Required
- Return Raw Results?
Action
Search
- Guidance_copy
- Full Name
  Required
- Return Raw Results?
Action
Search

About Dealboard

Dealboard is a visual deal tracker for founders and small teams who would rather close deals than configure software.

HelpHelp

Related categories

Beta

CRM (Customer Relationship Management)

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.

HelpHelp

Related categories

Team Chat

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Chatwork

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Microsoft Teams

Microsoft, Team Chat

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Related Zap Templates

Send Slack channel messages when new Dealboard deals are won

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Send Slack channel messages when new Dealboard deals are won