eWay-CRM + Slack + Formatter by Zapier

Create journals in eWay-CRM for new Slack chats

Would you like to keep all communications in one place? Use Zapier to integrate Slack chats with eWay-CRM. Just specify where do you want the communications to be attached: by contacts, companies, deals, or projects. This integration will handle the rest, automatically saving an eWay-CRM journal for each new chat in Slack.

When this happens...
New Message Posted to Channel
Triggers when a new message is posted to a specific #channel you choose.
TriggerInstant
automatically do this...
Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
ActionWrite
then do this!
Save a Journal
Creates a new journal or edits an existing one.
ActionWrite

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Supported triggers and actions

What does this mean?

- Trigger for Bot Messages?
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Reaction
- Channel
- User
Trigger
Instant
Try It

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
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- Name
- Department
- Business Phone
- Mobile Phone
- Fax
- Email
- Email Opt Out
- Website
- EIN / ID
- VAT Number
- Street (Billing)
- City (Billing)
- ZIP / Postal Code (Billing)
- State (Billing)
- Country (Billing)
- Street (Physical)
- City (Physical)
- ZIP / Postal Code (Physical)
- State (Physical)
- Country (Physical)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- State (Other)
- Country (Other)
- Priority
- Referral Source
- Industry
- Customer
- Vendor
- Competitor
- Bank Account No.
- Gross Sales
- Employees
- Type
- Note
- GUID
Action
Write
- Name
- Company (Relation)
- Company (Text)
- Contact Person (Relation)
- Contact Person (Text)
- Date Received
- Email
- Email Opt Out
- Phone
- Street
- City
- ZIP / Postal Code
- State
- Country
- Estimated Revenue
- Currency
- Probability
- Estimated Close Date
- Referral Source
- Marketing Campaign
- Type
- Note
- GUID
Action
Write
- Name
- Company
- Contact Person
- Project Manager
- Start Date
- Estimated End Date
- End Date
- Estimated Revenue
- Actual Revenue
- Currency
- Estimated Hours
- Actual Hours
- Estimated People Costs
- Actual People Costs
- Estimated Other Costs
- Actual Other Costs
- Referral Source
- Invoice Date
- Payment Terms
- Date Payment Received
- Payment Type
- Quantity
- Price Per Unit
- Type
- Note
- GUID
Action
Write
- GUID
- Name
- Department
- Business Phone
- Mobile Phone
- Fax
- Email
- Email Opt Out
- Website
- EIN / ID
- VAT Number
- Street (Billing)
- City (Billing)
- ZIP / Postal Code (Billing)
- State (Billing)
- Country (Billing)
- Street (Physical)
- City (Physical)
- ZIP / Postal Code (Physical)
- State (Physical)
- Country (Physical)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- Priority
- Referral Source
- Industry
- Customer
- Vendor
- Competitor
- Bank Account No.
- Gross Sales
- Employees
- Type
- Note
Action
Search
- GUID
- Name
- Company (Relation)
- Contact Person (Relation)
- Date Received
- Email
- Email Opt Out
- Phone
- Street
- City
- ZIP / Postal Code
- State
- Country
- Estimated Revenue
- Currency
- Probability
- Estimated End
- Referral Source
- Marketing Campaign
- Status
- Type
- Note
Action
Search
- GUID
- Name
- Company
- Contact Person
- Project Manager
- Start Date
- Estimated End Date
- End Date
- Estimated Revenu
- Actual Revenue
- Currency
- Estimated Hours
- Actual Hours
- Estimated People Costs
- Actual People Costs
- Estimated Other Costs
- Actual Other Costs
- Referral Source
- Invoice Date
- Payment Terms
- Date Payment Received
- Payment Type
- Quantity
- Price Per Unit
- Status
- Type
- Note
Action
Search
- Drop-Down MenuRequired
- Value (in English)Required
Action
Search

New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
Try It
- Include Alias
Trigger
Instant
Try It
- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- 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
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- Title
- First Name
- Middle Name
- Last Name
- Suffix
- Job Title
- Company (Relation)
- Company (Text)
- Department
- Email 1
- Email 2
- Email 3
- Email Opt Out
- Mobile Phone
- Business Phone
- Business Phone 2
- Home Phone
- Other Phone
- Fax
- Website
- Street (Business)
- City (Business)
- ZIP / Postal Code (Business)
- State (Business)
- Country (Business)
- Street (Home)
- City (Home)
- ZIP / Postal Code (Home)
- State (Home)
- Country (Home)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- State (Other)
- Country (Other)
- Priority
- Type
- Note
- GUID
Action
Write
- Subject
- Company
- Contact Person
- Project
- Deals
- Marketing Campaign
- Owner
- Start Time
- End Time
- Priority
- System
- GDPR Relevant
- Phone
- Type
- Note
- GUID
Action
Write
- SubjectRequired
- Company
- Contact Person
- Project
- Deal
- Marketing
- DelegatorRequired
- SolverRequired
- Start Date
- Due Date
- Reminder
- Reminder Set
- Completed Date
- Completed
- Completed (%)
- Priority
- Total Work
- Actual Work
- Type
- Note
- GUID
Action
Write
- GUID
- Title
- First Name
- Middle Name
- Last Name
- Suffix
- Job Title
- Company (Relation)
- Department
- Email 1
- Email 2
- Email 3
- Email Opt Out
- Mobile Phone
- Business Phone
- Business Phone 2
- Home Phone
- Other Phone
- Fax
- Website
- Street (Business)
- City (Business)
- ZIP / Postal Code (Business)
- State (Business)
- Country (Business)
- Street (Home)
- City (Home)
- ZIP / Postal Code (Home)
- State (Home)
- Country (Home)
- Street (Other)
- City (Other)
- ZIP / Postal Code (Other)
- State (Other)
- Country (Other)
- Priority
- Type
- Note
Action
Search
- GUID
- Subject
- Company
- Contact Person
- Project
- Deals
- Marketing Campaign
- Owner
- Start Time
- End Time
- Priority
- System
- GDPR Relevant
- Phone
- Type
Action
Search
- GUID
- Subject
- Company
- Contact Person
- Project
- Deal
- Marketing
- Delegator
- Solver
- Start Date
- Due Date
- Reminder
- Reminder Set
- Completed Date
- Completed (%)
- Priority
- Total Work
- Actual Work
- Status
- Type
- Note
Action
Search

About eWay-CRM

eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.

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

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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eWay-CRM + Slack + Formatter by Zapier

Create journals in eWay-CRM for new Slack chats

New Public Message Posted Anywhere

Trigger for Bot Messages?

New Message Posted to Channel

Trigger for Bot Messages?

New File

Channel

User Name

Shared

New Message Posted to Private Channel

ChannelRequired

Trigger for Bot Messages?

New Reaction Added

Reaction

Channel

User

New User

Invite User To Channel

ChannelRequired

UsersRequired

Send Direct Message

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

Send Private 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?

Update Profile

First Name

Last Name

Title

Email

User

API Request (Beta)

Raw Request User Info

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Create Private Channel

Find User by Email

EmailRequired

Return Raw Results?

Find User by Name

Full NameRequired

Return Raw Results?

Date / Time

TransformRequired

Text

TransformRequired

Save a Company

Name

Department