Send channel messages in Slack for new clients in Financial Cents
Keep your team updated in real time when new clients sign on with your firm via Financial Cents. With this workflow, every time a new client is added in Financial Cents, a channel message is sent in Slack, saving you valuable time and ensuring you don't miss out on any crucial information. Stay on top of your client management game without any extra effort.
Keep your team updated in real time when new clients sign on with your firm via Financial Cents. With this workflow, every time a new client is added in Financial Cents, a channel message is sent in Slack, saving you valuable time and ensuring you don't miss out on any crucial information. Stay on top of your client management game without any extra effort.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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New Client
Triggers when a new client is created.
Try ItDisplay NameRequired
Contact Name
Contact Email
Contact Phone
Contact Mobile
Contact Address
TemplateRequired
Client
Zapier Date
NameRequired
New Contact
Triggers when a new contact is created.
Try ItClient IDRequired
Contact NameRequired
Contact Email
Contact Phone
Contact Mobile
Contact Address
Notes
Contact IDRequired
Contact NameRequired
Contact Email
Contact Phone
Contact Mobile
Contact Address
Notes
NameRequired




