Firm360 + Slack
Send Slack channel messages for newly updated Firm360 clients
Get notified in a Slack channel of your choice when a new Firm360 client is updated.
Get notified in a Slack channel of your choice when a new Firm360 client is updated.
- When this happens...Client Added or Updated
Triggers when client is added or updated.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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Client Added or Updated
Triggers when client is added or updated.
Try ItNameRequired
Number
Entity TypeRequired
Partner In ChargeRequired
Manager
Bookkeeper
TermsRequired
StatusRequired
Tax IDRequired
Tags
State Tax ID
Notes
Registration Date
Industry
Phone
Address 1
Address 2
City
State
Zip
Country
Invoice Delivery Method
CapitalizationPolicy
Accounting Basis
Communication Preference
Delivery Method
Location
Parent Billing Client
Fiscal Year End
Referred By
Custom Fields
NameRequired
ClientRequired
Project TemplateRequired
Assigned To
StatusRequired
Number
Name
Project Updated
Triggers when project is reassigned or status is changed.
Try ItClientRequired
Salutation
First NameRequired
Middle Name
Last NameRequired
Nickname
Title
Notes
Date of Birth
EmailRequired
Tax IDRequired
Home Phone
Work Phone
Mobile Phone
Address 1
Address 2
City
State
Zip
Country
State Drivers License Numeber
State Drivers License Expiration
Contact TypeRequired
Primary Contact FlagRequired
Spouse Contact FlagRequired
NameRequired
ClientRequired
Project TemplateRequired
Assigned To
Recurring TypeRequired
Next DateRequired
EmailRequired
ClientRequired
About Firm360
Firm360 is an all-in-one practice management system for accounting firms.
Related categories
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.
