Gmail + Slack + Clientjoy Integrations
How to connect Gmail + Slack + Clientjoy
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Do even more with Gmail + Slack + Clientjoy
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Gmail, Slack, and Clientjoy. And don’t forget that you can add more apps and actions to create complex workflows.
Label/Mailbox
Search String
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorsubject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSearch StringRequired
By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include
in:inbox.This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorin:inbox subject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Can have parents via a simple forward slash syntax: "Parent/Child"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message to Remove Label(s) FromRequired
Label(s) to RemoveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
ActionThis is an event a Zap performs.SearchFind existing data in your appTrigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel. Note: This trigger only supports attachment information for messages generated by bots. If you need to retrieve attachment information from non-bots, see this help document.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
User Name
Trigger on files created by a single user.
Shared
Trigger when files are shared with you. Please note that this will trigger on created files as well.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reaction
Only triggers when this reaction is added to a message. Use the dropdown to select one of your team's custom emoji or select
Use a Custom Valueand enter the name of a standard emoji. Use this cheat sheet for reference and be sure not to include the colons. Note that you cannot use an emoji's alias in this field.Channel
Only triggers on reactions added on messages in this public channel. Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
User
Only triggers on reactions added by this user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Toggle to send to multiple users.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier. When usingSchedule At, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:). For example,https://site.com/icon_256.pngor:robot_face:. When usingSchedule At, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channeland@group. Unfortunately,@herenotifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
tsorpermalinkfield. This option does not supportBot NameandBot Iconcustomization and will default to Zapier as bot name and icon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier. When usingSchedule At, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:). For example,https://site.com/icon_256.pngor:robot_face:. When usingSchedule At, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channeland@group. Unfortunately,@herenotifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
tsorpermalinkfield. This option does not supportBot NameandBot Iconcustomization and will default to Zapier as bot name and icon.File
Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
Thread
If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example:
1345232312616.1231232.If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
Otherwise, add a search step and fetch the message you want.
Broadcast To Channel?
If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Fields left blank will be ignored.
Last Name
Fields left blank will be ignored.
Title
Fields left blank will be ignored.
Email
Changing a user's email address will send an email to both the old and new addresses, and also post a slackbot to the user informing them of the change.
User
Update selected values on this user's profile. This argument may only be specified by team admins on paid teams. Defaults to your status, when blank.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
Search query to use for finding matching messages. See the Slack Search Documentation for more information on constructing a query.
Sort By
Sort messages by their match strength or by their date. Default is score.
Sort Direction
Sort matching messages in ascending or descending order. Default is descending.
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Search is case-insensitive
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
The leading
@is optionalReturn Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appIn which workspace you need to add the Customer?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.In which workspace you need to add the Lead?Required
Choose from the list of all your workspaces.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Email id of Proposal's receiver (optional)
PLEASE NOTE: We need either receiver's email id or the Proposal's Clientjoy ID for this action to work.
Clientjoy ID of Proposal
PLEASE NOTE: We need either receiver's email id or the Proposal's Clientjoy ID for this action to work.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Clientjoy WorkspaceRequired
Client's full nameRequired
Client's Company
Client's email addressRequired
Client's phone number
Client's Title or Designation
Company's VAT number
Choose CurrencyRequired
Choose the currency in which you are going to raise the Invoice.
Choose Client's OwnerRequired
Choose a team member who will be looking after the Client.
Client Website
Choose Tags
Any Tags or Labels that you wish to add for this Client to help you in finding them.
Add a Note
Add information that you want to keep in your Client notes.
Billing Address
Billing City
Billing State
Billing Country
Billing Zip
Shipping Address
Shipping City
Shipping State
Shipping Country
Shipping Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace in ClientjoyRequired
Choose the name of the workspace where this new Lead will be added.
Lead's nameRequired
Lead's Email address
Lead's Phone number
Lead's Title or Designation
Lead's Company name
Organization or Business name of the Lead
Lead's Website or Link
Deal Size
The estimated deal size or project amount.
Choose Currency for Deal SizeRequired
If blank then your workspace's default currency will be automatically picked.
Conversion Probablity (1-100)
How likely is it that the Lead will get closed?
Last Contact Date
When did you last contact the Lead?
Sales Stage in PipelineRequired
Choose the sales stage from your existing sales Pipeline where the Lead needs to be added.
Source
Where did you get this Lead from?
Choose Lead OwnerRequired
Choose the team member who is going to look after this Lead.
PrivacyRequired
Is this Lead Private? Private Leads are visible to the owners and Admins.
Tags
Any Tags or Labels that you wish to add for these Leads for finding them.
Note
Any note to be added when this Lead is created.
Address
City
State
Country
Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Customer IdRequired
Name
Email
Title
Phone
Company
VAT Number
CurrencyRequired
OwnerRequired
Website
Billing Address
Billing City
Billing State
Billing Country
Billing Zip
Shipping Address
Shipping City
Shipping State
Shipping Country
Shipping Zip
Tags
Any Tags or Labels that you wish to add for these Leads for finding them.
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChoose the workspaceRequired
Clientjoy workspace name
Team member's email or Full nameRequired
Use the email and name that is registered with Clientjoy
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace in ClientjoyRequired
Choose the name of the workspace where this new Lead will be added.
Field To Search ByRequired
Choose the Lead's field where you want to search the Lead from.
Lead's nameRequired
Lead's Email address
Lead's Phone number
Lead's Title or Designation
Lead's Company name
Organization or Business name of the Lead
Lead's Website or Link
Deal Size
The estimated deal size or project amount.
Choose Currency for Deal SizeRequired
If blank then your workspace's default currency will be automatically picked.
Conversion Probablity (1-100)
How likely is it that the Lead will get closed?
Last Contact Date
When did you last contact the Lead?
Sales Stage in PipelineRequired
Choose the sales stage from your existing sales Pipeline where the Lead needs to be added.
Source
Where did you get this Lead from?
Choose Lead OwnerRequired
Choose the team member who is going to look after this Lead.
PrivacyRequired
Is this Lead Private? Private Leads are visible to the owners and Admins.
Tags
Any Tags or Labels that you wish to add for these Leads for finding them.
Note
Any note to be added when this Lead is created.
Address
City
State
Country
Zip
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel/Mailbox
(Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel(s) to Add
Message to be LabeledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Channel
Triggers whenever a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Include Alias
Choose yes to trigger when someone creates a new name for an existing emoji.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Name
Linked mentions of this user will trigger the zap. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
Highlight Word
Mentions of this word will trigger the zap. Case insensitive. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
The actual reminder text that should be sent to yourself or a user. To include URLs, Slack uses this syntax.
Remind when?Required
Slack parses natural language like "in 15 minutes" or "every Thursday". Times are relative to when the Zap actually runs.
Remind who?
Pick a user to remind. If you pick no one, you will be reminded.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier. When usingSchedule At, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:). For example,https://site.com/icon_256.pngor:robot_face:. When usingSchedule At, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channeland@group. Unfortunately,@herenotifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
tsorpermalinkfield. This option does not supportBot NameandBot Iconcustomization and will default to Zapier as bot name and icon.File
Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
Thread
If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example:
1345232312616.1231232.If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
Otherwise, add a search step and fetch the message you want.
Broadcast To Channel?
If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
Name for the channel to be created. Channel names are normalized by converting to lowercase, replacing any non-allowed characters with hyphens or underscore, and truncating to 80 characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Slack will auto-link @names and #channels where applicable.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Leave empty to clear.
Status Emoji
Use any emoji that's available in your Slack team, with leading and trailing
:.If emoji is blank when text isn't,
:speech_balloon:is used by default. If both text and emoji are empty, your status will be cleared.Expiration Time
Provide a specific date & time for this status to expire. Statuses will not expire by default.
You can also specify a duration for this status by entering in a value like
in 60 minutes, for example. Check out other ways you can use this field here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Raw Request User Info
Note: Zapier's Slack app supports a limited set of OAuth scopes/permissions, thus many of Slack's API endpoints aren't currently feasible.
Api Docs Info
API docs for Slack are located here https://api.slack.com/methods
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Search is case-insensitive
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
We search the normalized name, so don't worry about accents
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
StageRequired
The stage of the sales pipeline in which the trigger needs to be fired.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Choose WorkspaceRequired
Lead Email (optional)
Email id of the Lead that needs to be converted to a customer. PLEASE NOTE: You need either an email id or Lead ID for this action to work.
Lead Id (optional)
Clientjoy's Lead ID. You can use it if you are using a Clientjoy's trigger with the Lead information. PLEASE NOTE: You need either an email id or Lead ID for this action to work.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Choose Activity TypeRequired
Activity Name
Guests
Starts AtRequired
If you are using relative time (e.g. tomorrow at 10AM) then check your time once. We accept GMT timezone so convert your time to GMT time and then set it here.
Ends AtRequired
If you are using relative time (e.g. tomorrow at 10AM) then check your time once. We accept GMT timezone so convert your time to GMT time and then set it here.
Color
Link to Lead/Customer
Internal Note
Description
Location
Mark As Done
Send Invites
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Recipient NameRequired
Name of the Client's contact who is going to receive the Invoice
Recipient's Email addressRequired
If the Client with the entered email address is not present in Clientjoy then we'll create the new Client.
Invoice date
If you are using relative time (e.g. tomorrow at 10AM) then check your time once. We accept GMT timezone so convert your time to GMT time and then set it here.
Due date
Choose the due date for the Invoice. After this date Invoice will be considered overdue. And If you are using relative time (e.g. tomorrow at 10AM) then check your time once. We accept GMT timezone so convert your time to GMT time and then set it here.
Choose Item (Product or Service that you are offering)
You can choose existing Clientjoy items that need to be added or you can add an item directly to the Invoice.
Item Description
If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in the Invoice.
Unit
Quantity
Rate
Tax
You can only select one tax, because it is in line item, if you are not selecting any tax items taxes will be there.
Adjustments
Any previous adjustments to the Invoice? This amount will be added to the Invoice Total.
Discount Type (Number / Percent)Required
Do you wish to give any discount to the Client?
Discount value
Choose the discount value in the amount or percentage.
When to apply discount?Required
Is this a recurring Invoice?Required
Choose Payment method
Choose from the payment methods already defined in Clientjoy.
Client note
Do you wish to add any note for the Client on the Invoice?
Terms and conditions
Invoice Color
Please enter only the hexadecimal value of color. Clientjoy Invoice templates can adopt the color you provide. By default, we take the color defined in your branding settings.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Clientjoy's workspace name where this proposal is going to be saved.
Please choose whether Proposal is for a Lead or CustomerRequired
Recipient NameRequired
Name of a recipient for which you are creating this proposal.
Recipient EmailRequired
This email will be used for sending the proposal to the recipient. If the email already exists in Clientjoy then we'll create this proposal for existing Lead/Client.
Name of the Proposal or TitleRequired
Proposal expiry date
Date after which proposal can't be accepted. And If you are using relative time (e.g. tomorrow at 10AM) then check your time once. We accept GMT timezone so convert your time to GMT time and then set it here.
Choose your custom proposal template
Please select from template or custom template any one.
Choose from Clientjoy's inbuilt templates
Choose Item (Product or Service that you are offering)
You can choose existing Clientjoy items that need to be added or you can add an item directly to the Proposal.
Item Description
If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in this Proposal.
Unit (e.g. hours, months, etc.)
If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in this Proposal.
Quantity
If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in this Proposal.
Item Rate
The amount which you are charging for this service. If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in this Proposal.
Choose Tax
If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in this Proposal.
You can only select one tax, because it is a line item, if you are not selecting any tax items taxes will be there.
Want to apply discount?
Choose True if you want to send the proposal automatically to the receiver.
If true, proposal will be sent to lead or customer as per selected module.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Lead IdRequired
Name
Email
Phone
Company
Title
StageRequired
SourceRequired
OwnerRequired
CurrencyRequired
Deal size
Conversion Probablity
Website
PrivacyRequired
Last Contact
Address
City
State
Country
Zip
Tags
Any Tags or Labels that you wish to add for these Leads for finding them.
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Field To Search ByRequired
Choose the Lead's field where you want to search the Lead from.
ActionThis is an event a Zap performs.SearchFind existing data in your appClientjoy WorkspaceRequired
Field To Search ByRequired
Client's full nameRequired
Client's Company
Client's email addressRequired
Client's phone number
Client's Title or Designation
Company's VAT number
Choose CurrencyRequired
Choose the currency in which you are going to raise the Invoice.
Choose Client's OwnerRequired
Choose a team member who will be looking after the Client.
Client Website
Choose Tags
Any Tags or Labels that you wish to add for this Client to help you in finding them.
Add a Note
Add information that you want to keep in your Client notes.
Billing Address
Billing City
Billing State
Billing Country
Billing Zip
Shipping Address
Shipping City
Shipping State
Shipping Country
Shipping Zip
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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