IRIS CRM + Slack

Send Slack messages for newly created leads in IRIS CRM

Stay on top of your business leads with this efficient workflow. Whenever a new lead is created in your IRIS CRM, a channel message is promptly sent in your Slack app. This ensures your team has instant access to important lead information, fostering swift communication and action. Make your CRM and team communication work seamlessly together, fueling your business growth.

When this happens...
Lead Created
Triggers when a lead is created.
TriggerInstant
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Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
ActionWrite

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Supported triggers and actions

What does this mean?

- Info
- Current StatusRequired
Trigger
Instant
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- Info
- Current StatusRequired
Trigger
Instant
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- Info
- Current StatusRequired
Trigger
Instant
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- Info
- Previous StatusRequired
- New StatusRequired
Trigger
Instant
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- Info
- File TabRequired
- File LabelRequired
- File NameRequired
- File SourceRequired
Action
Write

- Info
- Assign User(s)Required
- Assign User's Manager(s)
Action
Write
- Info
- Lead Email FieldRequired
- Email templateRequired
Action
Write

- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
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- Include Alias
Trigger
Instant
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- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
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New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
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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

Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
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- Info
- Current StatusRequired
Trigger
Instant
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Lead Restored
Triggers when a lead is restored.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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- Info
- Note TabRequired
- Sticky or not?Required
- Note contentRequired
Action
Write
- Info
- GroupRequired
- StatusRequired
- Assign User(s)Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Phone FieldRequired
- SMS templateRequired
Action
Write
- Info
- New StatusRequired
- New GroupRequired
Action
Write
- Trigger for Bot Messages?
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Reaction
- Channel
- User
Trigger
Instant
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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

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Learn more

Related categories

Payment Processing

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

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PRODUCTS

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IRIS CRM + Slack

Send Slack messages for newly created leads in IRIS CRM

Lead Created

Info

Lead File Uploaded

Info

Current StatusRequired

Lead Note Added

Info

Current StatusRequired

Lead Status Updated

Info

Previous StatusRequired

New StatusRequired

Add File to Lead

Info

File TabRequired

File LabelRequired

File NameRequired

File SourceRequired

Assign User(s) to Lead

Info

Assign User(s)Required

Assign User's Manager(s)

Send Email to Lead

Info

Lead Email FieldRequired

Email templateRequired

Update Lead

Info

New Group

New Campaign

New Source

Other lead fields

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Channel

New Team Custom Emoji

Include Alias

New Mention

User Name

Highlight Word

Trigger for Bot Messages?

New Pushed Message

New Saved Message

Add Reminder

TextRequired

Remind when?Required

Remind who?

Send 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?

Create Channel

Channel NameRequired

Set Channel Topic

ChannelRequired

TopicRequired

Set Status

Status Text