LeadSimple + Slack
Send Slack messages when LeadSimple leads change stages
Stay on top of your lead progression with this streamlined workflow. When a change occurs in the stage of a lead in LeadSimple, this automation will promptly post a channel message in Slack. This efficient process not only ensures all updates are instantly communicated to your team, it also helps to foster proactive engagement with potential clients.
Stay on top of your lead progression with this streamlined workflow. When a change occurs in the stage of a lead in LeadSimple, this automation will promptly post a channel message in Slack. This efficient process not only ensures all updates are instantly communicated to your team, it also helps to foster proactive engagement with potential clients.
- When this happens...
Lead Changes StageTriggers when a lead changes stages.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWriteCreate a new record or update an existing record in your app.
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Call Completed
Triggers when a new call is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Changes Stage
Triggers when a lead changes stages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Created
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Is Reassigned
Triggers when a lead is reassigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Outbound Conversation Created
Triggers when an outbound conversation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Process Changes Tags
Triggers when a process changes tags.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Process Reassigned
Triggers when a process is reassigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed Automatically
Triggers when a task is completed automatically. An automatic task set to auto send.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Created
Triggers when a task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Name
Comments
PipelineRequired
StageRequired
Source
Assignee
Tags
Created At
Closed At
Cost
Value
Num Units
Full Name
Email Addresses
Company Name
Mobile Phone Number
Office Phone
Home Phone
Mailing Address
Mailing Address City
Mailing Address State
Mailing Address Zip Code
Street Address
City
State
Zip Code
Property Type
Bathrooms
Bedrooms
Occupancy
Square Feet
Estimated Rent
Lease start date
Lease end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Comments
Process TypeRequired
StageRequired
User
Tags
Due At
Property
Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ConversationRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ConversationRequired
Assignee
Status
Snooze Expiration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Process TypeRequired
ProcessRequired
Name
Comments
Tags
Stage
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PropertyRequired
UnitRequired
Unit Number
Num Bedrooms
Num Bathrooms
Occupancy
Square Feet
Estimated Rent
Delinquent Rent
Lease Start Date
Lease End Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Channel
Triggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Username
Highlight Word
Trigger for Bot Messages?
Only Public Channels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
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
Remind when?Required
Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Scheduled AsRequired
Scheduled Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
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
File
Thread
Send Channel Message?
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Message TextRequired
Send as a bot?
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Copy
Approval request messageRequired
Send message asRequired
Approval typeRequired
Zap Id
Include a link to this Zap?
Approve button URL
Approve button label
Add decline button
Add details button
Require confirmation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Title
Email
Display Name
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Private Channel
This action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message TS (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
Lead Changes Pipeline
Triggers when a lead changes pipelines.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Changes Tags
Triggers when a lead's tags change.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Opens Email
Triggers when a lead opens email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inbound Conversation Created
Triggers when an inbound conversation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Process Changes Stage
Triggers when a process changes stages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Process Created
Triggers when a new process is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed
Triggers when a task is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed Manually
Triggers when a task is completed manually. A manual task that does NOT use auto send.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.From NumberRequired
To NumberRequired
Call Duration (in seconds)
Call Recording URL
Description
Outcome
Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Note TextRequired
Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProcessRequired
Note TextRequired
Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
First Name
Last Name
Company/Secondary Name
Email Addresses
Mobile Phone Number
Home Phone Number
Office Phone Number
Mailing Address
Mailing Address City
Mailing Address State
Mailing Address Zip Code
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
LeadRequired
Name
Comments
Tags
Stage
Assignee
Num Units
Contact IDs
Property IDs
Unit IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PropertyRequired
Property Type
Address Line 1
Address City
Address State
Address Zip Code
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProcess Type
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPropertyRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTrigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
User Name
Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Search QueryRequired
Optimized data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConversation ID
Reaction
Member ID
Message Author ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Zap Identifier
Access type
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.Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Delete Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Edit Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
Content Type
Reply Broadcast
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Topic set by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Status Emoji
Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove User from Channel
This action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch QueryRequired
Sort By
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
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