Method CRM + Slack
Send direct messages in Slack for new vendors in Method CRM
Stay in touch with your team by sending a direct message in Slack every time there's a new vendor in Method CRM. This automation facilitates real-time communication and ensures everyone's promptly informed about new vendor additions. Lessen the need for manual updates and enhance your team's workflow efficiency with this streamlined process.
Stay in touch with your team by sending a direct message in Slack every time there's a new vendor in Method CRM. This automation facilitates real-time communication and ensures everyone's promptly informed about new vendor additions. Lessen the need for manual updates and enhance your team's workflow efficiency with this streamlined process.
- When this happens...New Vendor
Triggers when a new vendor is added.
- automatically do this!Send Direct Message
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
- Free forever for core features
- 14 day trial for premium features & apps
New Activity
Triggers when a new activity is added.
Try ItNew Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItNew Opportunity
Triggers when a new opportunity is added.
Try ItStart DateRequired
Due Date
Comments
Opportunity Record ID
Contact RecordID
StatusRequired
TypeRequired
Assigned ToRequired
Custom Fields
New Contact
Triggers when a new contact is added.
Try ItNew Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItNew Vendor
Triggers when a new vendor is added.
Try ItFirst NameRequired
Last Name
Entity Full NameRequired
Email
Phone
Custom Fields
