MyDesk + Slack
Send direct messages in Slack for new MyDesk companies
Do you forget to follow up on new leads? With the help of this Zapier template, you get an automatic notification in Slack whenever a new company is created in MyDesk. This way, you'll never forget to contact a new lead again.
Do you forget to follow up on new leads? With the help of this Zapier template, you get an automatic notification in Slack whenever a new company is created in MyDesk. This way, you'll never forget to contact a new lead again.
- When this happens...
New CompanyTriggers when a new Company is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Send Direct MessageSends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
ActionWriteCreate a new record or update an existing record in your app.
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Representative
Appointment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompanyRequired
Contact With
SubjectRequired
Description
Start DateRequired
End DateRequired
Assigned ToRequired
Location
Appointment TypeRequired
Follow UpRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Salutation
First Name
Surname Prefixes
SurnameRequired
Function
Mobile Number
Phone Number
Email Address
Set as PrimaryRequired
ActiveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company
SubjectRequired
Description
Planned Date
Assigned ToRequired
Created ByRequired
PerformedRequired
Completed Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Code
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appCodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Company
First Name
Surname Prefixes
Surname
Email Address
Phone Number
Mobile Number
Key
Id
InfoSettings
Minimum matchesRequired
CompanyRequired
Salutation
First Name
Surname Prefixes
SurnameRequired
Function
Mobile Number
Phone Number
Email Address
Set as PrimaryRequired
ActiveRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTrigger 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
Company TypeRequired
Company Group
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatusRequired
Representative
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompleted By
Assigned To
Subject
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompanyRequired
Address TypeRequired
Street
Postal CodeRequired
CityRequired
CountryRequired
Set as Primary Visiting AddressRequired
Set as Primary Shipping AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company TypeRequired
NameRequired
KeyRequired
Website
Email Address
Phone Number
Description
Customer Number
RepresentativeRequired
Company Group
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
SubjectRequired
Description
Amount
Estimated Success Rate
Estimated Closing Date
StatusRequired
RepresentativeRequired
Created ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company TypeRequired
Id
Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Name
Email Address
Website
Customer Number
Postal Code
Company Group
Key
Id
InfoSettings
Minimum matchesRequired
Exact Name matchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Company
First Name
Surname Prefixes
Surname
Email Address
Phone Number
Mobile Number
Key
Id
InfoSettings
Minimum matchesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Subject
Company
Representative
Created By
Status
Key
Id
InfoSettings
Minimum matchesRequired
Exact Subject matchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Name
Email Address
Website
Customer Number
Postal Code
Company Group
Key
Id
InfoSettings
Minimum matchesRequired
Exact Name matchRequired
Company TypeRequired
NameRequired
KeyRequired
Website
Email Address
Phone Number
Description
Customer Number
RepresentativeRequired
Company Group
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Subject
Company
Representative
Created By
Status
Key
Id
InfoSettings
Minimum matchesRequired
Exact Subject matchRequired
CompanyRequired
SubjectRequired
Description
Amount
Estimated Success Rate
Estimated Closing Date
StatusRequired
RepresentativeRequired
Created ByRequired
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 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
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