NeonCRM + Slack
Send channel messages in Slack for new accounts in NeonCRM
Streamline your workflow between NeonCRM and Slack with this simple yet effective tool. Whenever a new account is created in NeonCRM, a channel message is promptly sent in Slack. This eliminates manual monitoring and swiftly keeps your team up-to-date, making team communication and information sharing quick and hassle-free.
Streamline your workflow between NeonCRM and Slack with this simple yet effective tool. Whenever a new account is created in NeonCRM, a channel message is promptly sent in Slack. This eliminates manual monitoring and swiftly keeps your team up-to-date, making team communication and information sharing quick and hassle-free.
- When this happens...New Account
Triggers when a new account is created.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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New Account
Triggers when a new account is created.
Try ItNew Donation
Triggers when a new donation is created.
Try ItAccount TypeRequired
Middle Name
Preferred Name
Suffix
Salutation
Title
Department
Deceased
Email 1
Email 2
Email 3
Gender
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
Address Type
Fax Number
Fax Type
Phone 1
Phone 1 Type
Phone 2
Phone 2 Type
Phone 3
Phone 3 Type
URL
Source
Send System Email
No Solicitation
Account IDRequired
Middle Name
Preferred Name
Salutation
Title
Department
Email 1
Fax Number
Phone 1
Phone 2
Phone 3
Source
Send System Email
Do Not Contact
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
New Activity
Triggers when a new activity is created.
Try ItSubjectRequired
Note
Start DateRequired
Start Time
End Date
End Time
Client Account IDRequired
System User ID
StatusRequired
PriorityRequired
Account IDRequired
Amount (in USD)Required
Donation Date/TimeRequired
StatusRequired
Campaign
Fund
Purpose
Source
Solicitation Method
Send Acknowledgement Email
AnonymousRequired
Tender TypeRequired
Account IDRequired
Middle Name
Preferred Name
Salutation
Title
Department
Email 1
Fax Number
Phone 1
Phone 2
Phone 3
Source
Send System Email
Do Not Contact
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
