OrbisX + Slack
OrbisX + Slack
Send channel messages in Slack for new leads in OrbisX
Capture every new lead from OrbisX instantly and keep your team in the loop by sending channel messages in Slack. This workflow starts when a new lead is detected in OrbisX and helps you swiftly communicate this information, ensuring your team stays updated and can respond promptly. It's an efficient way to streamline your lead generation and communication process.
- When this happens...
New Leads HookTriggers when a new lead is created.TriggerInstant - automatically do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.ActionWrite
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More things you can do with OrbisX and Slack
Discover other triggers and actions you can use with OrbisX and Slack
Completed Event HookTriggers when an event is completed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Get POS Items
Triggers when a list of available POS items is required.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Clients
Triggers when a new clients are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Estimate Hook
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Events Hook
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense Hook
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Hook
Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Leads
Triggers when a new leads are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Tag Added to Client
Triggers when a tag or label is added to a client
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Added to Lead
Triggers when a tag or label is added to a lead
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Removed From Event
Triggers when a tag or label is removed from an event
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Invoice Hook
Triggers when an invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AmountRequired
- CategoryRequired
- Vendor/SupplierRequired
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead ID
- Email
- Phone
- Notes
- Primary User ID
- Tags
- Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client ID
- Phone Number
- Email
- Start Date
- End Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact / Full NameRequired
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Trigger 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 plan- Channel ID
- Reaction
- Member ID
- Message Author ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Automation Identifier
- Access type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New UserTriggers when a new Slack user is created / first joins your org.
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 automation?
- 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.- 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.- Canvas IDRequired
- OperationRequired
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 automation?
- 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 app- Conversation IDRequired
- Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation IDRequired
- Message TS (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full NameRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Deleted Event Hook
Triggers when an event is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Converted to Client
Triggers when a lead is converted to a client
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Booking Request Received
Triggers when a new booking request is received
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Clients Hook
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Estimate
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Events
Triggers when a new events are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Leads Hook
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment Hook
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Added to Event
Triggers when a tag or label is added to an event
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Removed From Client
Triggers when a tag or label is removed from a client
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Events Hook
Triggers when an event is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Assigned Staff MemberRequired
- Event DateRequired
- Event TimeRequired
- TitleRequired
- Details
- Price
- Duration (minutes)
- Service ID
- Service Name
- Existing Lead
- Existing Client
- New Lead Name
- New Client Name
- New Lead/Client Email
- New Lead/Client Phone
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
- Event Notifications
- Event Tags/Labels
- Created By User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Journal EntryRequired
- Journal TargetRequired
- Target ID (lead or client ID)Required
- Staff/User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Message TypeRequired
- Message ContentRequired
- Client's Phone or EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full Name
- Phone
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Interest
- Source
- Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact / Full NameRequired
- Phone
- Email
- Tags
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Source
- Lead ID
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- 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. - ChannelRequired
- MessageRequired
- ReactionRequired
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.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.- Title
- Content
- Channel 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 automation?
- 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.- 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 automation?
- 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 app- Conversation IDRequired
- Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search QueryRequired
- Sort By
- Sort Direction
- Include Bot Messages in Search Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app- UsernameRequired
- Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
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