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Relate + Slack

Create deal in Relate and send channel message in Slack for new deals

Stay updated on your team's progress by automatically sending a Slack channel message whenever a new deal is created in Relate. This automation saves you time by keeping everyone informed without requiring manual updates. Improve communication and efficiency within your team by streamlining deal updates with this simple workflow.

Stay updated on your team's progress by automatically sending a Slack channel message whenever a new deal is created in Relate. This automation saves you time by keeping everyone informed without requiring manual updates. Improve communication and efficiency within your team by streamlining deal updates with this simple workflow.

  1. When this happens...
    RelateRelate
    Deal Created

    Triggers when a new deal is created. Return deal data with custom fields.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Relate triggers, actions, and search

    Contact Created

    Triggers when a new contact is created. Return contact data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Deal Assignee Updated

    Triggers when a deal assignee is updated. Return deal data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Deal Deleted

    Triggers when a deal is deleted. Return deal data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Organization Created

    Triggers when a new organization is created. Return organization data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Contact Deleted

    Triggers when a contact is deleted. Return contact data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Deal Created

    Triggers when a new deal is created. Return deal data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Deal Updated

    Triggers when a deal is updated. Return deal data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Organization Deleted

    Triggers when an organization is deleted. Return organization data with custom fields.

    Trigger
    Instant
    Try It
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About Relate

Relate is a simple collaborative sales and CRM software.
Help

Related categories

  • CRM (Customer Relationship Management)

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