Send channel messages in Slack for newly created notes in Relate
Ensure that none of your team's collaborative efforts go unnoticed with this workflow. When you create a note in Relate, it sends a message straight to your chosen Slack channel. This seamless communication bridge between Relate and Slack increases visibility, fosters teamwork, and keeps everyone in the loop in real-time.
Ensure that none of your team's collaborative efforts go unnoticed with this workflow. When you create a note in Relate, it sends a message straight to your chosen Slack channel. This seamless communication bridge between Relate and Slack increases visibility, fosters teamwork, and keeps everyone in the loop in real-time.
- When this happens...Note Created
Triggers when a new note is created. Return note data with custom fields of related lead.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Try ItDeal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Try ItDeal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.
Try ItOrganization Created
Triggers when a new organization is created. Return organization data with custom fields.
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Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Try ItDeal Created
Triggers when a new deal is created. Return deal data with custom fields.
Try ItDeal Updated
Triggers when a deal is updated. Return deal data with custom fields.
Try ItOrganization Deleted
Triggers when an organization is deleted. Return organization data with custom fields.
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