RepCard + Slack
Send Slack messages for new RepCard appointments set
Easily stay informed on your team's progress with this workflow. When an appointment is set in the RepCard app, it sends a direct message on Slack. This method helps ensure prompt communication without manually transferring the information, making your appointment management more efficient.
Easily stay informed on your team's progress with this workflow. When an appointment is set in the RepCard app, it sends a direct message on Slack. This method helps ensure prompt communication without manually transferring the information, making your appointment management more efficient.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired
