Simplicate + Slack
Create Slack channel messages for new Simplicate sales
Stay updated on your sales progress with this handy workflow. Whenever a new sale is recorded in Simplicate, a channel message will be sent in Slack, keeping your team informed and ready to celebrate success. This seamless automation helps improve communication and ensures you don't miss out on any important sales updates.
Stay updated on your sales progress with this handy workflow. Whenever a new sale is recorded in Simplicate, a channel message will be sent in Slack, keeping your team informed and ready to celebrate success. This seamless automation helps improve communication and ensures you don't miss out on any important sales updates.
- When this happens...
New SalesTriggers when new sales are created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWriteCreate a new record or update an existing record in your app.
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Invoices Paid
Triggers when invoices are paid.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Companies
Triggers when new companies are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Employees
Triggers when new employees are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Projects
Triggers when new projects are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Services
Triggers when new services are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planQuotes Sent
Triggers when quotes are sent in a sales process.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Companies
Triggers when companies are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Employees
Triggers when employees are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Projects
Triggers when projects are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Services
Triggers when services or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst NameRequired
Initials
Family Name Preposition
Family NameRequired
GenderRequired
Relation Type
Email
Phone
Street and House Number
Zip Code
City
Country Code
Note
Company ID
Function
Email
Phone
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project IDRequired
Amount
Price
Invoice from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Company IDRequired
Contact ID
Expected Revenue
Start Date
End Date
Source
Chance to Score
Responsible Employee ID
Progress
Organization Profile ID
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
NameRequired
Street and House Number
Zip Code
City
Country Code
Relation Type
KVK
Person ID
Function
Email
Phone
Phone
Email
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
NameRequired
Project Number
Company IDRequired
Status
Start Date
End Date
Project Manager ID
Invoice Reference
Company Profile ID
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTrigger for Bot Messages?
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.Channel
User Name
Shared
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 User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
UsersRequired
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?
Bot Name
Bot Icon
Include a link to this Zap?
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.ChannelRequired
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
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.First Name
Last Name
Title
Email
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Raw Request User Info
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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.EmailRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
Invoices Sent
Triggers when an invoice is sent.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contacts
Triggers when new contacts are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Hours
Triggers when new hours are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales
Triggers when new sales are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Timeline Notes
Triggers when new timeline notes are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSales Accepted
Triggers when sales processes are accepted.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Contacts
Triggers when contacts created or are updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Hours
Triggers when hours or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Sales
Triggers when sales are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Street and House Number
Zip Code
City
Country Code
Relation Type
KVK
Person ID
Function
Email
Phone
Phone
Email
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sales IDRequired
Default Service IDRequired
Revenue Group ID
VAT Code ID
Amount
Price
Track Hours
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project Number
Company IDRequired
Status
Start Date
End Date
Project Manager ID
Invoice Reference
Company Profile ID
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Posted byRequired
Organization ID
Employee ID
Person ID
Sales ID
Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
First NameRequired
Initials
Family Name Preposition
Family NameRequired
GenderRequired
Relation Type
Email
Phone
Street and House Number
Zip Code
City
Country Code
Note
Company ID
Function
Email
Phone
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
SubjectRequired
Company IDRequired
Contact ID
Expected Revenue
Start Date
End Date
Source
Chance to Score
Responsible Employee ID
Progress
Status
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact E-mail addressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Channel
Triggers whenever a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Name
Highlight Word
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
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.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.ChannelRequired
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
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.Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
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.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.Search QueryRequired
Sort By
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Simplicate
All-in-one CRM and project software: CRM, sales, project management, planning, time registration & invoicing.
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About Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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