Create Wealthbox CRM notes for new Slack channel messages
Stay organized and save time by connecting your Slack and Wealthbox CRM apps with this efficient workflow. Whenever a new message is posted to a specific channel in Slack, a note will be created in Wealthbox CRM to easily keep track of important updates and communications. Enhance your team's collaboration and never miss crucial details from your Slack conversations with this seamless automation.
Stay organized and save time by connecting your Slack and Wealthbox CRM apps with this efficient workflow. Whenever a new message is posted to a specific channel in Slack, a note will be created in Wealthbox CRM to easily keep track of important updates and communications. Enhance your team's collaboration and never miss crucial details from your Slack conversations with this seamless automation.
- When this happens...New Message Posted to Channel
Triggers when a new message is posted to a specific #channel you choose.
- automatically do this!Create Note
Creates a new note.
- Free forever for core features
- 14 day trial for premium features & apps