Slack + WhiteLabelCRO

Send channel messages in Slack for new clients created in WhiteLabelCRO

Boost your team's efficiency with this seamless workflow. When a new client is created in WhiteLabelCRO, a message will be promptly sent in your chosen Slack channel, ensuring everyone on your team is immediately updated. This automation saves you time by making sure everyone is aligned, speeding up your response time and enhancing overall client management.

When this happens...
New Client Created
Triggers when a new client is created in your CRM.
TriggerInstant
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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

New Affiliate Created
Triggers when a new affiliate is created in your CRM.
Trigger
Instant
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New Client Created
Triggers when a new client is created in your CRM.
Trigger
Instant
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Document Uploaded
Triggers when a document is uploaded in your CRM.
Trigger
Instant
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Invoice Status Changed
Triggers when an invoice's status changes in your CRM.
Trigger
Instant
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Payment Failed
Triggers when a payment fails in your CRM.
Trigger
Instant
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- ClientRequired
- Note TextRequired
- Note Type
- Visible to Affiliate
- External System ID
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Assigned Employee
- Status
- City
- State
- ZIP Code
- Affiliate
- OK to Text
- Preferred Contact Method
- External System ID
Action
Write

- AffiliateRequired
- First Name
- Last Name
- Full Name
- Email
- Phone
- Title
- Company Name
- Office Phone
- Affiliate Code
- Commission Rate
- Is Active
- Is Approved
- External System ID
Action
Write
- ClientRequired
- New Status (Name)
- New Status
- Changed By Employee
- Status Note
Action
Write
- ClientRequired
- New Status (Name)
- New Status
- Changed By Employee
- Status Note
Action
Write
- Email
- Phone
- Client
- External System ID
- Provider
Action
Search
New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include Alias
Trigger
Instant
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- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
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- ChannelRequired
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- ChannelRequired
- MessageRequired
- ReactionRequired
Action
Write
- Conversation IDRequired
Action
Write
- ChannelRequired
- UsersRequired
Action
Write
- Title
- Content
- Channel ID
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- Allowed Edit Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- 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?
Action
Write
- ChannelRequired
- TopicRequired
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
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.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Search QueryRequired
- Sort By
- Sort Direction
- Include Bot Messages in Search Results?
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

Agreement Signed
Triggers when an agreement is signed in your CRM.
Trigger
Instant
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Client Status Changed
Triggers when a client's status changes in your CRM.
Trigger
Instant
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New Invoice Created
Triggers when a new invoice is created in your CRM.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created in your CRM.
Trigger
Instant
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Payment Succeeded
Triggers when a payment succeeds in your CRM.
Trigger
Instant
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- EmailRequired
- First NameRequired
- Last NameRequired
- Phone
- Title
- Company Name
- Office Phone
- Affiliate Code
- Commission Rate
- External System ID (Text)
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- City
- State
- ZIP Code
- Package Keyword
Action
Write
- ClientRequired
- First Name
- Last Name
- Middle Initial
- Email
- Phone
- Home Phone
- City
- State
- ZIP Code
- Assigned Employee
- Affiliate
- OK to Text
- Preferred Contact Method
- External System ID
Action
Write
- ClientRequired
- First Name
- Last Name
- Email
- Phone
- City
- State
- ZIP Code
- Assigned Employee
- Affiliate
- URL Referrer
- Promo Code
- External System ID
Action
Write
- Email
- Phone
- Client
- External System ID
- Provider
Action
Search
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- Search QueryRequired
- Optimized data
Trigger
Polling
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- Channel ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
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- Zap Identifier
- Access type
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- Conversation IDRequired
- Scheduled AsRequired
- Scheduled Message IDRequired
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- 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
- File
- Thread
- Send Channel Message?
- Zap Id
Action
Write
- Allowed Delete Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
Action
Write
- Canvas IDRequired
- OperationRequired
Action
Write
- Channel NameRequired
Action
Write
- Status Copy
- Approval request messageRequired
- Send message asRequired
- Approval typeRequired
- Zap Id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Conversation IDRequired
- Message TS (ID)Required
Action
Search
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

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.

Learn more

Related categories

Team Chat

Similar apps

About WhiteLabelCRO

WhiteLabelCRO is a credit repair CRM that manages clients, payments, documents, disputes, and workflows for credit repair organizations.

Related categories

CRM (Customer Relationship Management)

Slack + WhiteLabelCRO

Send channel messages in Slack for new clients created in WhiteLabelCRO

New Affiliate Created

New Client Created

Document Uploaded

Invoice Status Changed

Payment Failed

Add Client Note

Create Client

Update Affiliate

Update Client Status

Update Lead Status

Find Lead

New Channel

New Team Custom Emoji

New Mention

New Channel Member

New Message Posted to Private Channel

New Saved Message

Add Reaction

Archive Conversation

Invite User to Channel

Create Canvas

Send Direct Message

Edit Message

Send Private Channel Message

Set Channel Topic

Set Status

Remove User from Channel

Edit Message

Find Public Channel

Delete Message

Get Conversation Members

Get Message Permalink

Find Message

Find User by ID

Find User by Username

Agreement Signed

Client Status Changed

New Invoice Created

New Lead Created

Payment Succeeded

Create Affiliate

Create Lead

Update Client

Update Lead

Find Client

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Reaction Added in a Channel

New Pushed Message

New User

Add Reminder

Cancel Scheduled Message

Send Channel Message

Delete Message

Edit Canvas

Create Channel

Request Approval

Update Profile

API Request (Beta)

Get Message by Timestamp

Retrieve Thread Messages

Create Private Channel

Get Conversation

Get Message

Get Message Reactions

Find User by Email

Find User by Name

About Slack

Related categories

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Microsoft Teams

Twist

About WhiteLabelCRO

Related categories