Slack + Workiz integrations
Send Slack messages for new leads in Workiz
When a new lead is created in Workiz, keep your team in the loop straight away with this handy automation. With it, for each new lead in Workiz, a channel message is immediately dispatched in Slack, ensuring your team stays informed and can act promptly. Streamline your communications and lead management with this efficient workflow.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Workiz and Slack
Discover other triggers and actions you can use with Workiz and Slack
- Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
ActionWrite
- Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone
- AddressRequired
- CityRequired
- State
- PostalCodeRequired
- Jobs start timeRequired
- Job TypeRequired
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
ActionWrite- Trigger for Bot Messages?
- Optimized data
Try ItTriggerInstant
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.
Related categories
Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
Related categories






