Connect Slack and WorkflowMax to power AI-driven automation

Triggers when a Message is pushed from Slack.

Cancels a message that has been scheduled to be posted.

Post a message or thread reply to a channel. You can also schedule it to send later.

Deletes a Message.

Edits a Canvas.

Creates a new channel.

Sends a message requesting approval. Includes buttons to submit "Approve" or "Decline" responses. Zap will be held until a submission is made, when it will continue to execute subsequent steps.

Update basic profile fields such as name or title

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Retrieves information about a conversation (e.g., public channel, private channel, DM, or group DM).

Gets a particular Slack message using its IDs.

Returns a Message and its list of Reactions.

Finds a user by matching against their email instead of their username.

Finds a user by matching against their real name instead of their username.

Triggers when a document is added to a job.

Triggers when a job task is completed.

Triggers when job tasks are retrieved.

Triggers when a new invoice is created.

Triggers when a new quote is created, or when an existing quote’s status changes to the selected value (draft, issued, declined, accepted, or revised).

Creates a cost in cost admin.

Creates a cost on a job using either the job number or the job uuid.

Creates a new lead.

Creates a task in task admin.

Finds an account by account code.

Finds a client type using name.

Finds job tasks for a job using a job number or job uuid.

Finds an existing tax.

Finds a job using a job number or job uuid.

Adds a reaction to a message.

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Creates a Canvas.

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Edits a message.

Post a new message to a private channel you choose. Can also schedule a message for later.

Sets the topic on a selected channel.

Sets your Slack status to the given text and emoji.

Returns a list of User IDs representing the members of a conversation (e.g., public channel, private channel, DM, or group DM).

Gets the permalink for a particular Slack message.

Finds a Slack message using the Slack Search feature.

Finds a user by their ID.

Finds a user by their username.

Triggers when a cost is added to a job.

Triggers when a task is added to a job.

Creates a new client.

Creates a new job.

Creates a task on a job using either the job number or the job uuid.

Creates a new purchase order.

Creates a timesheet entry for a staff member and task.

Finds a business by name.

Finds job costs for a job using a job number or job uuid.

Finds a staff member by name, email, or uuid.

Finds a client by client name or uuid.

Finds a job status by status name or uuid.