IntelligenceBank + Slack
Send direct messages in Slack for new resources in IntelligenceBank
Stay abreast with your resources in real time with this seamless workflow. When there's a new resource in IntelligenceBank, a direct message is sent in Slack. This automation ensures faster communication, improving collaboration and efficiency across your team.
Stay abreast with your resources in real time with this seamless workflow. When there's a new resource in IntelligenceBank, a direct message is sent in Slack. This automation ensures faster communication, improving collaboration and efficiency across your team.
- When this happens...
New ResourceTriggers when a new Resource is added to the platform or a specific folder.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Send Direct MessageSends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
ActionWriteCreate a new record or update an existing record in your app.
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New Custom Page
Triggers when a new custom page is added to IntelligenceBank.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planResolved
Source TypeRequired
Source _id
Parent MarkUp Comment
MarkUp Comment Creator
Keywords
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDatabase _id
Field _id
Record File Upload Type
Record File Entry Type
Approval Revision
Workflow Approval Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFolder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
Return Friendly Custom Fields Data
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFolder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
Return Friendly Custom Fields Data
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDatabase _idRequired
Staged Record Submission Status
Standard Record Submission Status
Return Friendly Form Data
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDatabase _idRequired
Record _idRequired
Update Record As Draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Review TypeRequired
Document IDRequired
Product KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TargetRequired
File NameRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template Group _idRequired
Group NameRequired
Group Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record File _idRequired
Field _idRequired
File NameRequired
Source Record _idRequired
Request Comment
ApproversRequired
Required By Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder _idRequired
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
File NameRequired
Remote File NameRequired
Remote Connector KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File Tmp NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Compliance Review IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Database _idRequired
Record _idRequired
Update Record As DraftRequired
Owner Groups
Owner Division
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource Name
Resource IdRequired
File - TypeRequired
File - Tmp FilenameRequired
File - SizeRequired
File - New NameRequired
Create New VersionRequired
New Version Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workflow Request _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sort by fieldRequired
Sort orderRequired
Max Results (1-100)Required
Custom Page Title to search for
Custom Page _id to search for
Custom Page id to search for
Custom Page Status to search for
Custom Page Created By User _id to search for
Custom Page Updated By User _id to search for
ActionThis is an event a Zap performs.SearchFind existing data in your appParent Folder _id
Sort by FieldRequired
Sort orderRequired
Keyword(s) to search for
Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSource TypeRequired
Source _id
Creator _id
Sort by FieldRequired
Sort orderRequired
Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appDatabase _idRequired
Sort by Field. Left blank to sort by relevance.Required
Sort orderRequired
Max ResultsRequired
Staged Record Submission Status
Standard Record Submission Status
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
4. Filtering Condition - Field _id
4. Filtering Condition - Field Type
4. Filtering Condition - Date Range
4. Foreign Source _id
4. Filtering Condition - Foreign Field _id
4. Filtering Condition - Foreign Field Type
4. Filtering Condition - Search Value
4. Filtering Condition - Operator
4. Filtering Condition - Union
5. Filtering Condition - Field _id
5. Filtering Condition - Field Type
5. Filtering Condition - Date Range
5. Foreign Source _id
5. Filtering Condition - Foreign Field _id
5. Filtering Condition - Foreign Field Type
5. Filtering Condition - Search Value
5. Filtering Condition - Operator
5. Filtering Condition - Union
ActionThis is an event a Zap performs.SearchFind existing data in your appSort by fieldRequired
Sort orderRequired
Max ResultsRequired
User Fullname to search for
User Email to search for
User _id to search for
User id to search for
User Division _id to search for
User Group _id to search for
User External Id to search for
User Status to search for
Keywords to search for
ActionThis is an event a Zap performs.SearchFind existing data in your appParent Folder _id
Sort by FieldRequired
Sort orderRequired
Keyword(s) to search for
Max Results (1-100)Required
Destination Folder _idRequired
Folder NameRequired
Folder Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTrigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Optimized data
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.Search QueryRequired
Optimized data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConversation ID
Reaction
Member ID
Message Author ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Zap Identifier
Access type
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.Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Delete Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Edit Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
Content Type
Reply Broadcast
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Topic set by
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.Remove User from Channel
This action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
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.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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
Database _idRequired
Staged Record Submission Status
Standard Record Submission Status
Return Friendly Form Data
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Custom Page
Triggers when a custom page is added or updated in IntelligenceBank.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDatabase _idRequired
Staged Record Submission Status
Standard Record Submission Status
Return Friendly Form Data
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDatabase _id
Field _id
File Upload Type
Record File Trigger Type
Approval Revision
Workflow Approval Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Custom Page
Triggers when a custom page is updated in IntelligenceBank.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFolder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
Return Friendly Custom Fields Data
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlatform URLRequired
Email AddressRequired
PasswordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Database _idRequired
Create Record As Draft
Owner Groups
Owner Division
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Destination Folder _idRequired
Folder NameRequired
Folder Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source _idRequired
Source TypeRequired
Message
XFDF Annotation
Color
Id
Page
X
Y
Type
Content
Resource Type
Start Time
End Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder _idRequired
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
File - TypeRequired
File - Tmp NameRequired
File - SizeRequired
File - Original FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder _idRequired
Resource URLRequired
Resource NameRequired
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Markup Comment _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Compliance Review IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record File ID(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group _idRequired
Group NameRequired
Group Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource _idRequired
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Filter _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workflow Request _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sort by FieldRequired
Sort orderRequired
Max Results (1-100)
ActionThis is an event a Zap performs.SearchFind existing data in your appSort by fieldRequired
Sort orderRequired
Max Results (1-100)Required
Search Keywords
ActionThis is an event a Zap performs.SearchFind existing data in your appRecord File _id
Database _id
Record _id
Field _id
File Upload Type
Ref
Approval Revision
Workflow Approval Status
Sort by FieldRequired
Sort orderRequired
Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder _id
Search Sub-Folders
Sort by FieldRequired
Sort orderRequired
Max Results
Search Keywords
Search Scope
File Extension
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
4. Filtering Condition - Field _id
4. Filtering Condition - Field Type
4. Filtering Condition - Date Range
4. Filtering Condition - Search Value
4. Filtering Condition - Operator
4. Filtering Condition - Union
5. Filtering Condition - Field _id
5. Filtering Condition - Field Type
5. Filtering Condition - Date Range
5. Filtering Condition - Search Value
5. Filtering Condition - Operator
5. Filtering Condition - Union
ActionThis is an event a Zap performs.SearchFind existing data in your appCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Source Item _id
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Sort by FieldRequired
Sort orderRequired
Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSort by fieldRequired
Sort orderRequired
Max Results (1-100)Required
Search Keywords
Template Group _idRequired
Group NameRequired
Group Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Channel
Triggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Username
Highlight Word
Trigger for Bot Messages?
Only Public Channels?
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 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.Conversation IDRequired
Scheduled AsRequired
Scheduled Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
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?
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.Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
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
Display Name
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
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.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message TS (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
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
About IntelligenceBank
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