Pluto + Slack + Filter by Zapier

Invite users to Slack channels when new deals are won in Pluto

Never miss the moment to engage a new client! When a deal is marked as Won in Pluto, this integration automatically invites the deal’s contact to a specified Slack channel — helping your team welcome clients, kick off onboarding, or start collaboration instantly.

When this happens...
Deal Status Changed
Triggers when a deal is marked as won or lost in Pluto.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Invite User to Channel
Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.
ActionWrite

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Supported triggers and actions

Tag Added to Contact
Triggers when a contact is added to a tag in Pluto.
Trigger
Instant
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Deal Status Changed
Triggers when a deal is marked as won or lost in Pluto.
Trigger
Instant
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New Deal Created
Triggers when a new deal is added to a pipeline in Pluto.
Trigger
Instant
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Tag Removed From Contact
Triggers when a tag is removed from a contact in Pluto.
Trigger
Instant
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- NoteRequired
- Email
- Phone
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Company Name
Action
Write

- Phone
- Email
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Url
- Company Name
- Birth Date
- Anniversary Date
Action
Write
- TagRequired
- Email
- Phone
Action
Write

- Only continue if...Required
Action
Filter
New Channel
Triggers when a new #channel is created.
Trigger
Instant
Try It
- Include Alias
Trigger
Instant
Try It
- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
Try It
- ChannelRequired
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- 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
- 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
- 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

Deal Stage Changed
Triggers when a deal is moved to a new stage in Pluto.
Trigger
Instant
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New Contact Added
Triggers when a new contact is added in Pluto.
Trigger
Instant
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New Note Created
Triggers when a new note is created in Pluto.
Trigger
Instant
Try It
- CampaignRequired
- Email
- Phone
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Company Name
Action
Write
- TagRequired
- Email
- Phone
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Company Name
Action
Write
- Deal Title
- Deal ValueRequired
- Insurance Company
- Policy Name
- Expected Closing Date
- Email
- Phone
- First Name
- Last Name
- Country
- Address
- State
- City
- Zip
- Company Name
- Deal Status
Action
Write
- Email
- Phone
Action
Write
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- Search QueryRequired
- Optimized data
Trigger
Polling
Try It
- Conversation ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
Try It
- 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
Try It
- Conversation IDRequired
Action
Write
- ChannelRequired
- UsersRequired
Action
Write
- Allowed Delete Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
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
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

About Pluto

Pluto is a CRM and marketing automation platform designed for insurance agents.

Related categories

CRM (Customer Relationship Management)

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 Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn more

Pluto + Slack + Filter by Zapier

Invite users to Slack channels when new deals are won in Pluto

Tag Added to Contact

Deal Status Changed

New Deal Created

Tag Removed From Contact

Create a Note

Create/Update a Contact

Remove Tag From Contact

Only continue if...

New Channel

New Team Custom Emoji

New Mention

New Channel Member

New Message Posted to Private Channel

New Saved Message

Add Reminder

Cancel Scheduled Message

Send Channel Message

Send Direct Message

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

Deal Stage Changed

New Contact Added

New Note Created

Add Contact to Campaign

Add a Tag to Contact

Create a Deal

Stop All Campaigns

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Reaction Added

New Pushed Message

New User

Archive Conversation

Invite User to Channel

Delete 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

About Pluto

Related categories

About Slack

Related categories

Similar apps

Chatwork

Microsoft Teams

Twist

About Filter by Zapier

Related categories