AgentMethods + Slack

Send notifications of new AgentMethods form submissions via Slack

Speed up your lead follow-up easily. This Zap will automatically notify a specified Slack channel of new leads and form submissions from your AgentMethods insurance website. Your team can follow the link in the message to view the contact and take action.

When this happens...
New Form Submission
Triggers when new Form submitted from AgentMethods Website.
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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

- Filter ActivitiesRequired
Trigger
Instant
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New Form Submission
Triggers when new Form submitted from AgentMethods Website.
Trigger
Instant
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- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- Source
Action
Write
- Trigger for Bot Messages?
- Optimized data
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Instant
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- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
- User Name
- Shared
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Instant
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- Search QueryRequired
- Optimized data
Trigger
Polling
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- Conversation ID
- Reaction
- Member ID
- Message Author ID
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Instant
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- Zap Identifier
- Access type
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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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- Conversation IDRequired
Action
Write
- ChannelRequired
- UsersRequired
Action
Write
- Allowed Delete Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
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
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

Fetch Email Send Activities
Triggers when scheduled campaigns are sent out.
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Instant
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Website Visit
Triggers when Users visit the AgentMethods Websites.
Trigger
Instant
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- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- create contact if it doesn't existRequired
- Source
Action
Write
New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include Alias
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Instant
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- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
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Instant
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- ChannelRequired
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Instant
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- ChannelRequired
- Trigger for Bot Messages?
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Instant
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New Saved Message
Triggers when you save a message.
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
- 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
- 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
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

About AgentMethods

AgentMethods is a website and online marketing platform built for independent insurance agents.

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

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AgentMethods + Slack

Send notifications of new AgentMethods form submissions via Slack

Fetch Email Open, Click and Unsubscribe Activities

New Form Submission

Create Contact

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

Create Channel

Request Approval

Update Profile

API Request (Beta)

Get Message by Timestamp

Retrieve Thread Messages

Create Private Channel

Get Conversation

Get Message

Find Message

Find User by ID

Find User by Username

Fetch Email Send Activities

Website Visit

Update Contact

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

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 User by Email

Find User by Name

About AgentMethods

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Zapier Interfaces

About Slack

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