Copilot + Slack

Send Slack channel messages for newly activated Copilot clients

Keep your team informed about new client activations with this efficient workflow between Copilot and Slack. When a client is activated in Copilot, a message will be sent to a designated Slack channel, ensuring everyone stays up-to-date on the latest clients. Save time and improve communication by streamlining this process with an easy-to-implement automation.

Keep your team informed about new client activations with this efficient workflow between Copilot and Slack. When a client is activated in Copilot, a message will be sent to a designated Slack channel, ensuring everyone stays up-to-date on the latest clients. Save time and improve communication by streamlining this process with an easy-to-implement automation.

  1. When this happens...
    CopilotCopilot
    Client Activated

    Triggers when a client authenticates in the Copilot for the first time

    TriggerInstant
  2. automatically do this!
    SlackSlack
    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

copilot logo
copilot logo

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn more

Related categories

  • Project Management
slack logo
slack logo

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

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