Hubflo + Slack
Send direct messages in Slack for new tasks by client in Hubflo
Make project management and team collaboration seamless with this workflow. When a new task is assigned by a client in Hubflo, a direct message will be automatically sent within Slack. This efficient system ensures that every team member is immediately updated about new tasks, enhancing productivity and responsiveness. Take advantage of this integration to stay on top of your project management game.
Make project management and team collaboration seamless with this workflow. When a new task is assigned by a client in Hubflo, a direct message will be automatically sent within Slack. This efficient system ensures that every team member is immediately updated about new tasks, enhancing productivity and responsiveness. Take advantage of this integration to stay on top of your project management game.
- When this happens...
New Task (By Client)Triggers when a new task is created by a client.
TriggerInstantThis event starts a Zap instantly. - 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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Client Invited to Portal
Triggers when a new invitation to the portal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Chatroom
Triggers when a new chatroom is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File Uploaded
Triggers when a new file is uploaded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File Uploaded (By Client)
Triggers when a new file is uploaded by client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Form
Triggers when a new form is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Issued Invoice
Triggers when a new invoice is issued (non draft).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Smartdoc
Triggers when a new smartdoc is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task (By Client)
Triggers when a new task is created by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Workspace
Triggers when a new workspace is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Proposal Accepted
Triggers when a proposal is accepted
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSmartdoc Sent
Triggers when a smartdoc is sent to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed (By Client)
Triggers when a task is mark as completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.task idRequired
bodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.workspace idRequired
titleRequired
urlRequired
library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.invoice idRequired
URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.full nameRequired
first name
last name
email
phone
secondary phone
contact type
priority
address
postal code
city
state
country
job title
url linkedin
owner idRequired
company id
company name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.task_idRequired
file_id
library
title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.titleRequired
contentRequired
projects
contacts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.projectRequired
project section templateRequired
Make task visible in workspace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.nameRequired
description
date
completed
project
contact
workspace
assignees
clickup id
clients
tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IDRequired
Folder nameRequired
Parent ID (for subfolders)
description
locked
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.form_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.invoice idRequired
paid atRequired
payment methodRequired
paid amountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.task_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.form idRequired
contact idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.smartdoc idRequired
contact idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.company_idRequired
name
business description
company email
address
postal code
city
state
country
staff
siret
vat number
website
url linkedin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.workspace idRequired
titleRequired
urlRequired
display_mode
library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.task_idRequired
name
description
date
completed
project
contact
workspace
assignees
clients
tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.workspace idRequired
locked
description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.find contact by
ActionThis is an event a Zap performs.SearchFind existing data in your appworkspaceRequired
title
ActionThis is an event a Zap performs.SearchFind existing data in your appproject_idRequired
name
ActionThis is an event a Zap performs.SearchFind existing data in your appoverdue
project_id
contact_id
assignee_id
creator_type
completed
parent_id
ActionThis is an event a Zap performs.SearchFind existing data in your appContact
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appform idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTemplate IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your apptask_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appemail
role
ActionThis is an event a Zap performs.SearchFind existing data in your appfind contact by
full nameRequired
first name
last name
email
phone
secondary phone
contact type
priority
address
postal code
city
state
country
job title
url linkedin
owner idRequired
company id
company name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind workspace byRequired
titleRequired
subtitle
welcome_message
new chat room
users
project
template
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New 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
Client Signed Up to Portal
Triggers when a client complete invitation to the portal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Form Completed (By Client)
Trigger when a form is completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Overdue
Triggers when an invoice is overdue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Sent
Triggers when a message is sent in a chatroom
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Comment on a Task
Triggers when a new comment is created on a task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File Added to Task
Triggers when a new file is added to a task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Issued Proposal
Triggers when a new proposal is issued (non draft).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Proposal
Triggers when a new proposal is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time Log
Triggers when a new time log is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProject Stage Updated
Triggers when a project stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Smartdoc Completed
Triggers when a smartdoc is completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed
Triggers when a task is mark as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.invoice idRequired
accounting id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.workspace idRequired
titleRequired
urlRequired
display mode
library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.chat_room_idRequired
participant_typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.nameRequired
business description
company email
address
postal_code
city
state
country
staff
siret
vat number
website
url linkedin
ownerRequired
Hubspot ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.workspaceRequired
contactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.description
date
duration in minutesRequired
billableRequired
hourly rate
hourly cost
project id
task id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.nameRequired
estimated revenue
start date
end date
ownerRequired
primary contact
project typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Description
Quote comment
Author IdRequired
Project IdRequired
Expires in days
Payment Terms
Contact Ids
Payment Methods
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.titleRequired
subtitle
welcome_message
new chat room
users
project
template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.workspaceRequired
titleRequired
contentRequired
parent_id
New
library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.time log idRequired
description
date
duration in minutesRequired
billable
hourly rate
hourly cost
project id
task id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.company idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.form idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.workspace_idRequired
contact_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.chatroom idRequired
bodyRequired
private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.workspace idRequired
titleRequired
subtitle
welcome message
chat room id
project id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.contact_idRequired
full name
first name
last name
email
phone
secondary phone
contact type
priority
address
postal code
city
state
country
job title
url linkedin
company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.project_idRequired
name
estimated revenue
start date
end date
owner
primary contact
project type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.workspace_idRequired
title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
contact id
ActionThis is an event a Zap performs.SearchFind existing data in your applibrary
type
workspace_id
ActionThis is an event a Zap performs.SearchFind existing data in your appfind project byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appform_idRequired
status
ActionThis is an event a Zap performs.SearchFind existing data in your appFind workspace byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
Phone
ActionThis is an event a Zap performs.SearchFind existing data in your appproposal idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appinvoice idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appchat_room_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChatroomRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appfind project byRequired
nameRequired
estimated revenue
start date
end date
ownerRequired
primary contact
project typeRequired
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
Related categories
