Outfield + Slack
Send Slack messages for new Outfield accounts
With this workflow, whenever a new account is created in Outfield, a channel message is instantly sent in Slack. It makes it easy to keep your team in the loop about the latest client updates, so everyone stays aligned without any manual effort. Use it to streamline your communication and boost collaboration across your organization.
With this workflow, whenever a new account is created in Outfield, a channel message is instantly sent in Slack. It makes it easy to keep your team in the loop about the latest client updates, so everyone stays aligned without any manual effort. Use it to streamline your communication and boost collaboration across your organization.
- When this happens...
New AccountTriggers when a new account is created, i.e. either a place or a contact.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWriteCreate a new record or update an existing record in your app.
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Default Fields
Get default fields for dropdown
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeam Member (optional)
Activity Type (optional)
Form (optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPoint System Specs
Get point system specs for dropdown
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAccount NameRequired
Account TypeRequired
Title (optional)
Address Street1 (optional)
Address Street2 (optional)
Address City (optional)
Address State/Region (optional)
Address Postal Code (optional)
Address Country (optional)
Address Latitude (optional)
Address Longitude (optional)
Phone (optional)
Email (optional)
Website (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
Calendar Event TypeRequired
Team MemberRequired
Start TimeRequired
End TimeRequired
Title (optional)
Notes (optional)
Required Forms (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal Name (optional)
Team Member (optional)
Deal Stage (optional)
Account ID (optional)
Lead Contact ID (optional)
Deal Notes (optional)
Order Date (optional)
Order Due Date (optional)
Order Payment Term (optional)
Order Bill To (optional)
Order Memo (optional)
Order Payment Instructions (optional)
Order Notes (optional)
Name
Value
Label/Name
Quantity
Product Variation SKU (optional)
Price/Unit
Line Item Discount
Order Discount
Order Tax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID (optional)
Account NameRequired
Account TypeRequired
Title (optional)
Address Street 1 (optional)
Address Street 2 (optional)
Address City (optional)
Address State/Region (optional)
Address Postal Code (optional)
Address Country (optional)
Address Latitude (optional)
Address Longitude (optional)
Phone (optional)
Email (optional)
Website (optional)
Default Field ID
Default Field Value
ID
Name
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Account IDRequired
Calendar Event TypeRequired
Team MemberRequired
Start TimeRequired
End TimeRequired
Title (optional)
Notes (optional)
Required Forms (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Deal Name (optional)
Team Member (optional)
Deal Stage (optional)
Account ID (optional)
Lead Contact ID (optional)
Deal Notes (optional)
Order Date (optional)
Order Due Date (optional)
Order Payment Term (optional)
Order Bill To (optional)
Order Memo (optional)
Order Payment Instructions (optional)
Order Notes (optional)
Name
Value
Label/Name
Quantity
Product Variation SKU (optional)
Price/Unit
Line Item Discount
Order Discount
Order Tax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team MemberRequired
Point System SpecRequired
Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SearchRequired
Account Type (optional)
Team Member (optional)
Account ID (optional)
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
Account TypeRequired
Team Member (optional)
Account ID (optional)
Account NameRequired
Title (optional)
Address Street1 (optional)
Address Street2 (optional)
Address City (optional)
Address State/Region (optional)
Address Postal Code (optional)
Address Country (optional)
Address Latitude (optional)
Address Longitude (optional)
Phone (optional)
Email (optional)
Website (optional)
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
Account TypeRequired
Team Member (optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeam Member (optional)
Activity Type (optional)
Form (optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planActivity TypeRequired
Team MemberRequired
Account ID (Required Unless Task)
Title (optional)
Notes (optional)
Start Time (optional)
End Time (optional)
Reported Duration (in seconds) (optional)
Start Latitude (optional)
Start Longitude (optional)
End Latitude (optional)
End Longitude (optional)
Call Result (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal Name (optional)
Deal Amount (optional)
Team Member (optional)
Deal Stage (optional)
Account ID (optional)
Lead Contact ID (optional)
Notes (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TitleRequired
Due Date & TimeRequired
Team MemberRequired
Account ID (optional)
Notes (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID (optional)
Activity TypeRequired
Team MemberRequired
Account ID (Required Unless Task)
Title (optional)
Notes (optional)
Start Time (optional)
End Time (optional)
Reported Duration (in seconds) (optional)
Start Latitude (optional)
Start Longitude (optional)
End Latitude (optional)
End Longitude (optional)
Call Result (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Deal Name (optional)
Deal Amount (optional)
Team Member (optional)
Deal Stage (optional)
Account ID (optional)
Lead Contact ID (optional)
Notes (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Task TitleRequired
Due Date & TimeRequired
Team MemberRequired
Account ID (optional)
Notes (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner Type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTrigger 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
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