Perfex CRM + Slack

Send Slack channel messages for new tasks in Perfex CRM

Stay on top of new tasks in Perfex CRM and facilitate instant communication within your team. With this workflow, each time a new task is created in Perfex CRM, a channel message gets sent in Slack. It ensures your team remains informed and coordinated, providing a seamless method to manage tasks more efficiently.

Stay on top of new tasks in Perfex CRM and facilitate instant communication within your team. With this workflow, each time a new task is created in Perfex CRM, a channel message gets sent in Slack. It ensures your team remains informed and coordinated, providing a seamless method to manage tasks more efficiently.

  1. When this happens...
    Perfex CRMPerfex CRM
    New Task

    Triggers when a new task is created.

    TriggerPolling
  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

perfex-crm logo
perfex-crm logo

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.
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Related categories

  • CRM (Customer Relationship 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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