Perfex CRM + Slack

Send Slack direct messages for new Perfex CRM tickets

Stay in the loop with team updates when there's a new ticket in Perfex CRM. This workflow sends a direct message in Slack, keeping your team informed instantly. This not only alleviates the need for manual info-sharing but also ensures prompt team collaboration in addressing customer concerns. A streamlined way to maintain real-time awareness and boost team efficiency.

Stay in the loop with team updates when there's a new ticket in Perfex CRM. This workflow sends a direct message in Slack, keeping your team informed instantly. This not only alleviates the need for manual info-sharing but also ensures prompt team collaboration in addressing customer concerns. A streamlined way to maintain real-time awareness and boost team efficiency.

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

    Triggers when a new Ticket is created.

    TriggerPolling
  2. automatically do this!
    SlackSlack
    Send Direct Message

    Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

    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.
Learn more

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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