Slack + umsatz.io

Modify deal stages in umsatz.io and send direct messages in Slack

Streamline your sales process with this automation that goes into effect the moment you modify the stage of a Deal in umsatz.io. With every updated status, this workflow fires a direct message in Slack promptly. Such a real-time update through Slack ensures your team stays in the loop about the sales progress, fostering improved collaboration and quicker response times. Make your sales process more efficient and coherent by adopting this automation.

When this happens...
Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
TriggerInstant
automatically do this!
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

Modify a Contact Property
Triggers when a contact property is filled or edited.
Trigger
Instant
Try It
New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created in the system.
Trigger
Instant
Try It
Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
Trigger
Instant
Try It
- DealnameRequired
- Note (optional)
Action
Write

- Deal IdRequired
- Dealname
- Note (optional)
Action
Write
Find Contact by Id
Find contact by id
Action
Search

Find Deal by Id
Find deal by id
Action
Search
- EmailRequired
- Note (optional)
Action
Search or write
New Channel
Triggers when a new #channel is created.
Trigger
Instant
Try It
- Include Alias
Trigger
Instant
Try It
- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
Try It
- ChannelRequired
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- Conversation IDRequired
- Scheduled AsRequired
- Scheduled Message IDRequired
Action
Write
- 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
Action
Write
- 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
Action
Write
- Channel NameRequired
Action
Write
- 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
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Conversation IDRequired
- Message TS (ID)Required
Action
Search
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

Modify a Deal Property
Triggers when a deal property is filled or edited.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created in the system.
Trigger
Instant
Try It
New Form Submission
Triggers when a new form is submitted in the system.
Trigger
Instant
Try It
- Note (optional)
Action
Write
- Note (optional)
Action
Write
- EmailRequired
Action
Search
- EmailRequired
Action
Search
- QueryRequired
Action
Search
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- Search QueryRequired
- Optimized data
Trigger
Polling
Try It
- Conversation ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
Try It
- Zap Identifier
- Access type
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- Conversation IDRequired
Action
Write
- ChannelRequired
- UsersRequired
Action
Write
- Allowed Delete Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
Action
Write
- Allowed Edit Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- 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?
Action
Write
- ChannelRequired
- TopicRequired
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
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.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
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.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

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

Similar apps

About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.

Learn more

Related categories

Sales & CRM

Related Zap Templates

"send channel messages in Slack for new form submissions in umsatz.io"

Modify deal stages in umsatz.io and send channel messages in Slack

Slack + umsatz.io

Modify deal stages in umsatz.io and send direct messages in Slack

Modify a Contact Property

New Activity

New Deal

Modify the Stage of a Deal

Create Deal

Update Deal (Per Deal-Id)

Find Contact by Id

Find Deal by Id

Find or Create a Contact

New Channel

New Team Custom Emoji

New Mention

New Channel Member

New Message Posted to Private Channel

New Saved Message

Add Reminder

Cancel Scheduled Message

Send Channel Message

Send Direct Message

Create Channel

Request Approval

Update Profile

API Request (Beta)

Get Message by Timestamp

Retrieve Thread Messages

Create Private Channel

Get Conversation

Get Message

Get Message Reactions

Find User by Email

Find User by Name

Modify a Deal Property

New Contact

New Form Submission

Create Contact

Update Contact(By Contact-Id)

Find Contact by Email

Find Related Deals by Email

Search Contact

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Reaction Added

New Pushed Message

New User

Archive Conversation

Invite User to Channel

Delete Message

Edit Message

Send Private Channel Message

Set Channel Topic

Set Status

Remove User from Channel

Edit Message

Find Public Channel

Delete Message

Get Conversation Members

Get Message Permalink

Find Message

Find User by ID

Find User by Username

About Slack

Related categories

Similar apps

Chatwork

Microsoft Teams

Twist

About umsatz.io

Related categories

Related Zap Templates

Related Zap Templates