Send channel messages in Slack for new prospects created in Time To Pet
Streamline your lead management process with this efficient workflow. Whenever a new prospect is created in Time To Pet, a channel message gets sent in Slack. This automation helps your team stay informed about new prospects in real time, enhancing your client onboarding process and ensuring everyone stays in the loop.
Streamline your lead management process with this efficient workflow. Whenever a new prospect is created in Time To Pet, a channel message gets sent in Slack. This automation helps your team stay informed about new prospects in real time, enhancing your client onboarding process and ensuring everyone stays in the loop.
- When this happens...New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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New Client Created
Triggers when a new client is created in Time To Pet.
Try ItNew Staff Created
Triggers when a new Staff is added in your account.
Try ItStaff Created or Updated
Triggers when a staff is created or updated.
Try ItNew Channel
Triggers when a new #channel is created.
Try It
New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Try ItClient Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
Try ItTrigger for Bot Messages?
Optimized data
Try ItChannelRequired
Trigger for Bot Messages?
Optimized data
Try It