Find accounts and create deals in c2a from newly pushed Slack messages
Whenever you click the "Push to Zapier" button on Slack, c2a will search for a account and create a deal for it automatically.
Whenever you click the "Push to Zapier" button on Slack, c2a will search for a account and create a deal for it automatically.
- When this happens...New Pushed Message
Triggers when a Message is pushed from Slack.
TriggerInstantThis event starts a Zap instantly. - automatically do this...Find Account
Finds an Account using name, additional identified field 1-4, PESEL, NIP or External ID.
ActionSearchFind existing data in your app - then do this!Create Deal
Creates new Deal
ActionWriteCreate a new record or update an existing record in your app.
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Trigger 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 appUnanswered Call
Triggers when a unanswered Call is occurs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.External ID
NameRequired
PESEL
NIP
REGON
KRS
NRB
Additional Identifier 1
Additional Identifier 2
Additional Identifier 3
Additional Identifier 4
Legal Personality
Relation Status
Trade
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External ID
Subject TypeRequired
Subject IDRequired
Address Type
Address Status
Street
City
Postcode
Country
Country Code
Province
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External ID
AccountRequired
Campaign
Deal Type
Deal status
Deal Source
Deal Source Channel
Deal Category
Amount
DescriptionRequired
Scheduled atRequired
Tag list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External ID
Subject IDRequired
Subject TypeRequired
Task TypeRequired
Campaign
Max triesRequired
Min range between triesRequired
Scheduled atRequired
Finished atRequired
Next try atRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone numberRequired
MessageRequired
Integrated Application (SMS presentation)
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
External ID
Name
Phone number
Email
Additional identifier 1
Additional identifier 2
Additional identifier 3
Additional identifier 4
Relation status
Trade
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 appSynchronized Call
Triggers when a call was synchronized.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Outgoing Call
Triggers when a new outgoing call is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.External id
LabelRequired
Description
Location
Fullday
Date from
Date to
Campaign
Whole organization
Tag list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
External ID
Name
Number
E-mail
Additional identifier 1
Additional identifier2
Additional identifier 3
Blocked all actions
Used to phone call
Used to sms
Used to vms
Used to fax
Used to email
Role list
Default
Active
Overwrite existing?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External ID
Name
Phone number
Email
Additional identifier 1
Additional identifier 2
Additional identifier 3
Additional identifier 4
Relation status
Trade
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone numberRequired
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
External ID
NameRequired
PESEL
NIP
REGON
KRS
NRB
Additional Identifier 1
Additional Identifier 2
Additional Identifier 3
Additional Identifier 4
Legal Personality
Relation Status
Trade
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