Elements Financial Advisor Tools + Slack

Send Slack direct messages for new prospects in Elements Financial Monitoring System

Stay informed about your prospect pipeline and enhance team communication with this workflow. When a new prospect is added to the Elements Financial Monitoring System app, it triggers a direct message to be sent in Slack. Keep your team updated about potential clients and improve collaboration with this seamless, time-saving automation.

Stay informed about your prospect pipeline and enhance team communication with this workflow. When a new prospect is added to the Elements Financial Monitoring System app, it triggers a direct message to be sent in Slack. Keep your team updated about potential clients and improve collaboration with this seamless, time-saving automation.

  1. When this happens...
    Elements Financial Advisor ToolsElements Financial Advisor Tools
    New Prospect

    Triggers when a new prospect is added to Elements.

    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

    • 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
elements-financial-advisor logo
elements-financial-advisor logo

About Elements Financial Advisor Tools

Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.

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  • Forms & Surveys

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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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