IRIS CRM + Slack

Send notifications in Slack when IRIS CRM lead statuses are changed

With this automation, you can post a Slack user notification or channel message when an IRIS CRM lead changes from any status to a certain target status. This can be useful when you want to notify your boarding team that a lead is ready to submit to a processor or when you just want to keep a record of certain status changes.

With this automation, you can post a Slack user notification or channel message when an IRIS CRM lead changes from any status to a certain target status. This can be useful when you want to notify your boarding team that a lead is ready to submit to a processor or when you just want to keep a record of certain status changes.

  1. When this happens...
    IRIS CRMIRIS CRM
    Lead Status Updated

    Triggers when a lead's status is updated.

    TriggerInstant
  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

    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
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About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
Learn more

Related categories

  • Payment Processing
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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