Mobile Tech RX + Slack

"send a new private channel message in Slack when new clients are created in Mobile Tech RX"

Enhance your client engagement process with this efficient method. Upon creating a new client in Mobile Tech RX, this setup immediately dispatches a private message in a preselected Slack channel. This promotes prompt, comprehensive and effective team communication, laying the groundwork for better organizational synergy.

When this happens...
Client Created
Triggers when a client is first created.
TriggerInstant
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Send Private Channel Message
Triggers when a new message is posted to a specific #private-channel or multi-dm.
ActionWrite

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Supported triggers and actions

Client Created
Triggers when a client is first created.
Trigger
Instant
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Client Created/Updated
Triggers when major changes occur to a client, including creation.
Trigger
Instant
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Estimate Created
Triggers when you assign a client to the document for the first time. Triggers only once per document.
Trigger
Instant
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Estimate Re-Opened
Triggers when an estimate is re-opened. This would only happen after the estimate has been closed.
Trigger
Instant
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All Estimate Events
Triggers when anything changes on an estimate, including creation.
Trigger
Instant
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Vehicle Approved on Estimate
Triggers when a vehicle is approved on an estimate.
Trigger
Instant
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Vehicle Removed From Estimate
Triggers when a vehicle is removed from an estimate.
Trigger
Instant
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Invoice Created
Triggers when an invoice is generated from a workorder or manually. Triggers only once per document number.
Trigger
Instant
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Invoice Re-Opened
Triggers when an invoice is re-opened. This would only happen if the invoice was closed.
Trigger
Instant
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Invoice Total Changed
Triggers when an invoice total changed.
Trigger
Instant
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Vehicle Added to Invoice
Triggers when an invoice has a vehicle added.
Trigger
Instant
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Workorder Assigned
Triggers when a technician or work assignment is changed on the workorder.
Trigger
Instant
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Workorder Created
Triggers when a workorder is generated off an estimate or created manually. Triggers only once per document number.
Trigger
Instant
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Workorder Total Changed
Triggers when an workorder total changed.
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Instant
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- Search by ID
- Search by Email
- Search by Phone
- Client Information
- Client Name
- First Name
- Last Name
- Email
- Phone
- Category
- Tax Rate
- Street Address
- City
- State
- ZIP Code
- Country
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- Search QueryRequired
- Optimized data
Trigger
Polling
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- Conversation ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
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- Zap Identifier
- Access type
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- 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

Client Deleted
Triggers when a client is deleted.
Trigger
Instant
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Estimate Closed
Triggers when an estimate is closed.
Trigger
Instant
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Estimate Deleted
Triggers when an estimate is deleted.
Trigger
Instant
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Estimate Total Changed
Triggers when an estimate total changed.
Trigger
Instant
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Vehicle Added to Estimate
Triggers when a vehicle is added to an estimate.
Trigger
Instant
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Vehicle Rejected on Estimate
Triggers when a vehicle is rejected on an estimate.
Trigger
Instant
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Invoice Closed
Triggers when an invoice is closed.
Trigger
Instant
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Invoice Deleted
Triggers when an invoice is deleted.
Trigger
Instant
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Invoice Paid
Triggers when an invoice payment status changes.
Trigger
Instant
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All Invoice Events
Triggers when anything changes on an invoice, including creation.
Trigger
Instant
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Vehicle Removed From Invoice
Triggers when an invoice has a vehicle removed.
Trigger
Instant
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Workorder Closed
Triggers when a workorder is closed.
Trigger
Instant
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Workorder Deleted
Triggers when a workorder is deleted.
Trigger
Instant
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All Workorder Events
Triggers when anything changes on a workorder, including creation.
Trigger
Instant
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- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include Alias
Trigger
Instant
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- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
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- ChannelRequired
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- 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

About Mobile Tech RX

Mobile Tech RX is an estimating and invoicing business management software for Auto Reconditioning businesses.

Related categories

Sales & CRM

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

Related Zap Templates

Send new Mobile Tech RX estimates as private channel messages in Slack

Send private channel messages in Slack when vehicles get approved on estimate in Mobile Tech RX

Mobile Tech RX + Slack

"send a new private channel message in Slack when new clients are created in Mobile Tech RX"

Client Created

Client Created/Updated

Estimate Created

Estimate Re-Opened

All Estimate Events

Vehicle Approved on Estimate

Vehicle Removed From Estimate

Invoice Created

Invoice Re-Opened

Invoice Total Changed

Vehicle Added to Invoice

Workorder Assigned

Workorder Created

Workorder Total Changed

Create or Update Client

Find Estimate

Find User

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

Client Deleted

Estimate Closed

Estimate Deleted

Estimate Total Changed

Vehicle Added to Estimate

Vehicle Rejected on Estimate

Invoice Closed

Invoice Deleted

Invoice Paid

All Invoice Events

Vehicle Removed From Invoice

Workorder Closed

Workorder Deleted

All Workorder Events

Find Client

Find Invoice

Find Workorder

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