Triggers when a specific field on a person changes in your Pipeline CRM account. Select which field to watch.

Creates a new activity (note) on a person, company, or deal. Use this to log meeting notes, call summaries, or any record of interaction — each activity is added to the timeline, not overwritten.

Creates a new calendar task in your Pipeline CRM account.

Creates a new deal in your Pipeline CRM account.

Find an existing user on your Pipeline CRM account.

Updates an existing calendar event in your Pipeline CRM account.

Updates an existing company in your Pipeline CRM account.

Updates an existing person in your Pipeline CRM account.

Find an existing activity or note in your Pipeline CRM account.

Find an existing deal in your Pipeline CRM account.

Find an existing user on your Pipeline CRM account.

Find or Create Deal

Triggers when a new message is posted to any public channel.

Triggers when a new message is posted to a specific #channel you choose.

Triggers when a new file is uploaded to your workspace.

Triggers when a new message is found that matches the query.

Triggers when a reaction (reactji) is added to a message in a public/private channel.

Triggers when a Message is pushed from Slack.

Adds a reminder for yourself or a teammate, just like the

Cancels a message that has been scheduled to be posted.

Post a message or thread reply to a channel. You can also schedule it to send later.

Deletes a Message.

Edits a Canvas.

Creates a new channel.

Sends a message requesting approval. Includes buttons to submit "Approve" or "Decline" responses. Execution will be held until a submission is made, then it will continue to execute.

Update basic profile fields such as name or title

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Retrieves information about a conversation (e.g., public channel, private channel, DM, or group DM).

Gets a particular Slack message using its IDs.

Returns a Message and its list of Reactions.

Finds a user by matching against their email instead of their username.

Finds a user by matching against their real name instead of their username.

Converts an existing company to a customer in your Pipeline CRM account.

Creates a new calendar event in your Pipeline account.

Creates a new company in your Pipeline CRM account.

Creates a new person in your Pipeline CRM account.

Moves a deal to next stage.

Updates an existing calendar task in your Pipeline CRM account.

Updates an existing deal in your Pipeline CRM account.

Uploads a document from a URL and attaches it to a deal, person, or company in your Pipeline CRM account.

Find an existing company in your Pipeline CRM account.

Find an existing person on your Pipeline account.

Find or Create Company

Find or Create Person

Triggers when a custom emoji has been added to a team.

Triggers when a username or highlight word is mentioned in a public #channel.

Triggers when a new member joins a public channel, private channel or multi-person direct message you choose.

Triggers when a new message is posted to a specific #private-channel or multi-dm.

Adds a reaction to a message.

Archives a conversation (e.g., public channel, private channel, DM, or group DM).

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Creates a Canvas.

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Edits a message.

Post a new message to a private channel you choose. Can also schedule a message for later.

Sets the topic on a selected channel.

Sets your Slack status to the given text and emoji.

Returns a list of User IDs representing the members of a conversation (e.g., public channel, private channel, DM, or group DM).

Gets the permalink for a particular Slack message.

Finds a Slack message using the Slack Search feature.

Finds a user by their ID.

Finds a user by their username.