Relate + Slack
Send channel messages in Slack for newly created notes in Relate
Ensure that none of your team's collaborative efforts go unnoticed with this workflow. When you create a note in Relate, it sends a message straight to your chosen Slack channel. This seamless communication bridge between Relate and Slack increases visibility, fosters teamwork, and keeps everyone in the loop in real-time.
Ensure that none of your team's collaborative efforts go unnoticed with this workflow. When you create a note in Relate, it sends a message straight to your chosen Slack channel. This seamless communication bridge between Relate and Slack increases visibility, fosters teamwork, and keeps everyone in the loop in real-time.
- When this happens...
Note CreatedTriggers when a new note is created. Return note data with custom fields of related lead.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWriteCreate a new record or update an existing record in your app.
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Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entry Created
Triggers when a new Entry is created. Return entry data with fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entry Updated
Triggers when a contact is updated. Return contact data with fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Organization Deleted
Triggers when an organization is deleted. Return organization data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Deleted
Triggers when a note is deleted. Return note data with custom fields of related lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
Organization IDRequired
Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization ID
Contact NameRequired
Contact Title
Contact EmailRequired
Contact Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization IDRequired
Author ID
Author email
Note bodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Company Website
Company Description
Organization Assignee
Contact NameRequired
Contact Title
Contact EmailRequired
Contact Phone
Note
Deal Assignee
Pipeline Stage
Prospect Status
Deal Value
Deal Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
IDRequired
StatusRequired
Assignee
One Time ValueRequired
Recurring ValueRequired
Recurring Value PeriodRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note ID
New note body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
IDRequired
StatusRequired
Assignee
One Time ValueRequired
Recurring ValueRequired
Recurring Value PeriodRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization ID
Organization Name
ActionThis is an event a Zap performs.SearchFind existing data in your appList IDRequired
Organization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization Name
Match Mode
Organization ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Organization Name
Pipeline Stage
Pipeline Name
Pipeline Stage Name
Prospect Status
Prospect Status Name
Deal ValueRequired
Deal Value PeriodRequired
Contact
Deal Assignee
Deal Assignee Email
Deal Note
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization NameRequired
Match Mode
Organization ID
Organization Website
Organization Description
Organization Assignee
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 app
Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Created
Triggers when a new deal is created. Return deal data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Updated
Triggers when a deal is updated. Return deal data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entry Deleted
Triggers when a entry is deleted. Return contact data with fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Organization Created
Triggers when a new organization is created. Return organization data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Created
Triggers when a new note is created. Return note data with custom fields of related lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pipeline Stage Updated
Triggers when a pipeline stage is updated. Return deal data with custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List IDRequired
Contact IDRequired
StatusRequired
Assignee
One Time ValueRequired
Recurring ValueRequired
Recurring Value PeriodRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
Organization IDRequired
Contact ID
StatusRequired
Assignee
One Time ValueRequired
Recurring ValueRequired
Recurring Value PeriodRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Pipeline Stage
Pipeline Name
Pipeline Stage Name
Prospect Status
Prospect Status Name
Deal ValueRequired
Deal Value PeriodRequired
Contact
Deal Assignee
Deal Assignee Email
Deal Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Website
Organization Description
Organization Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Contact
Name
New Name
New Title
Email
New Email
Phone
New Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
New Contact
New Deal Assignee
New Deal Assignee Email
New Pipeline Stage
New Pipeline Name
New Pipeline Stage Name
New Prospect Status
New Prospect Status Name
New Deal Value
New Deal Value Period
New Deal Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
New Organization Name
Organization Website
Organization description
Organization Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Name
Email
Phone
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appList IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Name
Author email
Note body
ActionThis is an event a Zap performs.SearchFind existing data in your appContact NameRequired
Contact EmailRequired
Contact Phone
Contact ID
Organization ID
Contact Title
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganization IDRequired
Organization Name
Author email
Note bodyRequired
Author ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTrigger 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 app
About Relate
Related categories
About Slack
Related categories
Related Zap Templates
- Create deal in Relate and send channel message in Slack for new deals
- Create contacts in Relate from new Slack channel messages
- Update Slack with new messages when pipeline stages are updated in Relate
- Create Slack channel messages for new contacts created in Relate
- Send Slack channel messages when deals get updated in Relate