"send direct messages in Slack for new prospects created in Time To Pet"
Streamline your communication process with this workflow that activates whenever a new prospect is added in Time To Pet. Once a new entry is created, a personalized direct message is promptly sent through Slack, ensuring your team stays updated on the latest potential clients. This automation saves you time, simplifies your client management, and keeps your team informed, making the transition from prospect to client smoother.
Streamline your communication process with this workflow that activates whenever a new prospect is added in Time To Pet. Once a new entry is created, a personalized direct message is promptly sent through Slack, ensuring your team stays updated on the latest potential clients. This automation saves you time, simplifies your client management, and keeps your team informed, making the transition from prospect to client smoother.
- When this happens...New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
- automatically do this!Send Direct Message
Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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New Client Created
Triggers when a new client is created in Time To Pet.
Try ItNew Staff Created
Triggers when a new Staff is added in your account.
Try ItStaff Created or Updated
Triggers when a staff is created or updated.
Try ItNew Channel
Triggers when a new #channel is created.
Try It
New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Try ItClient Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
Try ItTrigger for Bot Messages?
Optimized data
Try ItChannelRequired
Trigger for Bot Messages?
Optimized data
Try It