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.
- When this happens...
Lead Status UpdatedTriggers when a lead's status is updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send Direct MessageSends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
ActionWriteCreate a new record or update an existing record in your app.
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Info
Current StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Current StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Current StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Previous StatusRequired
New StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Previous Type(s)
New Type(s)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Ticket ID
Comment text
Comment text
Visible for Merchants?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Note TabRequired
Sticky or not?Required
Note contentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
GroupRequired
StatusRequired
Assign User(s)Required
Assign User's Manager(s)
Campaign
Source
Other lead fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Lead Email FieldRequired
Email templateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
New Group
New Campaign
New Source
Other lead fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Ticket ID
Ticket type
Subject
Description
Ticket Status
Outcome
Priority
Channel ID
Assign User(s)
Assign type
Assign to
Group
Visible for Merchants?
Due date
Checklist
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger 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.
List Canvas Sections
Returns a list of the Sections in a Canvas.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSearch 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.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.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.Canvas IDRequired
OperationRequired
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
Lead Deleted
Triggers when a lead is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Current StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Restored
Triggers when a lead is restored.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Updated
Triggers when a lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
File TabRequired
File LabelRequired
File NameRequired
File SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Assign User(s)Required
Assign User's Manager(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Ticket typeRequired
SubjectRequired
Description
Priority
Channel ID
Assign User(s)
Assign typeRequired
Assign toRequired
Group
Visible for Merchants?
Due date
Checklist
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Lead Phone FieldRequired
SMS templateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
New StatusRequired
New GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
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.New Channel
Triggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Canvases
Returns a list of the Canvases in the workspace.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUsername
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.ChannelRequired
MessageRequired
ReactionRequired
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.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.Title
Content
Channel 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.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 IRIS CRM
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