Post Slack notifications when new leads are created in Salesforce
How it works New lead is created in Salesforce. Workato posts a message in Slack with the lead details.
Region
- United States
- DACH (Germany, Austria, Switzerland)
- UKI (United Kingdom and Ireland)
- Asia
Technology Solutions
- API
- Cloud Services
Industry Specialty
- Software & Technology
- Professional & Business Services
Application Speciality
- Salesforce
- HubSpot
- Slack
Slack integrates with Workato
Slack is where work flows. It's where the people you need, the information you share, and the tools you use come together to get things done. Slack is on a mission to make people's working lives simpler, more pleasant and more productive. It is the productivity platform for customer companies that improves performance by empowering everyone with no-code automation, making search and knowledge sharing seamless, and keeping teams connected and engaged as they move work forward together. As part of Salesforce, Slack is deeply integrated into the Salesforce Customer 360, supercharging productivity across sales, service and marketing teams
Workato and Slack
Workbot is the no-code, enterprise bot for Slack
Workbot is Workato’s Enterprise bot for Slack: and it’s absolutely no-code. With Workbot, you can trigger and manage automated workflows in other applications without leaving the familiar Slack interface.
Many companies, including Slack itself, use Workbot to manage pesky manual steps. Instead of switching between applications to complete these steps, Workbot lets you do it all in Slack
Use Cases
Post Slack message when new rows are added in Google Sheets
How it works When a new row is added to Google Sheets, Workato will post a message in Slack. Requirements To test this recipe, copy the sample Google Sheet here to your Google Drive account.
Notify Slack channel for High or Highest priority Jira tickets
How it works When a new ticket is filed in Jira with 'High' or 'Highest' priority, notify the specified Slack channel. This recipe only processes tickets in Jira that are of at least a 'High' priority. Trigger: New ticket in Jira Action: Post message to Slack channel Configurations During recipe setup, enter the name of the Slack channel to send notifications to.
New/Updated Jira Issue will create/update ServiceNow Incident with attachments (Real - Time)
How it works Recipe Title : Bi-directional sync from Jira Issue to ServiceNow Incident **Important Notes : ** This recipe works together with New/Updated Incident will create/update Jira issue with attachments (Real - Time) Please Read through this Description before starting the recipe. What this recipe Does : Picks up new/updated issue that is created/updated by the user Check to see if the incident is already present, Create if it is not present and update if it is
New comment in Wrike with @mentioned user will send Slack message to the user
How it works When a user is @mentioned in a comment in Wrike, a Slack message will be sent to this user. Trigger Whenever a person is @mentioned in a comment in Wrike. Actions Search for the Wrike comment in which user(s) were @mentioned. To map the user details between Wrike and Slack so that we can send the Slack message to relevant users: Create a list of all users @mentioned in the Wrike comment Create/Update a table of all Wrike users' usernames and their associated email ids. Create/Upd
Closed priority JIRA issues send notifications to Slack channel
How it works Recipe details This recipe triggers when a JIRA or Service Desk issue meets 3 conditions: Status of the issue is 'Done' Priority of the issue is 'Highest' Labels do not include the tag 'closed_in_slack' If all above conditions are met, a notification about the closed issue will be posted in the specified channel in Slack. The issue is then updated with the label 'closed_in_slack' so that no further notification will be posted about it. Required parameters From: determine the date