Accelo
Slack
zapier

An automated workflow using zapier

Connects Accelo + Slack

Send Slack channel messages when new Accelo tasks are assigned

About this workflow template

This automation scenario allows you to connect Accelo and Slack

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Accelo and Slack can also be integrated using automation tools other than zapier:

Diagram

Send Slack channel messages when new Accelo tasks are assigned
Workflow diagram: Accelo + Slack integration

How it works?

When this trigger fires in Accelo

Accelo

Task Assigned in Accelo

Triggers when a task is assigned.

Then this action happens in Slack

Slack

Send Channel Message in Slack

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

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send Slack channel messages when new Accelo tasks are assigned.

Part I

Configure Applications

First, we need to connect Accelo and Slack to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Accelo to Zapier.

    Connect Accelo to Zapier.

    Give Zapier access to your Accelo account, using Accelo credentials.

  • Connect Slack to Zapier.

    Connect Slack to Zapier.

    Give Zapier access to your Slack account, using Slack credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Accelo

    Set up a Trigger action for Accelo

    Choose the following trigger: Task Assigned (Triggers when a task is assigned.).

  • Then set up an Action for Slack

    Then set up an Action for Slack

    Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Accelo and Slack.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Send Slack channel messages when new Accelo tasks are assigned!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

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

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Slack

    New reaction added

    Triggers when a reaction (aka reactji) is added to a message in a public #channel.

    zapier
    triggerbyzapier
  • Accelo

    Create/update contact

    Creates a new contact or updates a contact if it already exists.

    zapier
    actionbyzapier
  • Accelo

    Create request

    Creates a new request. If the request's contact does not exist, a new one will be created for you.

    zapierintegratelypipedream
    actionbyzapierintegratelypipedream
  • Accelo

    Create sale

    Creates a new sale. If the sale's contact does not exist, a new one will be created for you.

    zapierintegrately
    actionbyzapierintegrately
  • Accelo

    Create timer

    Starts a new timer.

    zapierintegrately
    actionbyzapierintegrately
  • Accelo

    Pause timers

    Pauses any active timers.

    zapierintegrately
    actionbyzapierintegrately
  • Accelo

    Lookup webhook resource

    Lookup a webhook's resource.

    zapier
    actionbyzapier

Apps you need

Accelo

Accelo

Project Management

A professional service automation (PSA) platform

Automate and streamline your service operations with Accelo's end-to-end cloud-based platform. Manage all aspects of client work delivery, from prospect to payment.

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.