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.
Categories
Accelo and Slack can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Accelo
Task Assigned in Accelo
Triggers when a task is assigned.
Then this action happens in 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 if you don't have one.
Connect Accelo to Zapier.
Give Zapier access to your Accelo account, using Accelo credentials.
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
Choose the following trigger: Task Assigned (Triggers when a task is assigned.).
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
Configure the data that is exchanged between Accelo and Slack.
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!
Related Automation Templates
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectalbatoNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Create/update contact
Creates a new contact or updates a contact if it already exists.
actionbyzapierCreate request
Creates a new request. If the request's contact does not exist, a new one will be created for you.
actionbyzapierintegratelypipedreamCreate sale
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
actionbyzapierintegratelyCreate timer
Starts a new timer.
actionbyzapierintegratelyPause timers
Pauses any active timers.
actionbyzapierintegratelyLookup webhook resource
Lookup a webhook's resource.
actionbyzapier
Apps you need
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 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 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.
