An automated workflow using integromat
Connects Capsule CRM + Slack
Send Slack messages for new Capsule CRM opportunities
About this workflow template
This automation scenario allows you to connect Capsule CRM and Slack
It can be build using Integromat, a no-code workflow automation tool. Integromat 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.
Capsule CRM and Slack can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Capsule CRM
Watch new Opportunities in Capsule CRM
Checks if a new opportunity was created.
Then this action happens in Slack
Create a Message in Slack
Creates a message.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send Slack messages for new Capsule CRM opportunities.
Part I
Configure Applications
First, we need to connect Capsule CRM and Slack to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Capsule CRM to Make.com.
Give Make.com access to your Capsule CRM account, using Capsule CRM credentials.
Connect Slack to Make.com.
Give Make.com 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 Make.com.
Set up a Trigger action for Capsule CRM
Choose the following trigger: Watch new Opportunities (Checks if a new opportunity was created.).
Then set up an Action for Slack
Choose this action: Create a Message (Creates a message.).
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 Capsule CRM 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 messages for new Capsule CRM opportunities!
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 reaction added
Triggers when a reaction (aka reactji) is added to a message in a public #channel.
triggerbyzapier
Create contact
Creates a new Person or Organisation.
actionbyzapierpabbly-connectCreate opportunity
Creates a new Opportunity.
actionbyzapierintegratelypabbly-connectCreate a party
Creates a new party.
actionbyintegromatCreate project
Creates a new Project.
actionbyzapierCreate task
Creates a new Task.
actionbyzapierintegratelypabbly-connectCreate a task
Creates a new task.
actionbyintegromat
Apps you need
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.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
