Capsule CRM
Slack
integromat

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.

Categories

Capsule CRM and Slack can also be integrated using automation tools other than integromat:

Diagram

Send Slack messages for new Capsule CRM opportunities
Workflow diagram: Capsule CRM + Slack integration

How it works?

When this trigger fires in Capsule CRM

Capsule CRM

Watch new Opportunities in Capsule CRM

Checks if a new opportunity was created.

Then this action happens in Slack

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.

    Create Make.com account if you don't have one.

  • Connect Capsule CRM to Make.com.

    Connect Capsule CRM to Make.com.

    Give Make.com access to your Capsule CRM account, using Capsule CRM credentials.

  • Connect Slack to Make.com.

    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

    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

    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

    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 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!

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 mention

    Triggers when a username or highlight word is mentioned in a public #channel.

    zapier
    triggerbyzapier
  • Capsule CRM

    Create contact

    Creates a new Person or Organisation.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Capsule CRM

    Create opportunity

    Creates a new Opportunity.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Capsule CRM

    Create a party

    Creates a new party.

    integromat
    actionbyintegromat
  • Capsule CRM

    Create project

    Creates a new Project.

    zapier
    actionbyzapier
  • Capsule CRM

    Create task

    Creates a new Task.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Capsule CRM

    Create a task

    Creates a new task.

    integromat
    actionbyintegromat

Apps you need

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.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.