An automated workflow using integromat
Connects Customerly + Slack
Send messages to Slack when users unsubscribe in Customerly
About this workflow template
This automation scenario allows you to connect Customerly 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
Customerly and Slack can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Customerly
Universal Trigger in Customerly
Triggers when the entity to which you attached the webhook is executed.
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 messages to Slack when users unsubscribe in Customerly.
Part I
Configure Applications
First, we need to connect Customerly and Slack to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Customerly to Make.com.
Give Make.com access to your Customerly account, using Customerly 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 Customerly
Choose the following trigger: Universal Trigger (Triggers when the entity to which you attached the webhook is executed.).
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 Customerly 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 messages to Slack when users unsubscribe in Customerly!
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 / update a lead
Creates or updates a lead.
actionbyintegromatCreate/update lead
Creates or updates a lead.
actionbyzapierAdd user tag
Attach a tag to an existing user or lead.
actionbyzapierpabbly-connectCreate / update a user
Creates or updates a user.
actionbyintegromatCreate/update user
Creates or updates a new user.
actionbyzapierAdd a tag / untag
Adds or deletes a user or lead tag.
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.
