This automation scenario allows you to connect Re:plain and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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
Re:plain and Slack can also be integrated using automation tools other than zapier:
When this trigger fires in Re:plain
Triggers when a new message is received in a conversation
Then this action happens in Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
This guide contains information on how to set up an automatic workflow that allows to Send Slack channel messages about new Re:plain customers.
Part I
First, we need to connect Re:plain and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Re:plain to Zapier.
Give Zapier access to your Re:plain account, using Re:plain credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Re:plain
Choose the following trigger: New Message (Triggers when a new message is received in a conversation).
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
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Re:plain 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 about new Re:plain customers!
New message in channels (instant)
Triggers when a new message is posted to a specific #channel you choose.
Triggers when you save a message.
Triggers when you click the "Push to Zapier" button from a message in Slack.
Triggers when a new Slack user is created / first joins your org.
Triggers when a username or highlight word is mentioned in a public #channel.
Triggers when a contacts form is submitted
Triggers when a new message is received in a conversation
Contact form is submitted
New message is received
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