An automated workflow using integromat
Connects Service Provider Pro + Slack
Send messages to Slack for new Service Provider Pro orders
About this workflow template
This automation scenario allows you to connect Service Provider Pro 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
Service Provider Pro and Slack can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Service Provider Pro
Watch Orders in Service Provider Pro
Triggers when a new order is created or updated or order status changed or order is tagged.
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 for new Service Provider Pro orders.
Part I
Configure Applications
First, we need to connect Service Provider Pro and Slack to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Service Provider Pro to Make.com.
Give Make.com access to your Service Provider Pro account, using Service Provider Pro 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 Service Provider Pro
Choose the following trigger: Watch Orders (Triggers when a new order is created or updated or order status changed or order is tagged.).
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 Service Provider Pro 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 for new Service Provider Pro orders!
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
Send message
Sends a message to the client or team.
actionbyzapierAdd tag
Adds a tag to an order.
actionbyzapierUpdate order status
Updates order status.
actionbyzapierCreate an order message
Creates an order message.
actionbyintegromatDelete an order message
Deletes an order message.
actionbyintegromatMake an api call
Performs an arbitrary authorized API call.
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.
