An automated workflow using zapier
Connects SweepBright + Slack
Create Slack reminders when new feedback is added to SweepBright leads
About this workflow template
This automation scenario allows you to connect SweepBright and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier 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.
Diagram
How it works?
When this trigger fires in SweepBright
Feedback Added to Interaction in SweepBright
Triggers when feedback is added to an interaction.
Then this action happens in Slack
Add Reminder in Slack
Adds a reminder for yourself or a teammate, just like the `/remind` slash command.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Slack reminders when new feedback is added to SweepBright leads.
Part I
Configure Applications
First, we need to connect SweepBright and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect SweepBright to Zapier.
Give Zapier access to your SweepBright account, using SweepBright credentials.
Connect Slack to Zapier.
Give Zapier 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 Zapier.
Set up a Trigger action for SweepBright
Choose the following trigger: Feedback Added to Interaction (Triggers when feedback is added to an interaction.).
Then set up an Action for Slack
Choose this action: Add Reminder (Adds a reminder for yourself or a teammate, just like the `/remind` slash command.).
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 SweepBright 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 Create Slack reminders when new feedback is added to SweepBright leads!
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Create lead
Creates a new lead in SweepBright.
actionbyzapierFind property
Find an existing property in your SweepBright company.
actionbyzapierCreate contact
Creates a new contact in SweepBright.
actionbyzapierCreate property
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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.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
