Teamleader
Slack
integromat

An automated workflow using integromat

Connects Teamleader + Slack

Send messages in Slack when new deals are accepted in Teamleader

About this workflow template

This automation scenario allows you to connect Teamleader and Slack

It can be build using Integromat, a no-code workflow automation tool. Integromat 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

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

Diagram

Send messages in Slack when new deals are accepted in Teamleader
Workflow diagram: Teamleader + Slack integration

How it works?

When this trigger fires in Teamleader

Teamleader

Watch Accepted Deals in Teamleader

Triggers when a deal is accepted.

Then these actions happen in Slack and Slack

Teamleader

Get a Deal in Teamleader

Gets information about a deal.

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 in Slack when new deals are accepted in Teamleader.

Part I

Configure Applications

First, we need to connect Teamleader and Slack to Make.com.

  • Create Make.com account.

    Create Make.com account.

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

  • Connect Teamleader to Make.com.

    Connect Teamleader to Make.com.

    Give Make.com access to your Teamleader account, using Teamleader 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 Teamleader

    Set up a Trigger action for Teamleader

    Choose the following trigger: Watch Accepted Deals (Triggers when a deal is accepted.).

  • Then set up an Action for Teamleader

    Then set up an Action for Teamleader

    Choose this action: Get a Deal (Gets information about a deal.).

  • Then set up another Action for Slack

    Then set up another 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 Teamleader 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 messages in Slack when new deals are accepted in Teamleader!

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
  • Teamleader

    Create contact

    Creates a new contact.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Teamleader

    Get a contact

    Gets information about a contact.

    integromat
    actionbyintegromat
  • Teamleader

    Create company

    Creates a new company.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Teamleader

    Create deal

    Creates a new deal.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Teamleader

    Link contact to company

    Links a contact to a company.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Teamleader

    Get a company

    Gets information about a company.

    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.