Appcues + Slack + Salesforce

Post Slack notifications when Salesforce leads complete checklists through Appcues

A product-led sales team should know when trialers hit key product milestones, like finishing their onboarding process. Here’s an easy way to set them up. It will fire off whenever someone completes a checklist in AppCues, and if a matching lead is found in Salesforce, will post an announcement on Slack.

When this happens...
TriggerScheduled
automatically do this...
Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
ActionSearch
then do this!
ActionWrite

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Supported triggers and actions

What does this mean?

- Checklist
Trigger
Instant
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- Event NameRequired
- Checklist
Trigger
Instant
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- Checklist
Trigger
Instant
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- Web Flow Name
Trigger
Instant
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- Web Flow Name
Trigger
Instant
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- Mobile Flow
Trigger
Instant
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- Mobile Flow
Trigger
Instant
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- Pin Name
Trigger
Instant
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- User IDRequired
- Event NameRequired
- AttributesRequired
Action
Write
- User IDRequired
- Profile Update
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

- Checklist
Trigger
Instant
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- Checklist
Trigger
Instant
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- Custom Event NameRequired
Trigger
Instant
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- Web Flow Name
Trigger
Instant
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- Flow NameRequired
Trigger
Instant
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- Mobile Flow
Trigger
Instant
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NPS Submitted
Triggers when a new NPS event is submitted. Sends separate
Trigger
Instant
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- Segment NameRequired
Trigger
Instant
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- Group IDRequired
- Group Update
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

About Appcues

Appcues is a product-led growth platform. Build exceptional user experiences, code free.

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Related categories

Product Management

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more