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Integrate Deskera with Slack to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Deskera with Slack - no code necessary. See how you can get setup in minutes.

Select a trigger from Deskera

A trigger is an event that starts your Zap and runs the workflow. For example, with Deskera, a trigger could be "New CRM+ Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Slack

An action is what takes place after the automation is triggered. For example, with Slack, the action could be "Add Reminder."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Deskera to Slack

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Deskera to Slack with a Zapier template.

Our most popular template

Send Slack channel messages for new contacts in Deskera
Details
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Deskera + Slack
Send Slack channel message for new products in Deskera
Details
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Deskera + Slack

Send Slack channel messages for new contacts in Deskera

Deskera + Slack

Send Slack channel message for new products in Deskera

Deskera + Slack

Make work flow with AI

Level up your Deskera to Slack integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Deskera and Slack to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Deskera and Slack to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New CRM+ Contact
Triggers when a New Contact is Created in CRM+.
Trigger
Instant
Try It
New Contact
Triggers when a New Contact is Created.
Trigger
Instant
Try It
New CRM Deal
Triggers when a New Deal is Created in CRM.
Trigger
Instant
Try It
- Account Code
  Required
- Account Name
  Required
- Account Description
  Required
- Account Group Id
  Required
- Account Group Name
  Required
- Tax Code
  Required
- Currency Code
  Required
- Account Status
  Required
Action
Write
- Contact Code
  Required
- Account Name
  Required
- email Id
  Required
- Receivable Account Code
  Required
- Payable Account Code
- Currency Code
  Required
- Payment Term Code
  Required
- Billing Address1
  Required
- Billing Address2
- Billing Country
- Billing State
- Billing City
- Billing PostalCode
- Is Preferred Billing Address?
  Required
- Shipping Address1
  Required
- Shipping Address2
- Shipping Country
- Shipping State
- Shipping City
- Shipping PostalCode
- Is Preferred Shipping Address?
  Required
- Account Status
  Required
- Is Customer?
  Required
- Is Vendor?
  Required
Action
Write

- Account Name
  Required
- Type
  Required
- Organization
- Label
- Email
- Country Code
- Phone
- Address
- Visibility
- Owner
- Sub Owners
Action
Write
- Document Type
- Document Code
- Purchase Order Ref No
- Currency Code
  Required
- Exchange Rate
- Sales Invoice Date
  Required
- Sales Invoice Due Date
  Required
- Memo
- Attachments
- Unit Price GstInclusive
  Required
- Due Amount
- Is Recurring?
  Required
- Is Recurring Activated?
  Required
- Product Code
  Required
- Product Description
  Required
- Product Quantity
  Required
- Unit Price
  Required
- Discount
  Required
- Discount In Percent
  Required
- Tax Code
  Required
- Tax Amount
  Required
- Total Amount
  Required
- Product Order
  Required
- Type
  Required
- Recurrence Type
- Recurrence Frequency
- Invoice Recurring Count
- Recurrence End Date
- Contact Name
  Required
- Contact Address
  Required
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Ship By Date
  Required
- Fulfillment Status
- Is Draft?
- Fulfillment Complete
- Document Sequence Code
- Sequence Format
- Is Opening Invoice?
- Total Amount
  Required
- Payable Account Code
- Tax Amount
  Required
- Opening Document Number
- Account Status
  Required
Action
Write

- Is Draft?
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Document Sequence Code
- Sequence Format
- Vendor Code
- Currency Code
  Required
- Contact Name
  Required
- Contact Address
  Required
- Delivery Date
  Required
- Document Date
  Required
- Due Date
  Required
- Exchange Rate
- Memo
- Order Type
- Unit Price GstInclusive
  Required
- Attachments
- Total Amount
  Required
- Opening Order
- Document Type
- Document Code
- Account Status
  Required
- Account Code
  Required
- Product Code
  Required
- Product Description
  Required
- Product Quantity
  Required
- Unit Price
  Required
- Discount
  Required
- Discount In Percent
  Required
- Tax Code
  Required
- Tax Amount
  Required
- Total Amount
  Required
- Product Order
  Required
- Purchase Order Item Code
- Is Drop Ship?
- Warehouse Code
- Back Order
Action
Write
- Contact Code
  Required
- Contact Name
  Required
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Currency Code
  Required
- Contact Address
  Required
- Exchange Rate
- Quotation Code
- Document Sequence Code
- Sequence Format
- Document Date
  Required
- Fulfillment Date
  Required
- Fulfillment On
- Valid Till Date
  Required
- Closed Date
- Memo
- Unit Price GstInclusive
  Required
- Attachments
- Account Status
  Required
- Fulfillment Status
- Is Deleted?
- Document Type
- Document Code
- Product Code
  Required
- Document Sequence Code
- Product Name
  Required
- Product Description
  Required
- Product Quantity
  Required
- Unit Price
  Required
- Discount
  Required
- Discount In Percent
  Required
- Tax Code
  Required
- Tax Name
- Tax Amount
  Required
- Amount
- Product Order
  Required
- Quotation Item Code
  Required
- Type
  Required
- Available Quantity
  Required
- Total Amount
  Required
- Is Draft?
- Ship By Date
  Required
- Fulfillment Type
  Required
Action
Write
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
  Required
- User Name
- Shared
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Reaction
- Channel
  Required
- User
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- Channel
  Required
- Users
  Required
Action
Write
- Send Multi Message
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Channel
  Required
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- Raw_request_user_info
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
Edit Message
This action updates a specific message on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, the new text for the message, and a boolean to indicate if you want to edit a bot message.
Action
Write
- Search Query
  Required
- Sort By
- Sort Direction
Action
Search
- Order ID
  Required
- Return Raw Results?
Action
Search
- Bot Name
- Return Raw Results?
Action
Search

New CRM+ Deal
Triggers when a New Deal is Created in CRM+.
Trigger
Instant
Try It
New CRM Contact
Triggers when a New Contact is Created in CRM.
Trigger
Instant
Try It
New Product
Triggers when a New Product is Created.
Trigger
Instant
Try It
- Product Code
  Required
- Product Description
  Required
- Product Quantity
  Required
- Unit Price
  Required
- Discount
  Required
- Discount In Percent
  Required
- Tax Code
  Required
- Tax Amount
  Required
- Total Amount
  Required
- Product Order
  Required
- Purchase Invoice Item Code
- Is Draft?
- Is Received Completed?
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Document Sequence Code
- Sequence Format
- Is Opening Invoice?
- Total Amount
  Required
- Payable Account Code
- Tax Amount
  Required
- Opening Document Number
- Account Status
  Required
- Contact Code
  Required
- Purchase Invoice Type
  Required
- Document Type
- Document Code
- Supplier Invoice Number
- Purchase Order Ref No
- Currency Code
  Required
- Exchange Rate
- Purchase Invoice Date
  Required
- Purchase Invoice Due Date
  Required
- Memo
- Attachments
- Unit Price GstInclusive
  Required
- Due Amount
- Is Recurring?
  Required
- Is Recurring Activated?
  Required
- Receipt Status
  Required
- Account Code
  Required
- Account Description
- Discount
- Discount In Percent
- Tax Code
- Tax Amount
- Amount
- Total Amount
- Account Order
- Recurrence Type
- Recurrence Frequency
- Invoice Recurring Count
- Recurrence End Date
- Contact Name
  Required
- Contact Address
  Required
Action
Write
Create a New Contact in CRM+
Creates a new Contact in CRM+ on a specified action
Action
Write
- Account Name
  Required
- Email
- Contact Number
- New People Name
- Organization
- Amount
- Pipeline
  Required
- Stage
  Required
- Closing Date
  Required
- Deal Date
- Visibility
- Owner
- Sub Owners
Action
Write
- Order ID
  Required
- Total Price
- Sub Total Price
  Required
- Taxes Included
  Required
- Financial Status
  Required
- Email
- Contact ID
  Required
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Email
- Line Items Product Id
  Required
- Line Items Quantity
  Required
- Line Items Price
  Required
- Line Items Tax Rate
- Line Items Title
  Required
- Line Items Discount
  Required
- Total Tax
  Required
- Total Discount
  Required
- Shipping Lines
- Payment Account Code
- Billing Address1
  Required
- Billing Address2
- Billing Country
- Billing State
- Billing City
- Billing PostalCode
- Shipping Address1
- Shipping Address2
- Shipping Country
  Required
- Shipping State
  Required
- Shipping City
  Required
- Shipping Postal Code
  Required
Action
Write
- Account Name
  Required
- Type
  Required
- Product Code
  Required
- Product Barcode
- Account Description
  Required
- Purchase account code
  Required
- Sales account code
  Required
- Purchase return account code
- Sales return account code
- Purchase tax code
- Sales tax code
- Is purchase price tax inclusive?
  Required
- Is sales price tax inclusive?
  Required
- Stock Uom
  Required
- Cost Of Goods Sold Account
  Required
- Stock Adjustment Account
  Required
- Inventory Account
  Required
- Category code
- Category Description
- Is Taxable
  Required
Action
Write
- Order ID
  Required
- Account Name
  Required
- Email
- Contact Number
- New People Name
- Organization
- Amount
- Pipeline
  Required
- Stage
  Required
- Closing Date
  Required
- Deal Date
- Visibility
- Owner
- Sub Owners
Action
Write
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
Try It
- Include_alias
Trigger
Instant
Try It
- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- Text
  Required
- Remind when?
  Required
- User
Action
Write
- Channel
  Required
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- Account Name
  Required
Action
Write
- Channel
  Required
- Topic
  Required
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
- Email
- Return Raw Results?
Action
Search
- Full Name
  Required
- Return Raw Results?
Action
Search

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About Deskera

Deskera is all you need to manage your organization's business and financial requirements.

Related categories

Accounting

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 Help

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