InsuranceXDate + Slack

Send channel messages in Slack when new company flags are created in InsuranceXDate

Looking for an easy way to keep your team in the loop when you have a new quoting opportunity? Once set up, this integration automatically posts a custom channel message in Slack when you flag a prospect as quoting on InsuranceXDate.

Looking for an easy way to keep your team in the loop when you have a new quoting opportunity? Once set up, this integration automatically posts a custom channel message in Slack when you flag a prospect as quoting on InsuranceXDate.

  1. When this happens...
    InsuranceXDateInsuranceXDate
    New Company Flags

    Triggers when a new company flag is created.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

    • UidRequired

    Action
    Search
    • NameRequired

    • AddressRequired

    • StateRequired

    Action
    Search
  • Slack triggers, actions, and search

    New Channel

    Triggers when a new #channel is created.

    Trigger
    Instant
    Try It
    • Include Alias

    Trigger
    Instant
    Try It
insurancexdate logo
insurancexdate logo

About InsuranceXDate

Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.

Related categories

  • Business Intelligence
slack logo
slack logo

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

Related categories

  • Team Chat

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