Perfex CRM + Slack

Send Slack direct messages for new Perfex CRM tickets

Stay in the loop with team updates when there's a new ticket in Perfex CRM. This workflow sends a direct message in Slack, keeping your team informed instantly. This not only alleviates the need for manual info-sharing but also ensures prompt team collaboration in addressing customer concerns. A streamlined way to maintain real-time awareness and boost team efficiency.

When this happens...
New Ticket
Triggers when a new Ticket is created.
TriggerScheduled
automatically do this!
Send Direct Message
Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
ActionWrite

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Supported triggers and actions

New Contract
Triggers when a new contract created.
Trigger
Scheduled
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New Estimate
Triggers when a new estimate is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It

- Task IdRequired
- Start TimeRequired
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- companyRequired
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Write

- SourceRequired
- StatusRequired
- NameRequired
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phonenumber
- Company
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
Action
Write
- SubjectRequired
- Related TypeRequired
- Related IDRequired
- Proposal ToRequired
- DateRequired
- Open Till Date
- Currency IdRequired
- EmailRequired
- Discount Type
- Status Id
- Assigned id
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- Item DescptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
Action
Write
- SubjectRequired
- DepartmentRequired
- Contact IdRequired
- User IdRequired
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- IDRequired
Action
Search
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- Search QueryRequired
- Optimized data
Trigger
Scheduled
Try It
- Channel
- Reaction
- User
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- 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
- ChannelRequired
- Message TextRequired
- 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
- HTTP MethodRequired
- URLRequired
- 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 sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is created.
Trigger
Scheduled
Try It
- Contact IdRequired
Trigger
Scheduled
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
Try It
- SubjectRequired
- Date StartRequired
- Client IdRequired
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer IdRequired
- Invoice NumberRequired
- Invoice DateRequired
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- Allowed Payment Modes
- Billing StreetRequired
- SubtotalRequired
- TotalRequired
Action
Write
- Project NameRequired
- Related TypeRequired
- Client IDRequired
- Billing TypeRequired
- Start DateRequired
- StatusRequired
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Task NameRequired
- Start DateRequired
- Is Public?
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related TypeRequired
- Related ID
- Tags
- Description
Action
Write
- Client IdRequired
- Estimate NumberRequired
- Estimate DateRequired
- Due Date
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- DescriptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
- Billing StreetRequired
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- IDRequired
- companyRequired
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Search or write
New Channel
Triggers when 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
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message TextRequired
- 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
- File
- Thread
- Send Channel Message?
- Zap Id
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
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
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

Learn more

Related categories

CRM (Customer Relationship 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

Related categories

Team Chat

Similar apps

Related Zap Templates

"send channel messages in Slack for new tickets in Perfex CRM"

Send Slack channel messages for new tasks in Perfex CRM

Perfex CRM + Slack

Send Slack direct messages for new Perfex CRM tickets

New Contract

New Estimate

New Lead

New Project

New Task

Create Timesheet

Create Customer

Create Lead

Create Proposal

Create Ticket

Find Customer

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Reaction Added

New User

Invite User to Channel

Send Direct Message

Send Private Channel Message

Update Profile

API Request (Beta)

Retrieve Thread Messages

Create Private Channel

Edit Message

Find Message

Find User by ID

Find User by Username

New Customer

New Invoice

New Payment

New Proposal

New Ticket

Create Contract

Create Invoice

Create Project

Create Task

Create Estimate

Find or Create Customer

New Channel

New Team Custom Emoji

New Mention

New Message Posted to Private Channel

New Saved Message

Add Reminder

Send Channel Message

Create Channel

Set Channel Topic

Set Status

Delete Message

Remove User from Channel

Find Public Channel

Get Message by Timestamp

Find User by Email

Find User by Name

About Perfex CRM

Related categories

About Slack

Related categories

Similar apps

Chatwork

Microsoft Teams

Twist

Related Zap Templates

Related Zap Templates