Service Provider Pro + Slack

Notify in Slack with private messages for new clients in Service Provider Pro

Streamline your communication process with this workflow. When a new client is added in Service Provider Pro, a private channel message is instantly sent in Slack. This integration ensures your team stays up-to-date with client developments without extra manual work. Enhance collaboration and efficiency in managing new client information with this seamless workflow.

When this happens...
New Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Send Private Channel Message
Triggers when a new message is posted to a specific #private-channel or multi-dm.
ActionWrite

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Supported triggers and actions

What does this mean?

Invoice Paid
Triggers when an invoice has been paid.
Trigger
Instant
Try It
- Status
Trigger
Instant
Try It
New Ticket
Triggers when a new ticket is created.
Trigger
Instant
Try It
- Order Status
- Service
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Company
- Tax ID
- Account Balance
- Opt-in
- Line 1
- City
- State
- Postcode
- Country
- Phone
- Note
- Status
- Assigned managers
Action
Write

- OrderRequired
- TagRequired
Action
Write
- ClientRequired
- First Name
- Last Name
- Email
- Company
- Tax ID
- Account Balance
- Opt-in
- Line 1
- City
- State
- Postcode
- Country
- Phone
- Note
- Status
- Assigned managers
Action
Write

- NumberRequired
Action
Search
- Trigger for Bot Messages?
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
- User Name
- Shared
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

New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Service
Trigger
Instant
Try It
- Service
Trigger
Instant
Try It
- OrderRequired
- User
Action
Write
- Send ToRequired
- Message BodyRequired
- Sender
Action
Write
- OrderRequired
- User
Action
Write
- OrderRequired
- StatusRequired
Action
Write
- EmailRequired
Action
Search
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
- 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 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 QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

About Service Provider Pro

SPP is a shopping cart and project management software for selling productized services.

Learn more

Related categories

Project 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

Service Provider Pro + Slack

Notify in Slack with private messages for new clients in Service Provider Pro

Invoice Paid

New Invoice

New Ticket

Order Status Changed

Create Client

Add Tag

Update Client

Find an Order

New Public Message Posted Anywhere

New Message Posted to Channel

New File

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

New Client

New Order

Order Data Submitted

Assign Order

Send Message

Unassign Order

Update Order Status

Find a User

New Channel

New Team Custom Emoji

New Mention

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

About Service Provider Pro

Related categories

About Slack

Related categories

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