Send direct Slack messages when new leads are assigned in Teamgate CRM
Never miss a new lead when it is assigned to you in Teamgate. Once this Zap is active, a direct Slack message will be posted automatically whenever a new lead is assigned to you in Teamgate CRM.
Never miss a new lead when it is assigned to you in Teamgate. Once this Zap is active, a direct Slack message will be posted automatically whenever a new lead is assigned to you in Teamgate CRM.
- When this happens...New Lead
Triggers when a new lead is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - 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.
ActionWriteCreate a new record or update an existing record in your app.
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Creator
Status
Source
Industry
Owner
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreator
Status
Source
Industry
Owner
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Lists the products.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDeal IDRequired
In Stock?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Deal Name
Deal Stage ID
Deal Price
Currency ISO
Owner ID
Owner Username
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead NameRequired
Company
Job Title
Owner
Collaborators
Starred
Status
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Sku
Description
Category
In stock?
Unit cost value
Unit cost currency
Unit price value
Unit price currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Title
Person
Job Title
Owner
Collaborators
Company Code
Company VAT Code
Starred
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lead Name
Company
Job Title
Owner
Collaborators
Starred
Status
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Phone Number
E-Mail Address
ActionThis is an event a Zap performs.SearchFind existing data in your appLead Name
Phone Number
E-Mail Address
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Sku
ActionThis is an event a Zap performs.SearchFind existing data in your appName
StageRequired
Buyer (Company)
Buyer (Person)
Owner
Collaborators
Estimated Closure Date
Price
Currency ISO
Is Starred?
Status
Source
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPerson NameRequired
Phone Number
E-Mail Address
Company
Job Title
Owner
Collaborators
Starred
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTrigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
User Name
Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
Remind when?Required
Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Status Emoji
Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove User from Channel
This action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
Email Opened
Triggers when email is opened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TypeRequired
Responsible
Company
Person
Lead
Deal Id
Client Id
Type
Before
Start
Status
Is Secret?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Job Title
Owner
Collaborators
Company Code
Company VAT Code
Starred
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StageRequired
Buyer (Company)
Buyer (Person)
Name
Owner
Collaborators
Estimated Closure Date
Price
Currency ISO
Is Starred?
Status
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person NameRequired
Company
Job Title
Owner
Collaborators
Starred
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sku
Description
Category
In stock?
Unit cost value
Unit cost currency
Unit price value
Unit price currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Stage
Buyer (Company)
Buyer (Person)
Name
Owner
Collaborators
Estimated Closure Date
Price
Currency ISO
Is Starred?
Status
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Person Name
Company
Job Title
Owner
Collaborators
Starred
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson Name
Phone Number
E-Mail Address
ActionThis is an event a Zap performs.SearchFind existing data in your appTitleRequired
Phone Number
E-Mail Address
Person
Job Title
Owner
Collaborators
Company Code
Company VAT Code
Starred
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLead NameRequired
Phone Number
E-Mail Address
Company
Job Title
Owner
Collaborators
Starred
Status
Industry
Source
Phone Number
Phone Type
E-Mail Address
E-Mail Type
Tags
Website
LinkedIn
Facebook
Twitter
Skype
Street
City
Zip Code
State
Country ISO Code
Latitude
Longitude
Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Sku
Description
Category
In stock?
Unit cost value
Unit cost currency
Unit price value
Unit price currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Channel
Triggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Name
Highlight Word
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Title
Email
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Private Channel
This action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
Sort By
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app