Slack + Vitally
Create Slack messages for new Vitally customers
Instantly keep your team updated on new client acquisitions with this seamless workflow. When a new customer is added in Vitally, an update is shared within your chosen Slack channel, ensuring your team stays in the loop. It's an effective tool for improving customer service responsiveness and fast-tracking business growth.
Instantly keep your team updated on new client acquisitions with this seamless workflow. When a new customer is added in Vitally, an update is shared within your chosen Slack channel, ensuring your team stays in the loop. It's an effective tool for improving customer service responsiveness and fast-tracking business growth.
- When this happens...
Customer CreatedTriggers when a new Customer is created in Vitally
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWriteCreate a new record or update an existing record in your app.
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Customer Created
Triggers when a new Customer is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Created
Triggers when a new Note is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Organization Created
Triggers when a new Organization is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Created
Triggers when a new Project is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Project Statuses
Lists all Project Statuses
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask Created
Triggers when a new Task is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom ObjectRequired
Customer
Organization
NameRequired
Owner (Teammate)
Created By (Teammate)
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Organization
Teammate
Category
Subject
TextRequired
Date
Tags
Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Organization
NameRequired
Assigned Teammate
Category
Description
Due Date
Tags
Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Customer
Organization
Teammate
Category
Subject
TextRequired
Date
Tags
Traits
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
List Project Templates
Lists all Project Templates
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planList Custom Objects
Lists all Custom Objects
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NPS Response Created
Triggers when a new NPS Response is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Project Templates
Lists all Project Templates
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planList Projects
Lists all Projects
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProject Status Changed
Triggers when a Project's status changes in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed
Triggers when a Task is marked complete in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TypeRequired
UserRequired
Teammate
Message TextRequired
Subject
Timestamp
ID
URL
Conversation ID
Conversation URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Reponse TimestampRequired
Score
Feedback
Response ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
SegmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CreatorRequired
EventRequired
Message ID
Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Custom Object InstanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom ObjectRequired
Search FieldRequired
Customer
Organization
NameRequired
Owner (Teammate)
Created By (Teammate)
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Customer
Organization
NameRequired
Assigned Teammate
Category
Description
Due Date
Tags
Traits
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
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.
Related categories
Related categories
Related Zap Templates
- Create a note in Vitally when a new Gong call is summarized by ChatGPT
- Send channel messages in Slack when new custom object instances are created in Vitally
- Send Slack messages for new NPS responses
- Send Slack channel messages for new customer indicators in Vitally
- Notify Slack channel when customers enter new segments in Vitally
- Send Slack channel messages for new Vitally active customer indicators
- Send channel messages in Slack for new notes created in Vitally
- Send private channel messages in Slack for new custom object instances created in Vitally
- Create tasks in Vitally and send channel messages in Slack
- Send Slack direct messages for new active indicators at customer in Vitally
- Send Slack messages when customers exit segments in Vitally
- Send private channel messages in Slack for new nps responses created in Vitally
- Send messages in Slack when new NPS responses are created in Vitally
Related Zap Templates
- Create a note in Vitally when a new Gong call is summarized by ChatGPT
- Send Slack channel messages for new customer indicators in Vitally
- Send channel messages in Slack for new notes created in Vitally
- Send Slack direct messages for new active indicators at customer in Vitally
- Send messages in Slack when new NPS responses are created in Vitally