Slack Premium Action

What is Workflow Slack Premium Action ?

Workflow Slack Premium Action allows users to send automated messages to their Slack channels and users. This feature streamlines communication by enabling users to set up and schedule notifications for themselves, specific users, and channels.

The action offers three main events:

1. Sending a message to a user

2. Sending a message to a private channel

3. Sending a message to a public channel.

Prerequisites before using Workflow Premium Slack Action

• The account needs to have an active slack account integrated before a slack action usage. Head over to the account settings page > integration and pick slack.

• Although the LeadConnector Slack app is not yet approved by Slack, it is expected to be approved in the near future. Therefore, you can continue to use the app.

• Your account needs to have the Premium Actions And Triggers enabled for your account. If not, please contact your admin.

More on this here ➝ Premium Triggers & Actions for Workflows

Premium Triggers & Actions

How to setup ?

If you’ve made it this far, you have everything you need to set up your Slack action and start sending out automated messages on your behalf. Let’s move on to the next steps!

On opening the Slack action from the Premium Action Category, you’ll see a screen with few options that you need to pick.

Choose a Slack account

Select a Slack Event

Depending on the selection of event, user gets shown a different set of options to select and fill in

To learn more about each specific events check this 👇

Send Direct Message to a UserSend Public Channel messageSend Private Channel message

What are we solving for here?

1. Automated notifications: With our Slack Premium Workflow Action, users can create automated messages to send to Slack channels and users. This feature enables users to set up notifications for specific events, such as task completion or a new lead, ensuring that everyone who needs to know is notified.

2. Flexible Messaging: The action offers three primary messaging events, allowing users to select the most appropriate method for the message they want to send. Users can send a message to a user, a private channel, or a public channel, ensuring that the message is delivered to the right audience.

3. Targeted Messaging: When sending a message to a user, users can choose from four different options: assigned user, Slack user, custom email, or internal user. This feature ensures that the message is delivered to the right person, whether it’s a team member or a client.

4. Easy to Use: Our Slack Premium Workflow Action is user-friendly and easy to set up. Users can quickly and easily create new messages and schedule them to send at the appropriate time. The action also offers a variety of customization options, allowing users to tailor their messages to their needs. For example, they can use custom variables to send out details about new leads, appointments, or users.

Some of the common use cases

1. Receive notifications for any new appointments that are created.

2. Notify your team or channel of any missed opportunities.

3. Notify the assigned user of a contact in case of any updates on the contact.

4. Notify the custom user (the user assigned to a task) if a task is pending for them.

Slack : Send Direct Message to a User

Slack : Send Public Channel message

Slack : Send Private Channel message