Creating a Workflow to automatically create channels when opportunities of type “New Business” is created.
Prerequisites
To create this workflow make sure you have the following fields available in your Apps:
|
App |
Fields Required |
|
Opportunity App |
Deal Type Name # Of users Incumbent CRM Close Date Contact Source |
|
Task App |
... |
You will also need an Integration for Slack. To learn how you can create your own, please visit the following tutorial:
Once you have all the prerequisites complete, then proceed with the creation of your Workflow.
Step 1 - New Workflow
Click the "Create New Workflow" button and give your Workflow a name, we recommend "New Opportunity". Then for triggers, select "On Create" as we want to make sure all this process happens when new opportunities are created, but also under Conditions make sure to add "Deal Type Is New Business" to apply this flow to all the new opportunities with New Business as Deal Type.
Step 2 - Diagrammer
To get started you need to create a StartEvent. Then select your StartEvent and click the Integration Activity for Creating a Slack Channel.
Now, let's configure the Create Slack Channel Activity. Select the Activity and click the 'Edit' button (square with the pencil icon). Then configure it with information from the table:
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Lead Assignment - Create Slack Channel |
||
|
Name |
Create Slack Channel |
|
|
Integration |
Slack Integration |
|
|
Integration Connector |
createSlackChannel |
|
|
Input Parameters |
||
|
Field |
Type |
Value |
|
Name |
Dynamic |
entityInstance.id |
This will create a channel with the Opportunity ID as its name.
Optionally, if you want to automatically invite users to our newly created channel. We can add one more activity.
|
Lead Assignment - Invite Users |
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|
Name |
Invite Users |
|
|
Integration |
Slack Integration |
|
|
Integration Connector |
inviteUsers |
|
|
Input Parameters |
||
|
Field |
Type |
Value |
|
Channel |
Dynamic |
createSlackChannel.name |
|
userEmails |
Static |
<slack-user-email-1>,<slack-user-email-2>,... |
The last step is to send a message to our newly created channel notifying that a new opportunity was created.
|
Lead Assignment - Post Slack Message |
||
|
Name |
Post Slack Message |
|
|
Integration |
Slack Integration |
|
|
Integration Connector |
postMessage |
|
|
Input Parameters |
||
|
Field |
Type |
Value |
|
Channel |
Dynamic |
createSlackChannel.name |
|
Text |
Dynamic |
"New Business Opportunity: " + entityInstance.name + " created" |
Next, add the EndEvent.
Now, your workflow should look like this.
Once you are done, don't forget to save your changes.