Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Slack
Trigger: Watch Direct Messages
Access Charity CRM
Action: Select an action
1. Select a trigger
  • Triggers when a new message is added to a direct message channel.

  • Triggers when a new file is added.

  • Triggers when a new interactive event has arrived.

  • Triggers when a new message is added to a multiparty direct message channel.

  • Triggers when a new message or another event is created.

  • Triggers when a new message is added to a private channel.

  • Triggers when a new message is added to a public channel.

  • Triggers when a new message is scheduled.

  • Triggers when a new user is added or an existing user has changed. Only emit the latest change since the last scenario run.

2. Select an action
  • Creates a Communication

  • Creates and updates contacts

  • Creates a Payment.

  • Creates an Event

  • Creates an Event Attendee

  • Creates an Event Attendee Type

  • Creates an Event Booking

  • Gets a Single Contact by the Serial Number.

  • Gets a Single Event by the Event ID

  • Gets a Single Event Attendee by the Booking Ref

  • Gets a Single Event Attendee Type by the Attendee Type ID

  • Gets a Single Event Booking by the Booking ID

  • Gets a Single Payment by the Payment ID

  • Gets a Single Payment Batch by the Batch ID

  • Logs emails from third parties.

  • Performs an arbitrary authorized API call.

  • Updates an Event using Event ID

  • Updates an Event Attendee using the Booking Ref

  • Updates an Event Attendee Type using Attendee Type ID

  • Updates an Event Booking using the Booking ID

Select a trigger and an action

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