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B33
Slack

Connect B33 and Slack

Explore ready-made B33 and Slack templates and start automating in minutes.

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Create a custom workflow

Integrate B33 with Slack and automate the work that moves between them — no code required.

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
B33
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 new a customer record in the system with complete business and a contact information

  • Create invoice

  • Create invoice lies for invoices

  • Create new payment, payment method is set as Bank Transfer

  • Soft Delete a customer. Sets status to cancelled. Only customers without invoices or payments can be deleted.

  • Soft delete an invoice. Sets status to cancelled. Only invoices in status new can be deleted

  • Only an invoice line for an invoice in status new can be deleted

  • Only payments in Status New can be deleted

  • Get full customer details

  • Update Customer

  • Update Invoice - Only invoices in status NEW can be updated

  • Update the existing Invoice Line. Only invoices in status new can be edited!

  • Only payments in status New can be updated. Payments in status Open or Ongoing can process invoice application

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between B33 and Slack.

Add a Reaction
Adds a reaction to a message.
Action
Add a Star
Adds a star to a channel.
Action
Archive a Channel
Archives a channel.
Action
Create a Channel
Creates a channel.
Action
Create a Reminder
Creates a reminder.
Action
Create Customer
Creates a new a customer record in the system with complete business and a contact information
Action
Create Invoice
Create invoice
Action
Create Invoice Line
Create invoice lies for invoices
Action
Create payment
Create new payment, payment method is set as Bank Transfer
Action
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.