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.

Teamleader
Trigger: Watch Accepted Deals
Slack
Action: Select an action
1. Select a trigger
  • Triggers when a deal is accepted.

  • Triggers when an invoice has been booked.

  • Triggers when a new company is added.

  • Triggers when a company has been updated.

  • Triggers when a company has been updated.

  • Triggers when a contact has been updated.

  • Triggers when a new contact is added.

  • Triggers when a contact has been updated.

  • Triggers when a deal enters a different phase.

  • Triggers when a new deal is created.

  • Triggers when a milestone has been updated.

  • Triggers when a new milestone has been added.

  • Triggers when an invoice is paid.

  • Triggers when a project has been updated. Available only for Teamleader V1.

  • Triggers when a new project has been created. Available only for Teamleader V1.

  • Triggers when a project is updated. Available only for Teamleader V2.

  • Triggers when a new project is created. Available only for Teamleader V2.

  • Triggers when an invoice has been sent.

  • Triggers when a user has been deactivated.

2. Select an action
  • Adds a reaction to a message.

  • Adds a star to a channel.

  • Archives a channel.

  • Creates a channel.

  • Creates a reminder.

  • Deletes a file.

  • Removes a message.

  • Edits a message.

  • Returns details about a channel.

  • Returns details about a file.

  • Returns a message with a given ID from a specified private channel.

  • Returns a message with a given ID from a specified public channel.

  • Returns details about a member of a workspace.

  • Invites 1-30 users to a public or private channel.

  • Joins to an existing channel.

  • Removes a user from a channel.

  • Leaves a channel.

  • Performs an arbitrary authorized API call.

  • Pins a message to a channel.

  • Removes a reaction from a message.

  • Removes a star from a channel.

  • Removes a saved item.

  • Adds an Item to saved items.

  • Schedules a message to be sent to a channel.

  • Sends a file message.

  • Sends a message.

  • Update a user's current status.

  • Changes the purpose of a channel.

  • Changes the topic of a channel.

  • Unarchives a channel.

  • Unpins a message from a channel.

  • Creates or uploads a file.

Select a trigger and an action

Create workflow (opens in a new tab)