Send Slack Messages from a Workflow

If your team lives in Slack, the Slack action brings Vendi Today events to where people already are. A workflow can send a direct message to a person or post to a public or private channel the moment something happens, such as a new lead, a won deal, or a failed payment.

Choose what to send

The action has three modes:

• Send Direct Message to User
• Send Public Channel Message
• Send Private Channel Message

Messages to private channels appear as if the person who connected Slack had written them.

Pick a direct message recipient

• Assigned User: the team member assigned to the contact. Their email in your user settings is matched to a Slack member.
• Custom Email: type an email or insert a merge field, useful when the recipient varies.
• Internal User: pick any user on your Vendi Today account.
• Slack User: search your Slack workspace by name. Slack returns people in pages, so click Load More until the person appears.

Set it up

1. In Automation > Workflows, click + and choose Slack.
2. Connect your Slack workspace when asked.
3. Select the event type.
4. Choose the recipient or channel.
5. Write the message and insert merge fields such as contact name, phone, or opportunity value.
6. Save and publish.

Ideas to start with

• Alert sales when a form is submitted or a deal is won.
• Notify support when a negative reply arrives.
• Post daily reminders to a team channel.
• Send a manager a message when an appointment is canceled.

If a message doesn't arrive

• For direct messages, confirm the email in Vendi Today matches the person's Slack email.
• For private channels, make sure the connected Slack account has access to that channel.

Good to know: This is a premium action, so each send may use execution credits depending on your plan.