Slack
Affinity
Workflow Template

Send Slack message when new Affinity Organization is created

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When Affinity Organization is created
Trigger
Send Slack message
Action

How does this automation work?

Bardeen's workflow automation facilitates real-time updates by connecting Affinity, a CRM for dealmakers, with Slack, a team communication platform. In the fast-paced environment of sales prospecting and relationship management, staying informed about new organizational additions to your CRM can accelerate engagement and collaboration within your team. This workflow triggers an automatic notification to your chosen Slack channel or user when a new organization is entered into Affinity, keeping everyone in the loop.

Here is how this workflow notifies your team on Slack about new organizations in Affinity:

  • Step 1: Organization created in Affinity - Detects when a new organization is added to your Affinity CRM. This event will trigger the next step to send a Slack message.
  • Step 2: Send Slack message - Sends a customizable message to a specified Slack user or channel, notifying them of the new organization added to Affinity.
Run this Affinity automation with Bardeen in minutes.

How to run the workflow

Uncover supplementary integration possibilities for Slack automations, and Affinity automations, integrate both Affinity and Slack, or modify the playbook to better fit your particular workflow requirements.

Take a look at other data sourcing integrations and sales and prospecting automations developed by Bardeen.

Run this Affinity automation with Bardeen in minutes.

Available actions & triggers

Apps:
Send Slack message when new Affinity Organization is created
Send Slack message when new Affinity Organization is created
Send Slack message when new Affinity Organization is created
Types:
Both
Actions
Triggers
Find Slack users
Find Slack users
Action
Create Affinity Organization
Create Affinity Organization
Action
When opportunity is created
When opportunity is created
Trigger
Get Slack user info
Get Slack user info
Action
Update status to do not disturb
Update status to do not disturb
Action
Delete Affinity Opportunity
Delete Affinity Opportunity
Action
When Affinity Person is created
When Affinity Person is created
Trigger
Get Affinity Opportunity
Get Affinity Opportunity
Action
Create Affinity Opportunity
Create Affinity Opportunity
Action
Delete Affinity Person
Delete Affinity Person
Action
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