Integrations used
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
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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.
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.
Available actions & triggers
Get Affinity Person
Action
Delete Affinity Opportunity
Action
Update status to do not disturb
Action
When list is created
Trigger
Create Affinity Organization
Action
Delete Affinity Person
Action
Get Affinity Opportunity
Action
Create Affinity Opportunity
Action
When Affinity Organization is created
Trigger
When Affinity Person is created
Trigger
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Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
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FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
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Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
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Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.