Creating a Workflow to automatically notify users on a given channel of opportunity stage changes.
Prerequisites
To create this workflow make sure you have the following fields available in your Apps:
|
App |
Required Fields |
|
Opportunity App |
Deal Type |
You will also need an Integration for Slack. To learn how you can create your own, please visit the following tutorial:
Once you have all the prerequisites complete, then proceed with the creation of your Workflow.
Step 1 - New Workflow
Click the "Create New Workflow" button and give your Workflow a name, for example: "Notify Opportunity Sales Stage Changes".
Then for triggers, select "On Update" as we want to make sure all this process happens when an opportunity sales stage is updated.
Step 2 - Diagrammer
To get started you need to create a StartEvent. Then select your StartEvent and click the Integration Activity that you will use to Post Slack Message.
Now, let's configure it. Select the Activity and click the 'Edit' button (square with the pencil icon). Then configure it with information from the table:
|
Lead Assignment - Post Slack Message |
|
|
Name |
Post Slack Message |
|
Integration |
Slack Integration |
|
Integration Connector |
postMessage |
|
Input Parameters |
||
|
Field |
Type |
Value |
|
Channel |
Static |
<Your Slack Channel Name> |
|
Text |
Dynamic |
"Opportunity (" + entityInstance.id + ") : " + entityInstance.name + ". Sales Stage Updated: " + entityInstance.salesStage |
Next, add the EndEvent. Make sure all your steps are connected.
Now, your workflow should look like this.
Don't forget to save your changes.