{"id":1408,"date":"2026-03-19T06:52:44","date_gmt":"2026-03-19T06:52:44","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&p=1408"},"modified":"2026-03-19T06:52:44","modified_gmt":"2026-03-19T06:52:44","password":"","slug":"workflow-action-slack-message","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/workflow-action-slack-message\/","title":{"rendered":"Workflow Action – Slack Message"},"content":{"rendered":"

Overview<\/h2>\n

The “Slack Message<\/strong>” action enables you to send notifications directly to Slack, whether it’s to a specific user, a private channel, or a public channel. This action allows for seamless communication and notification management, ensuring that team members are promptly informed about relevant activities or updates. As a premium action, it will incur additional charges for each execution.<\/p>\n

Action Name<\/h2>\n

Slack Message<\/strong><\/p>\n

Action Description<\/h2>\n

The “Slack Message” action sends a customized message to a designated Slack account. You can choose whether to send a direct message to a specific user, post in a private channel, or broadcast in a public channel. This integration helps streamline communication by automating notifications for various events, such as task completions, contact updates, or new lead assignments.<\/p>\n

Action Details<\/h2>\n

<\/p>\n\n\n\n\n<\/colgroup>\n\n\n\n\n
Field<\/td>\nDescription<\/td>\nMandatory<\/td>\n<\/tr>\n
Choose an Account<\/td>\nSelect the Slack account you want to send notifications to.<\/td>\nYes<\/td>\n<\/tr>\n
Event<\/td>\nChoose the type of message to send: direct message to a user, private channel, or public channel.<\/td>\nYes<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/h2>\n

How to Configure:<\/strong><\/p>\n

    \n
  1. Choose an Account:<\/strong>\u00a0Select the Slack account from the dropdown list where you want the message to be sent. This is required to ensure the message is delivered to the correct workspace.<\/li>\n
  2. Event:<\/strong>Select the type of event you want to trigger the message. Options include:\n
      \n
    • Send Direct Message to a User:<\/strong>\u00a0Choose this option to send a private message to a specific Slack user.<\/li>\n
    • Send Private Channel Message:<\/strong>\u00a0Select this option to send a notification to a designated private channel.<\/li>\n
    • Send Public Channel Message:<\/strong>\u00a0Use this option to send a notification to a public channel where everyone in the workspace can see it.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n

      Suggested Triggers to Combine with This Action:<\/strong><\/p>\n

        \n
      • Task Added:<\/strong>\u00a0Notify a Slack channel when a new task is assigned to a user.<\/li>\n
      • Opportunity Status Changed:<\/strong>\u00a0Send a message to a sales channel when the status of an opportunity changes.<\/li>\n
      • Form Submitted:<\/strong>\u00a0Send a notification to a specific channel when a customer submits a form.<\/li>\n<\/ul>\n

        Example<\/h2>\n

        Suppose you want to send a Slack notification to the “Marketing Team” channel whenever a new lead is added to the system and tagged with “High Priority.”<\/p>\n

        Workflow Configuration Example:<\/strong><\/p>\n

          \n
        1. Trigger:<\/strong>\u00a0Contact Added<\/code>\n
            \n
          • Filters:<\/strong>\u00a0Tag =\u00a0High Priority<\/code><\/li>\n<\/ul>\n<\/li>\n
          • Action:<\/strong>\u00a0Send notification to Slack<\/code>\n
              \n
            • Choose an Account:<\/strong>\u00a0Your account<\/code><\/li>\n
            • Event:<\/strong>\u00a0Send Private Channel message<\/code><\/li>\n
            • Channel:<\/strong>\u00a0#Marketing Team<\/code><\/li>\n
            • Message:<\/strong>\u00a0A new high-priority lead has been added. Please check the details.<\/code><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

              Overview The “Slack Message” action enables you to send notifications directly to Slack, whether it’s to a specific user, a […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[66],"doc_tag":[],"class_list":["post-1408","docs","type-docs","status-publish","hentry","doc_category-communication-workflow-actions"],"year_month":"2026-07","word_count":390,"total_views":"11","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Communication Workflow Actions","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/communication-workflow-actions\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1408","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=1408"}],"version-history":[{"count":1,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1408\/revisions"}],"predecessor-version":[{"id":1409,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1408\/revisions\/1409"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=1408"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=1408"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=1408"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}