Send a Slack notification when a task matching specific conditions is created in Close

■Overview

Do you ever miss important updates or delay sharing them with your team when managing tasks in Close, your customer management tool? Especially when Slack is your primary communication platform, sending notifications manually can be time-consuming and may lead to missed follow-ups.
With this workflow, you can automatically send a Slack notification whenever a task matching specific conditions is created in Close. Connect Close and Slack to share information quickly and efficiently.

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■Who Should Use This Template

• Anyone who manages tasks in Close and shares information in Slack manually
• Anyone who wants to prevent important tasks created in Close from being overlooked and improve the team's response time
• Anyone looking to streamline sales activities and customer support while strengthening the integration between Slack and Close

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■Benefits of Using This Template

• When a task is created in Close, Slack sends a notification automatically. Reduce the time spent on manual communication and confirmation, and focus on your core work.
• Prevent human errors such as missed notifications and sharing mistakes for important tasks, enabling your entire team to respond quickly and accurately.

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■Workflow Overview

1. First, connect Close and Slack to Yoom.
2. Next, select Close as the trigger and set the action to “When a new task is created.”
3. Then, configure the branching feature in the operation settings and specify the conditions for the tasks you want to be notified about, such as the assignee or subject.
4. Finally, configure Slack’s “Send a message to a channel” action in the operation settings so that notifications are sent only when the specified conditions are met.

* “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

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■Workflow Customization Options

• You can freely set the conditions for tasks to be included in notifications using the branching feature. For example, you can notify your team only about tasks assigned to a specific person or tasks whose subject contains a specific keyword.
• For Slack notifications, you can change the channel where messages are posted to any channel ID, allowing you to send notifications to channels based on the relevant department or project.

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■Notes

• Connect both Close and Slack to Yoom.
• Branching is an operation available on the Mini plan and above. On the Free plan, the configured workflow operation will result in an error.
• Paid plans, including the Mini plan, come with a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.