Send a Slack message when a deal is won.

Overview

This template uses Slack with your Attio workspace by making sure everyone knows about your won deals. Every small victory is a big deal, and you can use this workflow to celebrate with your team!

Prerequisites

We have put together a list of prerequisites that are recommended for this workflow. This will be different depending on your usage, but you can use it for reference.

• A Deals object that includes:

  • Won status attribute for all your won deals

• Slack integration

How to use this template

1. The Attribute Updated block is the first step to this workflow. This block will be activated every time you update the status attribute of your deals in your Deals object. To make sure this workflow runs properly, we will need to select the Deals object and the Deal Stage attribute used to track a deal’s progress.

2. The Filter block decides which deals get passed to the next block. This is where you set the criteria of what counts as a won deal. In this instance, our only requirement is for the deal attribute be moved to Won, so only the qualified deals will trigger the next block. However, you can add more filters if you need to.

3. The If/Else block is an optional one which allows you to branch the workflow into two options. What will be triggered next depends on whether your won deal has a value or not.

4. In the case where If/Else is used, there are two Post Message to Slack Channel blocks connected. One represents the action to send message to Slack without a deal value, and other only gets triggered if there is a deal value. If you have removed the previous block, you can simply set a single message to be sent. An example message would be:

   Title: {Updated by} moved {Record > Deal Name} to Won
   Description: Deal value - {Record > Deal value}