Slack
Post every new lead to a Slack channel, with the message you choose.
Connect the MCP server, then just ask.
| create_automation | Creates an automation that is active straight away and runs whenever a lead matches it. | Changes data |
| list_slack_channels | The channels of the Slack workspace connected to this website (archived ones left out), to pick one for a Slack automation: id, name, isPrivate, isMember (the app is in it) and members. | Read-only |
| get_slack_message_template | The template of the message posted to Slack for each lead: template (null = the default is used), defaultTemplate and mergeFields (every field a template may use). | Read-only |
| set_slack_message_template | Changes the template of the message posted to Slack for each lead (Slack formatting: *bold*, _italic_). | Changes data |
| send_slack_test_message | Posts a sample lead message (marked [Test Notification]) to a Slack channel so you can see how it looks. | Changes data |
Use case
Post every new lead to #sales in Slack.
Called create_automationShow input
{
"websiteId": "64b7f0a1c2d3e4f5a6b7c8d9",
"name": "New US leads to #sales",
"trigger": {
"then": "send-to-slack",
"actions": {
"sentToSlack": {
"sendMessagesTo": "sales"
}
}
}
}Use case
Which Slack channels can you post leads to?
Called list_slack_channelsShow input
{ "websiteId": "64b7f0a1c2d3e4f5a6b7c8d9" }Each channel comes back with its name, whether it is private and whether the app is in it (isMember). Public channels work without inviting the app; a private channel only appears once you invite the app to it (/invite in Slack).
Use case
Add the pages they visited to our Slack lead message.
Called get_slack_message_templateShow input
{ "websiteId": "64b7f0a1c2d3e4f5a6b7c8d9" }Your assistant reads the current message and the merge fields it can use, then saves the new version:
Called set_slack_message_templateShow input
{
"websiteId": "64b7f0a1c2d3e4f5a6b7c8d9",
"template": "*New lead:* {{lead.company.name}} ({{lead.company.domain}})\n{{lead.person.firstName}} {{lead.person.lastName}}, {{lead.person.position}}\n*Pages:* {{lead.visit.pageList}}"
}If the answer lists unknownFields, a merge field was misspelt and would show empty. An empty template goes back to the default message.
Use case
Send me a test Slack message so I can see how leads look.
Called send_slack_test_messageShow input
{
"websiteId": "64b7f0a1c2d3e4f5a6b7c8d9",
"channelName": "sales"
}