Workflow Automation- Send Slack channel announcement messages for won deals/when new candidates apply through job pages in Recruit CRM | Recruit CRM

Celebrate sales wins with the team by automatically announcing won deals in Slack, keeping morale high and encouraging team collaboration 🎉

This automation ensures your team is instantly informed in Slack when a deal is marked as “Won” in Recruit CRM. It also keeps all relevant team members informed in real time and reduces manual communication.

Similarly, you can automate the process of notifying a Slack channel when a candidate applies for a job in Recruit CRM.

Apps that are required to be connected for both the recipes

1. Recruit CRM

2. Workbot for Slack

🔗 How to connect your Recruit CRM app in Workflow Automation

1. Navigate to Admin Settings >>> Workflow Automation & Integrations.

2. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.

3. Use the search bar to search for the Recruit CRM app and connect it by selecting it and entering the API key.

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Once the app is successfully connected, you will be able to see a message as 'Connection Established'.

🔗 How to connect your Workbot for Slack app in Workflow Automation

1. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.

2. Use the search bar to search for the 'Workbot for Slack' app and connect it by selecting it and allowing the required permissions.

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Once all the required apps are connected, you can select the connected account inside the related steps of the recipe from here (for the deals won recipe) and from here (for when a candidate applies for a job recipe).

You need to select the desired channel and add all the required information under the 'Setup' section in the Action section >>> Post message as Slack Workbot step.

Note: Workbot must be a member of the selected channel.

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📋 Overview of each step in the Recipe for deals won

1. Trigger: New Deal Stage Updated in Recruit CRM

This is the starting point of the automation. It gets triggered whenever a deal's stage is updated in Recruit CRM.

2. Actions:

Monitor step:
It helps in monitoring the following actions for errors. This makes the automation more reliable.

IF Condition:
Checks whether the Deal stage is Won
If yes, it continues to the next step, which is sending a channel announcement message on Slack.
If no, then no further action is taken.
Error Handler:
If something fails within the Monitor block, then this step is triggered. The Retry Logic ensures that if the errors match those specified (429, 500–504), it retries the monitored actions up to 3 times. If the error continues after 3 retries, or if the error doesn’t match the handled types, the automation stops.

📋 Overview of each step in the Recipe when a candidate applies to a job

1. Trigger: Candidate applied for a job through job pages in Recruit CRM

This is the starting point of the automation. It gets triggered whenever a candidate applies for a job through the job pages in Recruit CRM.

2. Actions:

Monitor step:
It helps in monitoring the following actions for errors. This makes the automation more reliable.
Post Message:
Posts a message when a candidate applies to a job.

Error Handler:
If something fails within the Monitor block, then this step is triggered. The Retry Logic ensures that if the errors match those specified (429, 500–504), it retries the monitored actions up to 3 times. If the error continues after 3 retries, or if the error doesn’t match the handled types, the automation stops.

Hope this helps!😊