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Workflow Automation- Send channel messages in Slack when new notes are added with a specific note type in Recruit CRM

This article will guide you on how to connect the apps used in this automation and provides an overview of each step involved in the recipe.

Written by Likhitha Satya Maansi Rudra

Keep your team informed of important updates by automatically sharing key notes in Slack, improving collaboration and follow-up.

Apps that are required to be connected for the recipe

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.

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

1. Trigger: New Notes are added in Recruit CRM

This is the starting point of the automation. It gets triggered whenever a note is added 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 updated deal stage ('Label Datapill') is exactly 'Won' and

    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.

Hope this helps!😊

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