Integrate Slack with Mercately

Send information between Slack and Mercately automatically, without writing any code, using Zoho Flow.

Build your own integrations between Slack and Mercately

Connect Slack and Mercately with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Slack and Mercately using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Message starred

Triggers when a message is starred

Channel created

Triggers when a new channel is created

Message posted to public channel

Triggers when a new message is posted to the selected public channel

Message posted to private channel

Triggers when a new message is posted to the selected private channel

User added

Triggers when a new user is added

Customer created

Triggers when a new customer is created

All Actions - Actions are the automated tasks

Send private channel message

Sends a message to the selected private channel

Update profile

Updates the profile information for the selected user

Set channel topic

Sets the topic for the selected channel

Create channel

Creates a new public channel

Fetch user - By name

Fetches the details of an existing user by name

Send direct message

Sends a direct message to the selected user

Fetch user - By username

Fetches the details of an existing user by username

Create reminder

Creates a new reminder

Send public channel message

Sends a message to the selected public channel

Fetch user - By ID

Fetches the details of an existing user by ID

Create customer

Creates a new customer

Create deal

Creates a new deal

Update deal

Updates the details of an existing deal

Update customer

Updates the details of an existing customer

Fetch customer by ID

Fetches the details of an existing customer using ID

Fetch customer using search parameter

Fetches the details of an existing customer using search parameter

Fetch deal by ID

Fetches the details of an existing deal using ID

What is Slack?

Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders.

What is Mercately?

Mercately is a CRM platform that helps businesses manage sales and customer communications through WhatsApp and other channels.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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I’m a lawyer by training, not a developer, but I built these flows myself. That says something about how accessible Zoho Flow is. It has helped us save over $100,000 and 1,200 hours every year.

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Chief Operating Officer, Alps Education

Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.

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Platform Evangelist, Spaghetti Agency

We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.

Mattias Johansson

CEO, InterForm

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