Notification steps

Notification steps keep your team in the loop: post to Slack, spin up a channel, or email internal users when something happens in a workflow.

Add a step in the Workflows builder with Add Node. Slack steps need the Slack integration connected under Settings → Integrations. In a message field, type {{ to insert data from an earlier step, or @ to mention a person, group, or channel in Slack.

Send Slack message

Posts a message to a channel, to people as direct messages, or both.

Field	What it does	How to use it
Slack channel	The channel to post to.	Optional. Pick a channel, for example `#sales-alerts`.
Recipients	People to direct-message.	Optional. Pick mapped Default users or Slack user groups (a group expands to a DM per member).
Message	The message to send.	Write the message. You can `@` mention recipients and insert workflow data with `{{`.

Set at least one of Slack channel or Recipients. Messages over Slack’s 4000-character limit are shortened automatically.

Send internal email

Emails people on your team.

This step emails internal Default users only. It cannot email an external address such as a lead. To email a lead, use an outside system through the Send to Webhook step or your sequencing tool.

Field	What it does	How to use it
Recipients	The internal users to email.	Pick one or more Default users.
Subject line	The email subject.	Enter a subject, for example `New enterprise lead`.
Message	The email body.	Write the message; insert workflow data with `{{`.
Action URL	A button link in the email.	Optional. Enter a URL to link a call-to-action button.
CTA text	The button label.	Optional. Defaults to Open in Default when an Action URL is set.
Supporting text	Extra text below the message.	Optional.

Create Slack channel

Creates a Slack channel, optionally posting a first message.

Field	What it does	How to use it
Channel Name	The channel to create.	Enter a name; it is lowercased automatically. Insert data with `{{`, for example `deal-` plus the account name.
Description	The channel description.	Optional, up to 250 characters.
Topic	The channel topic.	Optional, up to 250 characters.
Make Channel Private?	Whether the channel is private.	Toggle on for a channel only invited members can see.
Message	A first message to post.	Optional. Posted by the bot when the channel is created. You can `@` mention people and insert workflow data with `{{`.

The new channel’s ID and name are available to later steps, for example to add members.

Add member to Slack channel

Adds people, bots, or guests to a channel.

Field	What it does	How to use it
Slack Channel	The channel to add to.	Pick a channel, or use one created earlier in the workflow.
Internal Members	People inside your workspace to add.	Pick mapped Default users, workspace Slack users, or a CRM owner (such as an account or CSM owner) resolved from an earlier match, create, or update step. Default converts a CRM owner to their mapped Slack user automatically.
Slack bots	Apps or bots to add.	Optional. Pick installed Slack apps.
External Members	Guests outside your workspace to invite by email.	Optional. Type an email, or pick an email resolved from an earlier step (for example a CRM owner or a form field mapped to email). Each is invited as a guest member.

Add at least one member, bot, or external email.

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Notification steps

Send Slack message

Send internal email

Create Slack channel

Add member to Slack channel

​Send Slack message

​Send internal email

​Create Slack channel

​Add member to Slack channel

Send Slack message

Send internal email

Create Slack channel

Add member to Slack channel