There are multiple ways to connect Spreadsheet.com with outside applications. Some involve importing or exporting workbooks and attachments. For instance, importing attachments from Dropbox, or exporting a workbook to Excel. Other integrations use automations to connect workbook data with other applications and perform actions. One common action is to post a message, on Microsoft Teams, via Gmail, or on Slack.
Use a Slack automation to let your team know about new sales deals that came in, to congratulate the team when tasks are completed, or to post about customer service requests coming in via forms.
Setting up a Slack Automation
A variety of automation activities can trigger Slack messages. Some Slack automations are noted in the automation recipes section of the automations menu. But sending a Slack message is an option when creating any trigger.
To create a new automation that sends a Slack message, first select an automation recipe or start from scratch. In the automation configuration menu, customize your trigger, add conditions as needed, and customize the Slack message and channel your message will be posted to.
For instance, in the animation below, we create a new automation to post on Slack when our customer service form is filled out. We even use column value placeholders to customize the message.
Now, whenever a customer fills out or form, the whole customer service team will be notified on Slack.
For other automation types, check out our articles on triggering a Spreadsheet.com notification, email, MS teams message, or more. Or check out integrations to upload attachments from other applications.