Workbot for Slack and Salesforce CPQ integrations and automations

Do everything in one place

Customize your Workbot for Slack and Salesforce CPQ integration with the following triggers and actions.

Triggers

When this happens…

Workbot for Slack
  • New command Real-time
    New command to Slack Workbot
  • New URL mention Real-time
    New message with URL mention from Slack
  • New dynamic menu event Real-time
    New dynamic menu event in Workbot
  • New help message trigger Real-time
    New help message to Workbot
  • New Shortcut trigger Real-time
    New shortcut to Slack Workbot
  • New event Real-time
    New event to Slack Workbot

    • Any other trigger you can think up

Salesforce CPQ
  • Object created
    Object created in Salesforce CPQ
  • Daily object review
    Daily Object review in Salesforce CPQ
  • Object created/updated
    Object created/updated in Salesforce CPQ

    • Any other trigger you can think up

Actions

Do this…

Workbot for Slack
  • Custom action
    Custom action in Workbot for Slack (Custom)
  • Open/update or push modal view
    Open/update or push a modal view as Slack Workbot
  • Delete message
    Delete message as Slack Workbot
  • Download attachment
    Download attachment from Slack Workbot
  • Return menu options
    Return menu options
  • Get user info
    Get user info by email or user ID
  • Publish App Home view
    Publish an app home view
  • Post dialog
    Post dialog for Slack Workbot
  • Post message
    Post message as Slack Workbot
  • Post command reply (old version)
    Post command reply as Slack Workbot
  • Post command reply
    Post command reply as Slack Workbot
  • Update blocks by block id
    Update blocks in messages, modal views, and App home
  • Post attachment
    Posts attachment as Slack Workbot

    • Any other action you can think up

Salesforce CPQ
  • Custom action
    Custom action in Salesforce CPQ (Custom)
  • Create object
    Create object in Salesforce CPQ
  • Get related objects Batch
    Get related object list in Salesforce CPQ
  • Search objects Batch
    Search for objects in Salesforce CPQ
  • Update object
    Update object in Salesforce CPQ

    • Any other action you can think up

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