Erxes + Slack Integration

Integrate Erxes to Slack in one click, or tell Integrately AI how you want each customer handled. Notify your team, update your communication channels, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
  • Slack
    Message is posted on private channel in Slack
  • Slack
    Group message is received in Slack
  • Slack
    Direct message is received in Slack
  • Slack
    Reaction is added in Slack
  • Slack
    Channel is created in Slack
  • Slack
    Custom emoji is added in Slack
  • Slack
    User is created in Slack
  • Slack
    File is created in Slack
Arrow Right
2.
  • Slack
    Get thread messages in Slack
  • Slack
    Search user in Slack
  • Slack
    Send channel message in Slack
  • Slack
    Send direct message in Slack
  • Slack
    Send private channel message in Slack
  • Slack
    Reply to channel message in Slack
  • Slack
    Search message in Slack
  • Slack
    Invite user to channel in Slack
  • Slack
    Search user by email in Slack
  • Slack
    Update profile in Slack
  • Slack
    Create channel in Slack
  • Slack
    Set channel topic in Slack
  • Slack
    Get user by id in Slack
  • Slack
    Set status in Slack
  • Slack
    Get Message Permalink in Slack
  • Slack
    Add reminder in Slack

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Ready Workflows Ready Workflows for Erxes + Slack Integration

Capture customer messages, alert your team about form submissions, update your workspace channels, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Erxes + Slack Integration

Send Slack message for new Erxes contact

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a Slack message for every new Erxes contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
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Erxes + Slack Integration

Send Slack message for new Erxes contact

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a Slack message for every new Erxes contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
See more
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Erxes + Slack flow

Sync your Erxes chats and Slack alerts with CRMs, support tickets, and marketing tools to keep your entire team aligned. Pick a combination and activate it in one click.

Erxes
Slack
+
HubspotHubspot (8)
+
ZendeskZendesk (8)
+
SalesforceSalesforce (8)
+
GmailGmail (8)
+
TypeformTypeform (4)
+
StripeStripe (8)
E
H
S
Add every new Erxes customer to HubSpot, and notify your sales team in Slack
New Erxes customers appear in HubSpot instantly and your sales team hears about it in Slack, eliminating manual entry.
E
H
S
Create a HubSpot deal for every Erxes form submission, and alert your team in Slack
Turn Erxes form submissions into HubSpot deals and notify your team in Slack immediately.
E
H
S
When an Erxes company is created, update HubSpot and post the details in Slack
Keep HubSpot company records synchronized with Erxes and post updates to Slack.
E
H
S
Create a HubSpot task for every customer message in Erxes, and confirm it in Slack
Turn incoming Erxes customer messages into actionable HubSpot tasks with instant Slack confirmation.
E
H
S
If an Erxes form submission contains enterprise details, create a priority contact in HubSpot and alert sales in Slack
Route enterprise form submissions from Erxes into high-priority HubSpot contacts and alert sales in Slack.
E
H
S
When an Erxes customer is updated, sync the changes to HubSpot and notify your team in Slack
Keep HubSpot contact data accurate when Erxes customer profiles change, and notify Slack.
E
H
S
Use ChatGPT to summarise new Erxes customer messages, save the note in HubSpot, and alert support in Slack
Summarise Erxes customer messages using ChatGPT, save notes in HubSpot, and alert support in Slack.
E
H
A
S
Turn every Erxes form submission into a HubSpot contact, create a follow-up task in Asana, and notify your team in Slack
Create HubSpot contacts from Erxes form submissions, assign follow-up tasks in Asana, and notify Slack.

Supported triggers and actions for Erxes and Slack

Mix and match to build the exact automation you need

Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
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Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
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No action is available
Slack
Slack Triggers & Actions
Message is posted on private channel in Slack
Triggers the automation when a message is posted on a private channel
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Group message is received in Slack
Triggers the automation when a group message is received
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Direct message is received in Slack
Triggers the automation when a direct message is received
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Reaction is added in Slack
Triggers the automation when someone reacts to any message
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Channel is created in Slack
Triggers the automation when a new channel is created
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Custom emoji is added in Slack
Triggers the automation when a custom emoji is added
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User is created in Slack
Triggers the automation when a new user is created
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File is created in Slack
Triggers the automation when a particular action in the workflow fails
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Get thread messages in Slack
Retrieves messages in a specific thread
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Search user in Slack
Searches for a user
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Send channel message in Slack
Sends a channel message
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Send direct message in Slack
Sends a private message to a recipient
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Send private channel message in Slack
Sends a private message to a channel
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Reply to channel message in Slack
Replies to a channel message
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Search message in Slack
Searches for a message
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Invite user to channel in Slack
Sends an invitation to a user to join a channel
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Search user by email in Slack
Retrieves user information based on their email address
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Update profile in Slack
Updates the user's profile
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Create channel in Slack
Creates a new channel
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Set channel topic in Slack
Sets the channel topic
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Get user by id in Slack
Retrieves user information using their id
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Set status in Slack
Sets the status
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Get Message Permalink in Slack
Retrieves the unique url link for a message within a conversation or chat
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Add reminder in Slack
Schedule and set reminder for a date and time
Try it →

What can you automate with Erxes + Slack?

Streamline your customer operations by connecting Erxes events directly to Slack notifications and downstream app actions.

What you can automate?
🚀
Instant Slack notifications for new Erxes customers
Automatically send a message to your team in Slack the moment a new customer is created in Erxes, keeping everyone informed of new sign-ups.
📋
Capture every Erxes form submission field
Map all submitted questions and answers from Erxes form submissions into your downstream records and team notifications without leaving data behind.
🔔
Alert the right team member immediately
Route specific Erxes customer messages and company updates straight to the designated Slack channel so the responsible team member can take action.
🔀
Route records based on submitted criteria
Evaluate incoming Erxes form submissions and direct high-priority leads to specialised channels while standard inquiries go to general queues.
🔄
Keep downstream records updated as profiles change
Automatically sync customer updates made in Erxes across your connected workspace tools to maintain single sources of truth.
🔍
Prevent duplicate records across systems
Check existing databases before creating entries so that repeat Erxes customer interactions update current profiles instead of spawning duplicates.
Handle later customer status changes
Trigger automated workflows when an Erxes customer record is updated or a support thread concludes, updating all connected platforms.
🔗
Extend your workflow to trusted business tools
Connect Erxes and Slack with popular platforms like HubSpot, Zendesk, Salesforce, Gmail, Typeform, and Stripe to build complete multi-step pipelines.
And much more...

Who is Erxes + Slack integration for?

Teams relying on Erxes and Slack to manage customer interactions and team communication can eliminate manual data copying and streamline their daily workflows.

Operations Managers
Operations Managers
Customer Support Leads
Customer Support Leads
Account Executives
Account Executives
Customer Success Teams
Customer Success Teams
Sales Development Reps
Sales Development Reps
Data Compliance Officers
Data Compliance Officers
📈
Operations Managers
You compile customer interaction metrics from Erxes chats, but manual loggers miss updates so your reporting dashboard is always outdated — with this integration, every new customer record syncs instantly and your pipeline numbers remain accurate.
Customer Support Leads
You need to respond to urgent Erxes customer messages immediately, but delayed ticket creation leaves inquiries sitting unread in queues — with this integration, every message triggers instant Slack alerts so support staff can act right away.
🤝
Account Executives
You update stakeholders on new form submissions, but manual exports delay progress updates and create communication gaps — with this integration, every submission posts directly to Slack channels for immediate stakeholder visibility.
📊
Customer Success Teams
You handle high volumes of daily Erxes chats, but manual record keeping causes customer requests to slip through the cracks — with this integration, every submission is automatically processed and routed without manual intervention.
🔄
Sales Development Reps
You depend on inbound Erxes leads to start outreach, but manual handoffs from chat agents slow down response times — with this integration, every new customer record lands in your CRM and notifies your sales channel instantly.
📝
Data Compliance Officers
You audit customer interaction histories, but manual entry errors leave missing gaps in your tracking logs — with this integration, every Erxes event and form submission is recorded accurately without omissions.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Erxes + Slack

Build and manage your Erxes + Slack automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Erxes + Slack with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Erxes to Slack?
Frequently Asked Questions
You can connect Erxes to Slack in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation. Connect your accounts, select your trigger events, and your workflow runs instantly alongside 1,500+ other apps like HubSpot, Zendesk, and Salesforce.
Can I automatically send Slack notifications for new Erxes customers?
Frequently Asked Questions
Can I connect Erxes, Slack, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Erxes and Slack?
Frequently Asked Questions
How are customer form submissions handled between Erxes and Slack?
Frequently Asked Questions
Can I send company updates from Erxes to Slack?
Frequently Asked Questions
Do I need coding skills to automate Erxes and Slack?
Frequently Asked Questions
Is the Erxes and Slack integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Erxes or Slack With 1500+ Other Apps

Erxes
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Connect Erxes to CRMs, messaging platforms, and support tools to capture and follow up on customer conversations.
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Slack
Popular Slack Integrations
Sync Slack with project management, communication, and reporting tools to keep team workflows connected across your stack.
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Slack Integrations arrow right
No popular apps found