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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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