Automate Case Status Notifications In Slack

Creating case status notifications is an incredibly easy way to make sure your team is responsive and accomplishing what they set out to! With Troops’ Workflow Builder you can automatically create case status notifications around anything that your team may need to see. You can use the rich custom filters that are available right out of the box with Troops’ Workflow Builder to receive notifications when a case is created or has its status changed. Once you’ve established your conditions, Troops’ Slack Salesforce case status notifications can be routed to Slack channels, referenced Salesforce users, or individual Slack team members. Perhaps the most powerful part of this workflow is the ability to attach custom case actions. This allows your team to take the best next action directly from the notification would could even be updating a case status! Simply put, if you’re using cases, you need to be using this workflow.

  • Custom Trigger Filters
  • Custom Salesforce Actions
  • Real-time
  • Cross-Object Attributes
  • Routing to Salesforce Reference Users, Slack Channels, and Direct Messages
ServicesSalesforce, SlackObjectCaseRolesSales, CS, Sales Ops, C-Suite, Marketing
Suggested ActionsUpdate Status, Re-Assign