i have one custom object in salesforce, i want to send the approval to slack, user in slack can approve/reject the record, and all the conversation in slack will be reflect to salesforce. can we do that in zapier?
Welcome aboard,
Yes, that would be possible with Zapier! Perhaps the Slack user could add a emoji reaction to the Slack message to approve/reject it? That would then allow you to trigger a Zap using the New Reaction Added Slack trigger and have different paths run actions according to whether it was an approve or reject emoji that was added. Alternatively you could set up two Zaps one to trigger when an approval emoji is added and another that triggers if a rejection emoji is added. Do you think that could work?
For keeping a record of Slack messages in Salesforce you could try this Zap template: Create Salesforce records for new Slack channel messages. But if you’re wanting to copy replies in a thread over to a specific record in Salesforce then you might want to take a look at the approach discussed in this other community thread:
It’s Slack and Asana rather than Slack and Salesforce but the general approach would be similar.
Hope that helps to get you pointed in the right direction. If you run into any issues on that or have further questions do let us know!
hi
but, i am still confused about how to retrieve the all the message from the thread to salesforce.
i following this Zap 2 - creates a reply to the task message in Asana, but i dont know how to do it. → Action: Find Record (Zapier Tables) - searches based on the timestamp in the Thread TS field, which should match the timestamp of the original message that started the thread, to get the task ID.
can you explain it for me? its my first zapier project, so kinda confused :))
Thanks for getting back to me,
but, i am still confused about how to retrieve the all the message from the thread to salesforce.
The approach I mentioned won’t get you a list of all the replies in a Slack thread at once. If you want to get all the messages in a specific Slack thread you could use a Retrieve Thread Messages (Slack) action which would retrieve the parent message and all it’s replies:
i following this Zap 2 - creates a reply to the task message in Asana, but i dont know how to do it. → Action: Find Record (Zapier Tables) - searches based on the timestamp in the Thread TS field, which should match the timestamp of the original message that started the thread, to get the task ID.
Using the approach mentioned in the other community thread you’d have record of each Salesforce record’s ID and the corresponding Slack thread’s timestamp. It essentially functions in the same way as a lookup table - see Create lookup tables in Zaps to learn more. Then, when the Zap triggers on a new reply in a Slack thread, it checks the table to find the record of the Slack thread to get the Salesforce record’s ID and then you’d use a Salesforce action to add a note with the Slack message text or update the record (depending on how you want the Slack conversation recorded in Salesforce).
Looking at the screenshot you there’s a couple of adjustments I’d suggest making:
- In the Table ID field, select the Zapier Table that contains the records of the Salesforce records and corresponding Slack threads.
- In the Lookup Field 1 field select the field in the table that contains the timestamp for the Slack message. A Lookup Value field will then appears allowing and that’s where you’d select the Thread Ts field from the Slack trigger step.
For example:
Hope that helps to clarify things. If you have any further questions or get stuck at all just let me know - happy to assist further!
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.