How to automatically send Slack direct messages when opportunity stages in Salesforce are reached

Add the Salesforce trigger to initiate your playbook's actions when opportunity stages are reached.

To do this, click "Add trigger" in your playbook. Select the "Opportunity stage reached" trigger option from the dropdown menu under Salesforce. It will enable your playbook to automatically identify newly reached opportunity stages and trigger necessary actions.

If you still need to connect your Salesforce account to Relay.app, a prompt will guide you through the connection process.

Integrate Slack automation into your playbook to ensure that you receive timely updates when opportunity stages in Salesforce are reached.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name, and the message body containing detailed information.

If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack direct messages when opportunity stages in Salesforce are reached without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.