Nutshell holds your pipeline. FlowMattic tells Slack when it moves: a won lead to the sales channel, a new form submission to whoever handles inbound, a new task to the person it belongs to. For sales teams who live in Slack during the day and update Nutshell as they go.
6 triggers 14 actions 6 example workflows 2 ready-made templates Unlimited runs
When this happens in Nutshell6 triggers
Do this in Slack14 actions
1. TriggerLead Won2. ActionSend Channel MessageWhen Nutshell fires Lead Won, FlowMattic runs Send Channel Message in Slack with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Ready-made templateThe sales channel gets the lead name, value and rep the moment a lead is marked won, so wins are seen by the whole team and not only in the weekly report.
Lead WonSend Channel Message
View the template A Branch checks the lead value. Big wins get their own Slack channel and the account team is invited, so onboarding starts with everyone in one place.
Lead WonBranchCreate ChannelInvite User To Channel
A Router reads which form was filled in, so demo requests go to sales, partner enquiries to partnerships and support questions to the help channel.
New Form SubmissionRouterSend Channel Message
Find User by Email matches the task's assignee to their Slack account and Send Direct Message passes on the task and its due date, so it does not wait in Nutshell unseen.
New TaskFind User by EmailSend Direct Message
A Filter keeps only the activity types you choose, such as meetings, and posts them to a private managers' channel for coaching without exposing every note to the team.
New ActivityFilterSend Private Channel Message
New Company posts the company name and owner, so territory owners notice new accounts in their patch and can claim or research them early.
New CompanySend Channel Message
At the end, every lead marked won in Nutshell posts its name, value and owner in your sales channel.
Under Connects in FlowMattic, add the Slack workspace your sales team uses.
Add a Nutshell connection with an account that can see the pipeline you want to announce.
Create a workflow with the Nutshell Lead Won trigger and win a test lead so FlowMattic captures its fields.
Add Slack Send Channel Message, choose the sales channel, map the lead fields into the text, test it and switch the workflow on.
1. Trigger in Nutshell
Lead Won
2. Action in Slack
Send Channel Message
Fields mapped from the earlier steps (a typical setup)
| From Nutshell | To Slack |
|---|---|
| Lead name | Message: deal |
| Value | Message: value |
| Assignee | Message: rep |
| Primary company | Message: company |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Nutshell and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Reps hear about tasks and managers see wins in Slack, while Nutshell stays the record of the pipeline.
Lead values and contact details pass through your own WordPress site on the way to Slack, not through another company's automation account.
Runs are unlimited on every FlowMattic plan, so a growing pipeline never pushes you to a bigger automation bill.
Create a FlowMattic workflow with the Nutshell Lead Won trigger, then add Slack Send Channel Message with the lead name, value and assignee mapped into the text. Test it with a won lead and switch it on.
Yes. Use New Task, then Find User by Email with the assignee's email and Send Direct Message. It needs the same email in Nutshell and Slack.
Yes. Start from New Form Submission and add a Router on the form name, with a Slack step and channel on each path.
Yes. Add a Branch on the lead value after Lead Won. On the large-deal path, Create Channel names it after the lead and Invite User To Channel adds the account team.
Yes. Start a second workflow from New Person and post the name, company and owner to a prospecting channel, or filter it so only people from a named source appear.
Did not find your answer? You can browse the help center or ask us directly.
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Slack and Fluent Support21 shared templates
Slack and WooCommerce18 shared templates
Slack and Notion17 shared templatesInstall FlowMattic, connect both accounts and import a template. Every run stays on your own server.
30-day money-back guarantee Unlimited workflows and runs Self-hosted
Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Nutshell integration 1.0.0, Slack integration 1.0.
