Ortto tags, scores and tracks every person in your audience. FlowMattic posts the changes your team should act on to Slack: a hot-lead tag to sales, a churn-risk tag to customer success, a lifecycle change to the record's owner. For marketing and revenue teams who use Ortto journeys and want people to follow up by hand.
5 triggers 14 actions 6 example workflows 2 ready-made templates Unlimited runs
When this happens in Ortto5 triggers
Do this in Slack14 actions
1. TriggerTag Added2. ActionSend Channel MessageWhen Ortto fires Tag Added, 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 templateEach tag added to a record posts the person and tag to Slack, so a tag set by a journey or a form becomes a prompt for someone to follow up.
Tag AddedSend Channel Message
View the template A Router reads the tag name. Hot-lead tags go to sales, churn-risk tags to customer success and event tags to the events team, each in its own channel.
Tag AddedRouterSend Channel Message
Fields Updated watches the fields you choose. A Filter passes lifecycle changes, Find User by Email finds the owner and a direct message tells them their contact moved stage.
Fields UpdatedFilterFind User by EmailSend Direct Message
A Filter lets through new records whose email is not on a free mail domain, so the sales channel sees company sign-ups rather than every newsletter subscriber.
New Record CreatedFilterSend Channel Message
Tag Removed posts to a private success channel, so a customer dropping out of a VIP or paid segment gets a conversation instead of going unnoticed.
Tag RemovedSend Private Channel Message
An AI Agent reads the activity data and writes one line on what the person did, such as viewing pricing again, before it posts to the sales channel.
New ActivityAI AgentSend Channel Message
At the end, each tag added to an Ortto record posts the person and the tag in your Slack channel.
Under Connects in FlowMattic, add the Slack workspace your team uses.
Create a workflow with Ortto and the Tag Added trigger, then follow the setup instructions on the trigger step.
Add a tag to a test person in Ortto so FlowMattic captures the record and tag fields.
Add Slack Send Channel Message, choose the channel, map the name, email and tag, test the step and switch the workflow on.
1. Trigger in Ortto
Tag Added
2. Action in Slack
Send Channel Message
Fields mapped from the earlier steps (a typical setup)
| From Ortto | To Slack |
|---|---|
| First and last name | Message: person |
| Message: email | |
| Tag | Message: tag |
| Organization | Message: company |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Ortto and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Tags and field changes that Ortto already tracks become a message to a named person, so warm leads and at-risk customers get a human touch.
Records pass through your own WordPress server on the way to Slack, not through another company's automation account.
Runs are unlimited on every FlowMattic plan, so a journey that tags thousands of people costs nothing extra.
Create a FlowMattic workflow with the Ortto Tag Added or Tag Removed trigger, follow its setup instructions, then add Slack Send Channel Message with the person and tag mapped.
Yes. Add a Router after Tag Added that checks the tag name, with a Slack step and channel for each tag you care about.
Yes. Use Find User by Email with the owner's email from the record, then Send Direct Message. It needs the same email in Ortto and Slack.
New Activity fires when a person's activity occurs. Use a Filter on the activity name so only the ones that matter, such as pricing page views or form fills, reach Slack.
No. FlowMattic only reads the events and posts to Slack. Journeys, tags and scoring keep running in Ortto as before.
Did not find your answer? You can browse the help center or ask us directly.
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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Ortto integration 1.0.0, Slack integration 1.0.
