Servis.ai holds your deals, contacts and activities. FlowMattic takes the Servis.ai events you set up and posts them to Slack, so won deals reach the whole team, record owners hear about changes to their accounts and follow-ups get a reminder. For sales teams who keep the CRM as the record and Slack as the conversation.
1 trigger 14 actions 5 example workflows 2 ready-made templates Unlimited runs
When this happens in Servis.ai1 trigger
Do this in Slack14 actions
1. TriggerSetup Webhooks2. ActionSend Channel MessageWhen Servis.ai fires Setup Webhooks, 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 record that is created or updated posts its name, type and owner, so the team can follow pipeline activity without opening the CRM.
Setup WebhooksSend Channel Message
View the template A Filter passes only records whose stage moves to won, so the wins channel carries good news and nothing else, with the deal value and the rep who closed it.
Setup WebhooksFilterSend Channel Message
Find User by Email turns the owner's email into a Slack user and sends a direct message, so a rep knows when a colleague edits one of their accounts.
Setup WebhooksFind User by EmailSend Direct Message
A Router reads the record type. New contacts go to the SDR channel for outreach and deal updates go to account executives, so each group sees its own work.
Setup WebhooksRouterSend Channel Message
Add Reminder asks the owner to follow up on a new contact or deal the next working day, so fresh records do not go cold in the CRM.
Setup WebhooksAdd Reminder
At the end, records created or updated in Servis.ai post a short summary to your sales channel.
Under Connects in FlowMattic, add a Slack connection with an account in your sales channel.
Create a workflow with Servis.ai and Setup Webhooks, then follow the trigger's instructions to choose the events Servis.ai sends to the workflow.
Create or edit a test record in Servis.ai so FlowMattic captures its fields.
Add Send Channel Message, choose the channel, include the record name, type, owner and link, test it and switch the workflow on.
1. Trigger in Servis.ai
Setup Webhooks
2. Action in Slack
Send Channel Message
Fields mapped from the earlier steps (a typical setup)
| From Servis.ai | To Slack |
|---|---|
| Record name | Message: record |
| Record type | Message: type |
| Owner | Message: owner |
| Stage | Message: stage |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Servis.ai and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Won deals post to a channel the whole company reads, which costs nothing and keeps the sales team visible.
Direct messages tell a rep when someone else changes their record, so nothing changes behind their back.
FlowMattic runs on your own WordPress site with unlimited runs, so busy pipeline days cost the same as quiet ones.
Add a Slack connection in FlowMattic, create a workflow with the Servis.ai Setup Webhooks trigger and choose your events in Servis.ai as the trigger describes, then add Slack Send Channel Message with the record fields.
Yes. Add a Filter after the trigger that continues only for the record type you want, such as deals, or a Router that sends each type to its own channel.
Yes. Add a Google Sheets step, such as adding a row, before or after the Slack message, so you have a log of each event as well as the alert.
Yes. After a Filter for the stage you choose, use Create Channel with the account name, then Invite User To Channel for the people working the deal.
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. Servis.ai integration 1.0.0, Slack integration 1.0.
