Send a Slack alert when a monday sales CRM item is moved to a new stage
When an item is moved to another group on your monday sales CRM board, this workflow posts a message in a Slack channel, so the team sees deals change stage without watching the board.
monday sales CRM
Slack2 steps Setup ~5 min Used on 857 sites Free to import
What this workflow does
In monday sales CRM, deals often move through groups that stand for pipeline stages, such as qualified, proposal sent or negotiation. Those moves matter to more people than the rep who made them. This workflow tells a Slack channel each time an item changes group, so managers and colleagues follow the pipeline where they already talk.
The monday sales CRM trigger, Item Moved, fires when an item is moved to any group on the board you pick. Every move counts, forward or back. Details of the item and the move are passed on to the message.
The Slack step posts to a public channel you choose. Write the message and include the item details that help, for example the deal name and the group it moved to if your test run shows them. The template has no Filter, so moves into every group on that board produce a message. Task History keeps each run and the data monday sales CRM sent.
Pipeline updates for a sales manager
A manager follows a deals channel in Slack and sees each move between stages on the board without opening monday sales CRM.
Hand-off to onboarding
With a Filter for the group that marks a closed deal, the onboarding team's Slack channel hears about each customer it needs to set up.
Celebrating wins in a team channel
Filter on your won group, and the whole company channel sees a message each time a deal lands there.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
monday sales CRM Item MovedFires when an item on the monday sales CRM board you pick is moved to any group. The item's details and the move are passed on for the Slack message.
- Slack Send Channel Message
Announces the stage change in one public Slack channel of your choice. Compose the text from the monday sales CRM item details, then connect your Slack workspace on import.
What you need
- FlowMatticCore
- monday sales CRM AccountAccount
- Slack AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- To alert only on certain stages, add a Filter after the trigger that continues when the destination group matches the one you care about, using the value your test move shows.
- Need a private channel? Swap the step for Slack's Send Private Channel Message action; to reach a single rep, Send Direct Message is the right one.
- Move a test item between groups after import so FlowMattic captures real data, then build the Slack message from it before you switch the workflow on.
Questions about this workflow
Does every move on the monday sales CRM board post to Slack?
Yes, as imported. The trigger fires for moves into any group on the chosen board, including moves backwards. Add a Filter for the groups you want announced.
Can I watch more than one monday sales CRM board?
The trigger watches one board. Duplicate the workflow and point the copy at another board if you need a second one.
Will changes to a deal's columns post a Slack message?
No. Only moving an item to another group starts a run. Edits to columns such as value or owner do not.
Which Slack channels can receive the monday sales CRM alerts?
Public channels, through Send Channel Message. For a private channel, use Slack's Send Private Channel Message action instead.
More Notifications & Alerts workflows
Other ready-to-import templates from the same category.
Import this workflow into your WordPress site
Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.
30-day money-back guarantee Unlimited workflows and runs Self-hosted