π Native Enrichment by RevenueHero: RevenueHero fills in all your prospect details with just the email. Instant enrichment, automated scheduling, more pipeline! β Learn more
π Native Enrichment by RevenueHero: RevenueHero fills in all your prospect details with just the email. Instant enrichment, automated scheduling, more pipeline! β Learn more
For a detailed list of supported triggers, check here.Once the trigger has been selected, youβll see a slide-out open on the right that shows the selected trigger. The next step would be to choose the Meeting Types to restrict this workflow to run on
While selecting the Meeting Types to restrict the workflow to run on, you can either choose the workflow to run for All Meeting Types or for Selected Meeting Types to choose the subset of Meeting Types.
Once the applicable Meeting Type setting has been chosen, click Proceed at the bottom right corner. The next step is to configure the action of the workflow i.e. where to send the notification to.
Choose to send the notification via Slack to specific channels or via Email to the booker, assignee or specific people.
For a detailed list of supported actions for supported triggers, check here.After choosing an action, youβll see a slide-out open on the right to configure properties for each action. Each action roughly has the following skeleton that has configurable text with the help of Placeholders and Info Blocks and a powerful rich text editor.Each action comes pre-filled with appropriate title and body based on the trigger to help set it up quickly.
NOTEWhen configuring a Slack notification to a channel, please note that the ReveuneHero bot needs to be added to the channel to receive notifications.
This can be done by typing @revenuehero in the message box of the channel and pressing enter and you should see a confirmation message stating bot has been added to the channel
Preview the configured workflow and if everything looks okay, click on Create Workflow on the top right corner of the page to create your workflow and give it a name to remember by πππ
Add a secret to validating using that on the receiving app
Add any custom headers needed
Preview the configured workflow and if everything looks okay, click on Create Workflow on the top-right corner of the page to create your workflow and give it a name to remember by πππFor a detailed list of webhook payloads, check here.