Who This Is For / When to Use
Use this action if you want to:
Notify team members about new appointments, leads, or events
Send internal alerts inside Slack from workflows
Route notifications dynamically based on contact or appointment data
Replace manual Slack messaging with automated workflows
What This Action Does
This premium workflow action sends a Slack direct message to a single user when a workflow step runs.
Messages are sent inside your connected Slack workspace
The recipient is resolved using one of four User Source options
Message content supports dynamic custom values
Available User Sources
You must select one User Source to determine who receives the Slack message.
1. Assigned User
Sends the Slack message to the user assigned to the contact.
Uses the assigned user’s email
Matches that email to a Slack user
Use case:
Notify the owner of a lead or contact about activity or updates.
2. Custom Email
Sends the Slack message to a user resolved from a dynamic or static email address.
Enter an email manually or
Insert a custom value (example:
{{appointment.user.email}})
Use case:
Send messages dynamically based on appointment owners, calendar users, or workflow variables.
3. Internal User
Sends the Slack message to a specific account user.
Select a user from your account
Their email is used to locate the Slack user
Use case:
Notify fixed roles like finance, admin, or operations users.
4. Slack User
Sends the message directly to a Slack workspace user by name.
Search by name
Use Load More if the user does not appear
Important:
Slack limits the number of users returned at once. Large workspaces (1,000+ users) may require multiple Load More clicks.
Step: Write the Message Content
In the Message field, enter the text to send as a Slack DM.
Supports plain text and formatting
Supports dynamic custom values
Using Custom Values in Messages
Click the custom value picker to insert dynamic data such as:
Contact information
Assigned user details
Appointment details
Calendar or account data
The message is sent immediately when the workflow step runs
Delivery depends on successful Slack user resolution
Execution details appear in workflow logs
Common Issues and Fixes
Message Not Delivered
Verify Slack integration is connected
Confirm the email matches a Slack user
Check workflow execution logs
User Not Found in Slack Search
Click Load More repeatedly
Confirm the user exists in the connected Slack workspace
Wrong Recipient
Recheck selected User Source
Validate email or custom value output
FAQs
What User Source options are available?
Assigned User, Custom Email, Internal User, and Slack User.
Can this be used in automations?
Yes. This action is designed for workflows and automations.
Does this send messages to channels?
No. This action sends direct messages only.
Can I personalize messages?
Yes. Use custom values to insert dynamic data.
Why don’t I see all Slack users?
Slack limits user fetching. Use Load More to load additional users.