Every weekday morning, posts the open HubSpot deals due to close today or tomorrow, with value and owner.
Uses
HubSpot
Slack
Post deals closing today or tomorrow to Slack
Run every weekday at 08:00.Run every weekday at 08:00.Deals due to close today or tomorrowFind deals. Save it as closing_today.HubSpot
If closing_today.total is greater than 0If closing_today.total is greater than 0Yes
One line per dealWrite each item in closing_today.results as • @item.properties.dealname – @item.amount_display (@item.owner_name), one per line and save it as deal_lines.Post the list in SlackSend message to channel. Save it as alert.Deals due to close today or tomorrow (closing_today.total_amount_display in total):
deal_linesSlackNo
No steps