Help

Slack message triggered by formula field?

Topic Labels: Automations
Solved
Jump to Solution
745 2
cancel
Showing results for 
Search instead for 
Did you mean: 
Dustin_Good
6 - Interface Innovator
6 - Interface Innovator

I just connected a base to slack and I’d like to automatically message a specific employee when a customer’s credit card expires. I have a field with expiration date, another field with a formula “IF({Expiration Date}<TODAY(),“Expired”,“Valid”)”. Is there a way I can trigger a slack message when this field is “Expired”?

Would I use “updates to watched record” to configure slack message? If so, how do I make my formula field a “watched record”?

1 Solution

Accepted Solutions
Vivid-Squid
11 - Venus
11 - Venus

Hi @Dustin_Good
You can use the When a Record Matches a Condition trigger. The condition should be when the formula field is Expired.
Then add an action to Send Message in Slack

See Solution in Thread

2 Replies 2
Vivid-Squid
11 - Venus
11 - Venus

Hi @Dustin_Good
You can use the When a Record Matches a Condition trigger. The condition should be when the formula field is Expired.
Then add an action to Send Message in Slack

Thank you @Vivid-Squid. This did exactly what I needed. Interesting that from the other view it was not as clear as this automation.