Sends a slack notification when a BDR books a meeting
| Field | Value |
|---|---|
| ID | 93054535 |
| Status | Enabled |
| Object Type | CONTACT |
| Scope | sales |
| Created | Oct 17, 2025 |
| Updated | Oct 17, 2025 |
Functional Analysis
Business Trigger: Business Development Representative successfully books a meeting with a prospect
Business Outcome: Team receives Slack notification about the meeting booking for visibility and celebration
Type: Notification | Complexity: low
Simple notification workflow triggered by meeting booking
How This Workflow Functions
This workflow is designed to convert the trigger "Business Development Representative successfully books a meeting with a prospect" into the outcome "Team receives Slack notification about the meeting booking for visibility and celebration".
| Runtime Metric | Value |
|---|---|
| Total action nodes | 5 |
| Decision points (branches) | 1 |
| Data update actions | 0 |
| Delay/wait actions | 1 |
| Notification actions | 0 |
| Task creation actions | 0 |
| External call actions | 1 |
Enrollment / Entry Criteria
_No explicit enrollment criteria were found in the extracted payload._
Step-by-Step Action Flow
| Sequence | Context | Action Type | What Happens |
|---|---|---|---|
| 1 | Main Flow | BRANCH | Evaluate branch logic and route to the matching path |
| 1.A.1 | Main Flow > Accepted | EXTENSION | Execute EXTENSION action |
| 1.A.2 | Main Flow > Accepted | COPY_COMPANY_PROPERTY | Execute COPY_COMPANY_PROPERTY action |
| 1.R.1 | Main Flow > Rejected | WEBHOOK | Send webhook to https://api.clay.com/v3/sources/webhook/pull-in-data-from-a-webhook-0d944549-184e-4b55-9fec-e669da7b9dd5 |
| 1.R.2 | Main Flow > Rejected | DELAY | Delay for a configured period |
Action Narrative
- Branch:
- EXTENSION
- COPY_COMPANY_PROPERTY
- Webhook to
https://api.clay.com/v3/sources/webhook/pull-in-data-from-a-webhook-0d944549-184e-4b55-9fec-e669da7b9dd5
- Delay
Group: Sales Activity Notifications