link Slack™ Walkthrough

This guide walks you through the complete process of creating a real-time alert sent to a Slack™ channel. We will monitor a specific column in your Google Sheet™ and send a formatted message via Webhook.

link Step 1: Choose Channel

After clicking “Create Alert” in the dashboard, select the Slack card.

Slack

Select this option card.

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link Step 2: Source Data

Notify needs to know exactly where to look. You will see two dropdowns:

tab Sheet Tab

Q3 Leads

Select the specific tab in your workbook.

view_column Column

Deal Stage (F)

Select the column header to monitor.

link Step 3: Define Trigger

Notify will analyze your data. For this example, we want to alert the Sales team when a deal closes.

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Specific Value

Fire ONLY when Deal Stage is Closed Won.

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update

Any Change

Fire on every edit.

link Step 4: Craft Message

Design the alert using Variables. Note that Slack uses single asterisks for bold text (*bold*).

🚨 *New Deal Closed!*

Company: _{{Company Name}}_ Value: {{Contract Value}} Rep: {{Sales Rep}}

Congratulations team!

link Step 5: Connect & Deploy

Slack uses Incoming Webhooks to receive messages.

Go to api.slack.com/apps and create a new App.
Enable Incoming Webhooks in the sidebar.
Click “Add New Webhook to Workspace” and copy the URL.
Paste the URL into the Destination Target field in Notify.

Destination Target

https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX

Paste your Webhook URL here.

Ready to Go

Click "Deploy Alert". Your Slack channel will now receive instant updates whenever a deal is closed.