Event-Triggered Notifications Workflow

This workflow is ideal for:

• CRM Managers: Who need to track and manage events in TwentyCRM efficiently.
• Marketing Teams: Looking to automate notifications related to customer interactions.
• Sales Teams: Who require real-time updates on customer records.
• IT Professionals: Responsible for integrating various tools and ensuring seamless communication between platforms.

This workflow addresses the challenge of manual tracking of events in TwentyCRM by automating notifications and updates through preferred messaging channels. It ensures that users are immediately informed about critical events, such as record deletions, thereby improving response times and reducing the risk of oversight.

1. Webhook Trigger: The workflow starts with a webhook that listens for new events from TwentyCRM.
2. Data Filtering: It filters the incoming data to extract essential details, such as event name, record ID, and metadata.
3. Logging Events: Each event is logged into Google Sheets, creating a record of all actions for future reference.
4. Evaluation of Message Channel: The workflow evaluates the type of event to determine the appropriate messaging channel for notifications.
   • If the event type indicates a deletion, an email notification is sent.
   • For all other event types, a message is sent via Slack.
5. Notifications: Users receive real-time notifications based on the event type, ensuring they are kept informed of significant changes.