Library / CRM & Sales Pipeline
CRM & Sales Pipeline
Send TwentyCRM Event Notifications to Gmail, Slack or Sheets
When TwentyCRM sends an event by webhook, it logs it in Google Sheets and notifies the preferred channel, Gmail or Slack.
What it does
# Get event triggered notifications / updates on preferred messaging channels with TwentyCRM ## Overview Automated workflow: Get event triggered notifications / updates on preferred messaging channels with TwentyCRM. This workflow integrates 8 different services: webhook, stickyNote, set, stopAndError, slack. It contains 15 nodes and follows best practices for error handling and security. ## Workflow Details - Total Nodes: 15 - Node Types: 8 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - Sticky Note1: stickyNote - filter required data #eventType mandatory: set - events log: googleSheets - message channel evaluation: if - Sticky Note2: stickyNote - Sticky Note: stickyNote - Sticky Note3: stickyNote - Sticky Note4: stickyNote - on new twentycrm event: webhook - email channel for delete eventType: gmail - ... and 5 more nodes ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible
The steps
- filter required data #eventType mandatory
- events log
- message channel evaluation
- on new twentycrm event
- email channel for delete eventType
- message channel for all other eventTypes
- Error Handler
- Error Handler for 2cf5a0df
- Error Handler for 1a1854bb
- Error Handler for f732e7e9
- Error Handler
- Error Handler
- Error Handler
- Error Handler
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