Get event triggered notifications / updates on preferred messaging channels with TwentyCRM

Get event-triggered notifications and updates on your preferred messaging channels with TwentyCRM. This automated workflow captures new events via webhooks, filters essential data, logs events in Google Sheets, and sends tailored messages through Gmail and Slack, ensuring timely communication and efficient tracking of important activities.

7/8/2025
11 nodes
Medium
webhookmediumsticky notegooglesheetsgmailslackadvancedlogicconditionalintegrationapicommunicationnotification
Categories:
Communication & MessagingData Processing & AnalysisWebhook TriggeredMedium Workflow
Integrations:
Sticky NoteGoogleSheetsGmailSlack

Target Audience

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.

Problem Solved

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.

Workflow Steps

  • 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.

    • Customization Guide

    To customize this workflow:
    - Adjust Trigger Conditions: Modify the webhook settings to listen for specific events relevant to your business.
    - Change Notification Channels: You can replace Gmail and Slack with other messaging platforms if preferred.
    - Edit Google Sheets Logging: Customize the data that gets logged into Google Sheets by adding or removing fields in the filtering step.
    - Update Message Content: Tailor the email and Slack message templates to better fit your branding and communication style.