HighLevel and Slack automations

Ready-made scenarios where HighLevel and Slack work for you: pick one — a copy appears in your account and runs on its own.

119 scenarios

Saved chat messages become tasks
Turn Slack messages into HighLevel tasks
Chat messages turned into tasks
Messages from Slack become HighLevel tasks
A daily weather forecast in your Slack
Completed HighLevel tasks — posted to Slack
Incident alerts — to everyone, everywhere at once
Cutting a release with a chat command
A booked meeting — a CRM task and a reminder
A daily birthday reminder to your messenger
A form request — a tracker task and a team alert
All work accounts for a new hire from one form
A landing-page lead — into CRM, a task and chat at once
Dead feature flags, found for you
A weekly leads-and-deals report — to your messenger
Automatic bug triage: priority, ticket, team alert
A task and an alert on every deal move in your CRM
Which channel brings deals — a per-source breakdown in Slack
Lead scoring and routing: hot leads straight to sales
Meeting notes turned into tasks and a summary
Urgent tasks that don't stall
Unpaid-invoice control: task and email — on their own
A morning task plan from HighLevel to Slack
To-dos in your task list by voice from your messenger
Onboarding a hire from a form: chats, a task and access
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Outage alerts routed to the on-call person who's actually online
Incoming messages routed to the right team
Fast-track VIP support tickets — instant task and alert
Customer-feedback triage with tickets — automatically
Manage tasks in plain language from chat
Tickets prioritized by importance, tasks created for you
An idea from your notes into a ready plan to approve
A morning briefing of today's tasks in your chat
Cold deals close themselves — and bring back feedback
Bug reports turned into proper tickets
Data-load failure monitoring with tasks and alerts
Machine failure to ticket and an available technician in a minute
Urgent tickets become tasks and an instant team alert
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
Business card into your address book with one photo
Contract renewal reminders: an email to the client, a task for the rep
New-issue triage: task, notification, reply to the author, and a logged row
Scoring and routing leads from form submissions
Payment dispute alerts with automatic task creation
Critical bugs from testing escalated straight to tickets and engineering chat
Release notes, a QA task and team alerts — straight from a version tag
Capture and route leads from every channel
Meeting attendance: a log, the late list and a summary in your chat
Client renewal reminders — ahead of time
Stock sentiment from social media — into tasks and alerts
Collect client reviews and summarize them to chat automatically
A client deck built from a call recording — automatically
Error-log watch with automatic tickets
Automatic follow-ups on stalled deals
A daily numbers summary — to chat and email
Re-engage stalled leads with a ready-made email
Ticket triage and escalation with response-time control
Failed-login detection with tickets and alerts
A daily launch digest — with a task for each notable one
Jira epic health tracking with risk alerts
To-do list straight from chat: type or speak — the task is saved
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Cross-tool task dependencies, reconciled every night
A sales leaderboard with a personal word to the team — automatically
Data-quality watch that alerts only on real issues
Website leads — enrichment, scoring and routing to CRM
Alerts for customers losing interest: to the rep, into a task, and by email
Meeting prep that arrives on its own — contact, deals, company and talking points
Automatic follow-ups for prospects who went quiet
Tasks and a recap email after a meeting — from one yes
Manage HighLevel issues right from Slack
Incident response — ticket, alert, and report in seconds
Turn security-scanner findings into tasks — no duplicates
Website lead scoring — a task for the rep only on the strong ones
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Automated market reports for your clients
Catch churning customers early: record updated, task created, team alerted
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
Invoices from email into accounting, with approval
IT support in chat — answers from the base and tickets on their own
A daily goals report: what's on plan and what's behind
A morning traffic summary for your site — in plain words
Reorder recommendations from your stock table — automatically
Route change requests by the rules — no manual triage
A personal assistant in your messenger: email, calendar and tasks by voice
IT tickets by voice from Telegram — straight into HighLevel
Change request routing: tickets, audit trail and notifications
A personal assistant for calendar and tasks in a messenger
Morning reminders of birthdays and name days
Early warning for a reputation crisis
Tell customers their bug is fixed — the moment the issue closes
Website leads straight into CRM deals, with a team alert
Automatic scenario check with an error report