Advice and answers
from the Momentum Team

Notifying closed won in a select slack channel
March 3, 2024

Notifying closed won in a select slack channel

To setup this workflow:
  1. Go to Momentum web app. You can navigate to Momentum directly from your Slack workspace.

a) Find Momentum app from the list of apps in your Slack workspace and click on "Momentum App" displayed at the top.

b) This will directly take you to Momentum app where you can now setup your workflow

  1. Next, click on "Library of Recipes" on the left

  1. You will find a list of available recipes here. Select the recipe titled "Closed Won Notification"
  2. Enter the details shown in the recipe.

Enter the name and Description for the workflow.

Select the slack channel from the list given & click on ‘Create Recipe’

Thats it! Your workflow to automatically notify any slack channel with closed won notification has been set up successfully! 🙂