Skip to content
Penny
Log inTry Penny free

Messaging · Via Zapier or your workflow · Starter

Give the Slack channel a callback your team can act on.

The painting estimate needs a follow-up. A Zap posts Penny’s summary and the details she took down to the Slack channel your office watches, so the person returning the call can see what the customer asked for.

Try Penny freeRead the setup guide

14 days of Pro, including 100 phone minutes and 300 website conversations. No credit card.

The fields your office receives

Source fieldDestination
A Penny event: a finished call or chat, or a new lead, request, message, or bookingThe Zap’s trigger
Penny’s summaryMessage text you map
Details: every answer Penny took down, as one block of textMessage text you map
Caller name and phone, and the link to the conversation in PennyMessage text you map
Direction
Penny sends the event to the Penny app in Zapier. Your Zap posts it with Slack’s “Send Channel Message” action.
When it happens
The Zap runs after the call or chat is processed.

This is a Zapier workflow that posts notifications. Penny does not read channel conversations or act on replies. Everyone with access to the channel can see the details posted there, so choose the channel to suit your intake. Zapier may require a separate paid plan for the workflow you choose.

Set up the connection

  1. 1

    Connect the Penny app in Zapier

    Create a Zap and choose the Penny app. Connect it with the API key from Settings → Integrations, using the invite link shown there.

  2. 2

    Choose the Penny trigger

    Pick New Lead for new inquiries, New Message for callbacks, or Conversation Completed for every call and chat. Press Test in Settings → Integrations to send a sample, then make one test call.

  3. 3

    Add Slack’s Send Channel Message action

    Connect your Slack workspace in Zapier and choose the channel your office uses to review inquiries. Map the summary, the details, and the link into the message. Check the channel’s membership before sending caller details to it.

  4. 4

    Turn on the Zap and check the channel

    Turn the Zap on, then compare the next message in the channel with the conversation in Penny.

Slack message from a Zap

Trigger
New Lead
Summary
Caller requests an estimate for interior painting
Details
Rooms: Kitchen and hallway
Callback
Caller-provided number, if captured
Sample Slack message: the office sees the requested work and captured callback details together.

Check the first result

Confirm the test appears in the intended channel and reaches the people assigned to follow up. Check a message-taking call as well as a new lead.

Questions about this connection

Can a reply in Slack change Penny’s instructions?

No. The Zap posts to the channel, and Penny doesn’t read Slack. Update Penny’s business settings in the dashboard and use your team’s process to assign the callback.

How do I know the connection is ready?

Confirm the test appears in the intended channel and reaches the people assigned to follow up. Check a message-taking call as well as a new lead.

Provider reference

Browse all connections