Every 5 minutes

Post new Freshsales deals to Slack

Each new deal appears in #sales with its name, amount and owner within a few minutes of being created.

Runs: Every 5 minutes
Apps: Freshsales
AI: Not needed
Access: read

Send this to your assistant

Create a ClickRuntime automation: every 5 minutes, check Freshsales for newly created deals and post the deal name, amount and owner to #sales in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A Freshsales deal gets created when an SDR qualifies a lead, when a web form converts, or when an account executive splits a big opportunity in two. None of that is visible to anyone who is not staring at the deals list. Sales managers hear about a new $40,000 opportunity in the Thursday pipeline review, and by then the owner has already lost three days of coaching and the founder has missed the chance to jump on a call.

A check runs every 5 minutes against a recently created deals view. Any deal ID it has not seen before is posted to a Slack channel such as #sales with the deal name, amount and owner, and then remembered so it is never announced twice.

It is most useful for small sales teams where everyone wants to celebrate and support new business, and for founders who still want a feel for pipeline without opening the CRM every hour.

What you get out of it

Managers react while the deal is fresh
A new deal shows up in Slack within about five minutes, so a manager can offer to join the first call or reassign it the same afternoon instead of discovering it at the next pipeline review.
Owner is named on every post
Each message includes who owns the deal, so a deal created under the wrong rep or left on a default owner gets noticed quickly and corrected before the lead goes cold.
Unusual deal sizes stand out
Because the amount is in the message, a deal entered at $0 or an extra zero too many is caught by a teammate scrolling the channel, which keeps forecast totals honest.
One announcement per deal
Remembering IDs that were already posted means a deal is never repeated when someone edits it, so the channel stays readable and people keep paying attention to it. That matters when several reps edit deals all day.
A running feed of new business
The channel becomes a timeline of when deals were created, useful when you need to reconstruct how many opportunities opened in a given week without exporting anything. It is also a handy source for monthly sales summaries.

How it works

What happens, step by step

Every five minutes, ClickRuntime checks your recently created deals in Freshsales.
It skips any deal it has already posted.
Each new deal goes to #sales with its name, amount and owner.

Before it runs live

Connect Freshsales

What you get

RunsEvery 5 minutes

Post new Freshsales deals to Slacktoday, 9:00Succeeded

Slack · #salesNew deal: *Acme annual plan* $24,000 (owner Morgan)

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Freshsales steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

new_deal_alert_freshsales.pyexample

from clickruntime import on_trigger, credentials, http, notify, state, report_fetched

API = "https://northwind.myfreshworks.com/crm/sales/api"
VIEW_ID = 31000000123  # All deals

@on_trigger
def run(event):
    resp = http.get(f"{API}/deals/view/{VIEW_ID}", params={"sort": "created_at", "sort_type": "desc", "include": "owner"},
                    headers={"Authorization": f"Token token={credentials.secret('FRESHSALES_API_KEY')}"})
    resp.raise_for_status()
    body = resp.json()
    since = state.get("since") or ""
    new = [d for d in body["deals"] if d["created_at"] > since]
    report_fetched(len(new))
    if not new:
        return {"new": 0}
    owners = {u["id"]: u["display_name"] for u in body.get("users", [])}
    for d in reversed(new):
        notify.slack(f"New deal: *{d['name']}* ${float(d.get('amount') or 0):,.0f} (owner {owners.get(d.get('owner_id'), '-')})",
                     channel="#sales")
    state.set("since", new[0]["created_at"])
    return {"new": len(new)}

FAQ

Common questions

Which Freshsales view does it read from?

It reads a view of recently created deals, so you can point it at any saved deal view in your account, such as one filtered to a single pipeline or territory. Deals outside that view are not announced, which is how you keep noise down.

Will a deal be posted again if I edit it later?

No. The IDs of deals already announced are stored between runs, so a stage change, amount edit or owner change on an existing deal does not trigger a second post. Only IDs it has never seen before count as new.

Can I send big deals to a different channel?

Yes. You can ask your AI assistant to route deals above a set amount, for example $25,000, to a leadership channel and keep the rest in #sales. The updated rule is previewed for approval before it takes effect.

What permissions does it need?

read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it checks. Checks that find nothing new and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Every 10 minutes