Every 5 minutes

Post new Salesforce opportunities to Slack

Each new opportunity shows up in Slack with its amount and close date within minutes.

Runs: Every 5 minutes
Apps: Salesforce
AI: Not needed
Access: api (read)

Send this to your assistant

Create a ClickRuntime automation: every 5 minutes, post new Salesforce opportunities to #pipeline in Slack with the name, amount and close date.

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

When an opportunity is created in Salesforce, several people care: the sales manager tracking forecast, the solutions engineer who will be pulled in, and finance watching bookings. None of them are told. A rep creates a $120,000 opportunity on Monday and the solutions team hears about it in Thursday's pipeline review, by which time the prospect has asked for a technical session twice. The information was in Salesforce all along, just not where people were looking.

Every five minutes the automation asks Salesforce for opportunities created since its last check, posts each one to a Slack channel, and stores the latest timestamp. The message names the account, amount, stage and owner. With a five-minute cycle the channel works as a near-live feed of new deals. It suits sales teams that want colleagues outside the CRM to see new pipeline as it forms.

What you get out of it

Presales hears about deals early
A solutions engineer who sees a new opportunity in Slack can offer a demo slot the same day. Early technical involvement is often what separates a deal that advances from one that stalls waiting for answers.
Managers watch pipeline form in real time
New opportunities appear as they are created, so a manager sees whether the team is generating enough deals this week. Waiting for the end-of-week report leaves no time to correct a thin pipeline.
Wins get noticed and celebrated
Large new opportunities show up with amount and owner in front of everyone. Recognition and encouragement happen in the moment, which helps morale on teams that work remotely and rarely hear about each other's deals.
Catches opportunities created in error
A duplicate or a wrongly amounted record is visible within minutes, while the rep still remembers creating it. Correcting a typo that adds a zero is easy now and awkward after it has inflated a forecast.
Finance sees bookings pipeline early
Finance and operations can follow large deals before they close, which helps with capacity, hiring and cash forecasts. They no longer rely on a monthly export that is out of date by the time it arrives.

How it works

What happens, step by step

Every five minutes, the automation checks Salesforce for opportunities created since the last check.
Each new opportunity is posted to your Slack channel with its name, amount and close date.
It remembers the time of the last check, so each one is posted only once.

Before it runs live

Connect Salesforce

What you get

RunsEvery 5 minutes

Post new Salesforce opportunities to Slacktoday, 9:00Succeeded

Slack · #pipelineNew opportunity: Acme – Platform rollout · $28,000 · closes 2026-12-15

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 Salesforce 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_opportunity_alert.pyexample

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

API = "https://yourcompany.my.salesforce.com/services/data/v61.0"

@on_trigger
def run(event):
    since = state.get("since") or "2026-01-01T00:00:00Z"
    opps = http.get(f"{API}/query", headers={"Authorization": f"Bearer {credentials.connection('salesforce', 'work')}"},
                    params={"q": f"SELECT Id, Name, Amount, CloseDate, CreatedDate FROM Opportunity "
                                 f"WHERE CreatedDate > {since} ORDER BY CreatedDate"}).json()["records"]
    report_fetched(len(opps))
    if not opps:
        return {"posted": 0}
    for o in opps:
        notify.slack(f"New opportunity: {o['Name']} · ${o['Amount'] or 0:,.0f} · closes {o['CloseDate']}", channel="#pipeline")
    state.set("since", opps[-1]["CreatedDate"].replace(".000+0000", "Z"))
    return {"posted": len(opps)}

FAQ

Common questions

Can it post only opportunities above a certain amount?

Yes. The query can include an Amount condition, so only deals over, say, $25,000 are posted. You can also filter by record type, stage or owner so that a channel only gets the opportunities its readers care about.

Is every opportunity posted exactly once?

Each run stores the CreatedDate of the newest opportunity it handled and starts from there next time. That keeps a deal from being reposted. If a run fails, the next one picks up from the last saved point.

Does it also notice opportunities converted from leads?

Opportunities created through lead conversion have a CreatedDate like any other, so they are included. The message shows the account and owner, which helps when a conversion creates a record the rep did not set up manually.

What permissions does it need?

api (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 5 minutes