Get Event-Triggered Notifications/Updates on Preferred Messaging Channels with TwentyCRM
This workflow automatically captures new events in TwentyCRM and sends the event information in real-time to predefined messaging channels (such as email and Slack). It also uniformly stores all event records in Google Sheets. The system intelligently distinguishes between event types, ensuring that critical deletion events are promptly communicated to the relevant personnel. Additionally, it enhances communication efficiency and data analysis capabilities, helping businesses achieve information transparency and reduce operational risks.
Workflow Name
Get Event-Triggered Notifications/Updates on Preferred Messaging Channels with TwentyCRM
Key Features and Highlights
This workflow enables automatic triggering based on new events within the TwentyCRM system. Event data is sent through pre-configured messaging channels for notifications, while all event details are uniformly logged into Google Sheets. By intelligently distinguishing event types—differentiating deletion events from others—it sends email alerts or Slack messages accordingly, ensuring precise and efficient information delivery.
Core Problems Addressed
- Automates capturing event updates in TwentyCRM, eliminating the need for manual system status checks.
- Intelligently selects appropriate notification channels based on event type, enhancing communication efficiency and relevance.
- Centralizes log recording for convenient auditing and data analysis.
- Ensures critical events (such as record deletions) trigger timely email alerts to prevent information omission.
Use Cases
- Sales teams receive real-time notifications of customer or order changes in the CRM system.
- Customer support departments quickly learn about customer data updates or deletions.
- Management monitors key business data changes through consolidated logs.
- Any enterprise or team requiring automatic push of CRM events to designated messaging channels.
Main Workflow Steps
- Configure a webhook in TwentyCRM to capture “new event” triggers.
- Receive event data through the workflow’s webhook node.
- Filter and extract necessary fields from the event (e.g., event name, object ID, record ID).
- Append event details to Google Sheets to create an event log.
- Determine event type:
- For deletion events, send email notifications to relevant personnel.
- For other events, send message alerts via Slack channels.
Involved Systems or Services
- TwentyCRM (event trigger source)
- n8n (automation workflow platform)
- Google Sheets (event log storage)
- Gmail (email notifications for deletion events)
- Slack (message push for other events)
Target Users and Value
- Enterprise IT operations personnel, facilitating the setup of automated notification systems and reducing manual intervention.
- Sales and customer relationship management teams, ensuring real-time communication of critical business events.
- Business managers, enabling streamlined process monitoring and data tracking.
- Any teams or individuals relying on TwentyCRM for business management who wish to receive instant multi-channel updates on system changes.
This workflow fully automates the monitoring and notification process of CRM system events, significantly improving business response speed and information transparency while greatly reducing risks caused by delayed information.