Alert the manager in Slack when a positive reply has no owner

When a reply is labeled Interested and the lead is unassigned, Master Inbox posts to the managers' Slack channel, so no positive sits in a shared queue without an owner.

Routing and assignmentSlackSDR managerSales leaderTeam plan
When
Add LabelInterested, Meeting request or Information request
Only if
Assigned member is unassigned
Then
Notify in SlackPost to #sdr-managers with the prospect, reply and thread link

Why teams run it

A safety net under round robin: if assignment misses a lead, a person hears about it.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
  2. Name it Alert the manager in Slack when a positive reply has no owner.
  3. Set the trigger to Add Label and choose Interested, Meeting request or Information request.
  4. Add a condition: Assigned member is unassigned.
  5. Add the action Notify in Slack: Post to #sdr-managers with the prospect, reply and thread link.
  6. Save the workflow and switch it to Active.

Before you start, connect Slack under Settings, Integrations.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields. This workflow also uses conditions: add them under trigger_config.conditions, as shown on the conditions page.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Alert the manager in Slack when a positive reply has no owner",
  "trigger_type": "add_label",
  "trigger_config": {
    "label_ids": [
      176479
    ]
  },
  "action_configs": [
    {
      "action_type": "slack_notify",
      "payload_variables": [
        "name",
        "company_name",
        "label_names",
        "text",
        "thread_url"
      ],
      "show_draft": true
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Alert the manager in Slack when a positive reply has no owner". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

Where is round robin set up?

Lead assignment is in Settings: round robin, groups or first to reply, with vacation skipping.

Can I alert on leads owned by one rep?

Yes. Set the assigned member condition to that rep.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Team plan. Every plan has unlimited users and starts with a free 7-day POC.

Learn more

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