Ping each rep in Slack about positive replies on their own leads

One workflow per rep: when a lead assigned to that rep is labeled Interested, Master Inbox posts the reply to the rep's Slack channel, so reps only hear about their own pipeline.

Routing and assignmentSlackRepSDR managerTeam plan
When
Add LabelInterested
Only if
Assigned member is the rep
Then
Notify in SlackPost the reply, prospect and thread link to the rep's channel

Why teams run it

Reps act faster on alerts that are clearly theirs.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
  2. Name it Ping each rep in Slack about positive replies on their own leads.
  3. Set the trigger to Add Label and choose Interested.
  4. Add a condition: Assigned member is the rep.
  5. Add the action Notify in Slack: Post the reply, prospect and thread link to the rep's channel.
  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": "Ping each rep in Slack about positive replies on their own leads",
  "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: "Ping each rep in Slack about positive replies on their own leads". 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

Do I need one workflow per rep?

Yes, one per rep, each with its own channel. Workspace Defaults can copy the set into new workspaces.

What about leads with no owner?

Pair this with an alert on unassigned positives for the manager.

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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