Route replies to the right team by campaign or brand

When a reply comes from a campaign whose name contains a brand or product, Master Inbox moves it to that team's list and posts it to the team's Slack channel, so multi-brand teams stop sorting replies by hand.

Routing and assignmentSlackInstantlySmartleadPlusVibeSDR managerSales leaderTeam plan
When
Incoming MessageAll channels
Only if
Campaign name contains the brand name, for example Brand A
Then
Move to listBrand A replies
And
Notify in SlackPost the reply and thread link to #brand-a

Why teams run it

Every brand or product team sees its own replies first, with no shared queue to dig through.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
  2. Name it Route replies to the right team by campaign or brand.
  3. Set the trigger to Incoming Message and choose All channels.
  4. Add a condition: Campaign name contains the brand name, for example Brand A.
  5. Add the action Move to list: Brand A replies.
  6. Add the action Notify in Slack: Post the reply and thread link to #brand-a.
  7. 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": "Route replies to the right team by campaign or brand",
  "trigger_type": "incoming_message",
  "trigger_config": {
    "channel_ids": [
      "-1"
    ]
  },
  "action_configs": [
    {
      "action_type": "move_to_list",
      "inbox_type_id": 52311
    },
    {
      "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: "Route replies to the right team by campaign or brand". 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

Does the campaign name come from my sequencer?

Yes. Campaign names sync from Instantly, Smartlead, EmailBison, PlusVibe and other connected tools.

Can I use one workspace per brand instead?

Yes. Workspaces give each team, region or brand its own inbox, labels and workflows.

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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