Send Message in a Chat

Send a message in records' chats and tag people by mentioning them.

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With the action “Send Message in a Chat”, you can send a message in records' chats and tag people by mentioning them automatically when the chosen trigger is activated.

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Trigger -> Action

The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:

When the condition (trigger) happens, then do (action).
Trigger -> Action

How to create

You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:

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Select the trigger of your choice to activate the action, then select the "Send Message in a Chat" action, and fill in the options:

  • Select a table:
    • Select the table that holds the record you want to send a message to
  • Write the id of the record to comment on
  • Write the message:
    • You can tag people by writing @ and their record id. (Just make sure to have a space or line break before the mention, like this: " @1")

Click on save

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