Automations
Notify Your Team in Chat from an Automation
Post a message into any TrustPager Chat room automatically — no integration required. Alert your team the moment a new lead arrives, a deal moves stage, or a booking is confirmed.
The Send Chat Message action lets your automations post a message directly into any of your TrustPager Chat rooms. There is no external integration to set up — just pick a room, write the message, and your team gets notified the moment the trigger fires.
Adding a Send Chat Message Action
- Open the automation you want to update (or create a new one) at https://app.trustpager.com/auto/automations.
- Click Add Action and select Send Chat Message from the Communication category.
- Choose the Chat room you want the message posted to. The list shows every room in your workspace.
- Write your message. Use merge fields to pull in live data from the trigger — for example,
{{contact.full_name}},{{contact.email}}, or{{opportunity.name}}. The full list of available fields is shown inside the message editor. - Optionally, set a Sender Name. This is the name that appears on the message in the room. It defaults to TrustPager if you leave it blank.
- Click Save. The action is added to your automation.
Messages appear as system posts visible to every member of the room, delivered in real time when the automation runs.
Common Use Cases
- New lead alert. Trigger: New Contact Created — post to your Sales room with the contact name and email so the team can follow up immediately.
- Stage change notification. Trigger: Stage Changed (e.g. “Proposal Sent”) — post to your Deals room with the opportunity name and stage.
- Booking confirmed. Trigger: Scheduler (Booking Created) — post to your Operations room with the contact name and booking time.
- Form submitted. Trigger: Form Submission — post to your Sales room when an enquiry form comes in, with the contact details.
Tips
- You can add multiple Send Chat Message actions to the same automation to notify different rooms at the same time.
- Chain it with other actions — for example, post to Chat and send an email confirmation in the same automation run.
- The Sender Name field is a good way to give context — for example, set it to Sales Bot or Bookings so the team knows at a glance what triggered the message.