The team reads what the caller wanted before anyone asks who rang
GreetKeeper's webhook reaches a Zap, and the Zap posts each call into the channel you choose. Catching the webhook needs a paid Zapier plan. Bookings go to your calendar, and Slack tells the team.
Caller
“Hi, is anyone still there? The card reader in the front shop has stopped taking contactless.”
What happened next
- Summary posted to #front-of-house nineteen seconds after the caller hung up
- Message showed the number, the fault described, and a link to the transcript
- Duty manager replied in thread and picked it up without a handover call
How GreetKeeper connects to Slack
Three states, and we publish the one that is true rather than the one that reads best.
| Tool | How it connects | What that means |
|---|---|---|
| Slack | Through Zapier |
What Slack does with a call
Slack is the chat tool your team already has open. Its API lets an approved app post a message into a channel as itself, with formatting and a link.
That is the whole mechanic. Zapier catches our webhook for the finished call and posts a message. You choose the channel, and you write the message layout once.
People read Slack. That is the real point. A summary in a channel gets seen in minutes, where the same summary in a shared inbox sits unread until someone goes looking.
What the message looks like
One message per call, in the channel you nominate, posted by the Zapier app.
Most people put the caller's number on the first line and the summary underneath. Add a link to the full transcript so anyone who needs the detail can open it without leaving Slack.
Your team replies in a thread. That thread becomes the handover. Whoever picks the call up says so, and the next person in can see it is covered.
Slack shows what happened and lets people talk about it. A booking made on the call is already in your calendar before the message posts.
Posting the first summary
Make a channel for it first. Do not send these into a busy general channel.
Create a channel and decide who is in it
Something like #calls works. A dedicated channel means people can mute the noisy ones and still keep this on notification.
Catch the hook, then authorize the Slack workspace
Start with Webhooks by Zapier on Catch Hook and hand its address to GreetKeeper. You then approve Slack in its own permission screen. Pick the send-channel-message action, and choose whether it posts as Zapier or under a custom name like GreetKeeper.
Write the message layout
Put the number first so someone can call back with one tap on mobile. Keep the body to the summary. A message with the whole transcript in it is a message nobody reads.
Place a test call and read it on a phone
Half your team will see this on a locked screen. If the notification preview does not tell them what the call was about, shorten the first line and test again.
Keeping the Slack channel useful
Filter the Zap so only calls that need a human reach Slack. A quiet channel is one people read.
Agree who rings each caller back. A reply in the thread tells the team it is handled.
Your GreetKeeper log keeps the full record of every call, whatever your Slack retention setting.
Questions about Slack and GreetKeeper
Can I only post certain calls?
Yes. Add a filter step in Zapier before the Slack action. A common one is posting only calls where no booking was made, since those are the ones needing a human.
Can someone reply to the caller from Slack?
The thread is for your team, and the callback happens by phone. That is why the number goes on the first line of the message.
Can it post to a direct message instead of a channel?
Yes, Zapier can send a direct message to one person. Owners often route after-hours calls to themselves that way and leave daytime calls in the channel.
Does posting to Slack need a paid Zapier plan?
Yes. Slack's Zapier app isn't the reason. The Catch Hook that receives GreetKeeper's webhook needs a paid Zapier plan (Professional or above).
Watch a summary land in your channel
Bring the channel. We bring the call. Two minutes.