Send a Slack alert when a Salesforce deal changes stage using n8n

Prerequisites

Step 1: Create a Salesforce Connected App

Before configuring n8n, you need a Connected App in Salesforce for OAuth:

1. In Salesforce, go to Setup → App Manager → New Connected App
2. Fill in the basics (App Name, Contact Email)
3. Check Enable OAuth Settings
4. Set Callback URL to your n8n OAuth callback (e.g., https://your-n8n.com/rest/oauth2-credential/callback)
5. Add OAuth scopes: Full access (full) or at minimum Access and manage your data (api) and Perform requests on your behalf at any time (refresh_token, offline_access)
6. Save and wait 2–10 minutes for the Connected App to propagate
7. Copy the Consumer Key (Client ID) and Consumer Secret (Client Secret)

In n8n, go to Credentials → New → Salesforce OAuth2 API and enter the Client ID, Client Secret, and your Salesforce instance URL.

Step 2: Add a Salesforce Trigger node

Create a new workflow and add a Salesforce Trigger node:

• Authentication: Select your Salesforce OAuth2 credential
• Resource: Opportunity
• Event: Updated

Step 3: Add an IF node to filter stage changes

The trigger fires on any Opportunity update. Add an IF node to check if the stage actually changed:

• Condition: {{ $json.StageName }} is not empty

For more precise filtering, you can check against specific stages:

• Condition: {{ $json.StageName }} is one of Negotiation/Review, Closed Won, Closed Lost

Step 4: Fetch full Opportunity details

The trigger may not include all fields you need. Add a Salesforce node to query the full record:

• Resource: Opportunity
• Operation: Get
• Opportunity ID: {{ $json.Id }}

Or use a Salesforce node with a custom SOQL query for richer data:

• Operation: Custom API Call
• Method: GET
• Endpoint: /services/data/v59.0/query
• Query Parameters: q = the SOQL below

SELECT Id, Name, Amount, StageName, Account.Name, Owner.Name,
       LastModifiedDate
FROM Opportunity
WHERE Id = '006XXXXXXXXXXXXXXX'

Replace the hardcoded ID with the expression {{ $json.Id }} in your node configuration.

Step 5: Send Slack notification

Add a Slack node:

• Resource: Message
• Operation: Send
• Channel: #sales-pipeline (or your deals channel)
• Message Type: Block Kit

{
  "blocks": [
    {
      "type": "section",
      "text": {
        "type": "mrkdwn",
        "text": "🔄 *Deal Stage Changed*\n*{{ $json.Name }}* moved to *{{ $json.StageName }}*\nAmount: ${{ $json.Amount }}\nAccount: {{ $json.Account.Name }}\nOwner: {{ $json.Owner.Name }}"
      }
    },
    {
      "type": "context",
      "elements": [
        {
          "type": "mrkdwn",
          "text": "<https://YOUR_INSTANCE.my.salesforce.com/{{ $json.Id }}|View in Salesforce>"
        }
      ]
    }
  ]
}

Replace YOUR_INSTANCE with your Salesforce org's subdomain.

Step 6: Activate

1. Click Execute Workflow to test with a real Opportunity stage change
2. Verify the Slack message appears with correct deal info
3. Toggle the workflow to Active

Cost

• n8n Cloud Starter: $24/mo for 2,500 executions. Each poll interval = 1 execution (regardless of how many records changed).
• Self-hosted: Free. Unlimited executions.