Slack Add-on Introduction

Slack notifications are vital for real-time communication and keeping users informed efficiently. They provide instant updates on tasks, invoices, users, and more. With customization options and integration with modules like New Task Assign and Invoice, Slack ensures teams stay well-informed and productive.

Add-on Purchase Steps

  1. After the super admin enables the Add-On, admins can proceed to purchase it.
  2. Navigate to the “Subscription Plan” page.
  3. Click on the “Usage Plan” and find the Slack Add-On.
  4. Complete the purchase process.

How to Use the Slack Add-On

  1. Go to the settings page and click on System Settings.
  2. Find the Slack Add-On and enter the Slack Webhook URL to send messages via Slack.
    • To generate the API key, follow this link.
  3. Customize the notification settings by enabling or disabling notifications for various modules:
    • Accounting Module
      • New CustomerNew BillNew VendorNew RevenueNew Payment
      Appointment Module
      • New AppointmentAppointment Status
      CMMS Module
      • Work Order RequestNew SupplierNew POsNew PartNew ComponentNew LocationNew PMs
      Contract Module
      • New Contract
      Fleet Module
      • New VehicleNew BookingNew InsuranceNew MaintenanceNew Booking PaymentNew Fuel
      General Module
      • New InvoiceInvoice Status UpdatedNew ProposalProposal Status UpdatedCreate UserBank Transfer Payment Status Updated
      HRM Module
      • New AwardNew AnnouncementNew HolidaysNew Monthly PayslipNew EventNew Company PolicyLeave Approve/RejectNew Trip
      CRM Module
      • New LeadLead to Deal ConversionNew DealLead MovedDeal Moved
      LMS Module
      • New CourseNew Course OrderNew Custom PageNew BlogNew Rating
      POS Module
      • New PurchaseNew Warehouse
      Recruitment Module
      • New JobNew Job ApplicationInterview ScheduleConvert to Employee
      Retainer Module
      • Retainer CreateNew Retainer Payment
      Rotas Module
      • New RotasRotas Time ChangeNew AvailabilityCancel RotasDays Off
      Sales Module
      • New QuoteNew Sales OrderNew Sales InvoiceAdd Sales Invoice PaymentMeeting Assigned
      Support Ticket Module
      • New TicketNew Ticket Reply
      Project Module
      • New ProjectNew MilestoneNew TaskTask Stage UpdatedNew Task CommentNew Bug
      Training Module
      • New Trainer
      vCard Module
      • New AppointmentNew ContactNew BusinessBusiness Status Updated
      Zoom Meeting
      • New Zoom Meeting
      Double Entry
      • New Journal Entry
      Commission
      • New Commission PlanNew Commission Receipt
      Holidayz
      • New Booking CouponNew Room FacilityNew Hotel CustomerNew Hotel ServiceNew Room BookingNew RoomChange Hotel Theme
      Workflow
      • New Workflow
      Portfolio
      • New PortfolioUpdate Portfolio Status
      Spreadsheet
      • New Spreadsheet
      SalesAgent
      • New ProgramSales Agent Request SentSales Agent Request AcceptSales Agent Request RejectNew Sales AgentNew Sales Agent OrderUpdate Order Status
      Fix Equipment
      • New AccessoriesNew AssetNew AuditNew ComponentNew ConsumablesNew LicenseNew LocationNew Maintenance
      WordPress WooCommerce
      • New Product
      Visitor Management
      • New VisitorNew Visit Reason
    For all the modules listed, follow the same process to customize the notifications.