Slack Integration in Dash Saas - WorkDo.io

Slack Integration in Dash Saas

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.

Workflow of Slack Add-on

Installation

So, the following is the process of the installation of the Slack Add-on with the help of which you can easily access this Add-on.

Step 1: Super Admin Access:

First, the super admin must add the Slack Add-on by going through a few procedures.

  • Scroll to “Add-on Manager” after logging in to the super admin side.
  • To include the Add-On, click the “+” (Module Setup) button.
  • You will see a box where you must attach the ZIP file for the “Slack Add-on.”
  • You must enable the module once the setup procedure is finished in order for the remaining customers to purchase it.

Step 2: Company login Access:

After the super admin enables the Add-on, the admins can purchase the Add-on and access the Slack Add-on by following the steps mentioned below.

  • So, the admin has to first purchase the Add-on by navigating to the “Subscription Plan” page and then you have to click the “Usage Plan” and find the Slack Add-on and purchase it.
  • After you purchase the Add-on go to the settings page and click on the system settings button.

Step 3: How to use the Slack Add-on.

  • Once you purchase the Add-on, navigate to the settings module, click on system settings, and find Slack.
  • On that page, you have to enter the Slack Webhook URL, with the help of which you can send messages via Slack.
  • To generate the API key, you can follow this link: https://api.slack.com/messaging/webhooks
  • After you do this, you get a chance to choose the notifications settings. Here is the way you can enable or disable the notifications of the various modules.

1. Accounting Module

  • New Customer
  • New Bill
  • New Vendor
  • New Revenue
  • New Payment

You can customize the notifications, like if you want to send a message regarding new customers then you have to enable that button, the same thing goes for all the points mentioned above.

2. Appointment Module

  • New Appointment
  • Appointment Status

Similarly, if you want to send notifications regarding new appointments, or appointment status then you can enable or disable one of the buttons, if you enable that button, then the notification will be sent of all the new appointments.

3. CMMS Module

  • Work Order Request
  • New Supplier
  • New POs
  • New Part
  • New Component
  • New Location
  • New PMs

You can customize the notifications, like if you want to send a message regarding a work order request then you have to enable that button, the same thing goes for all the points mentioned above.

4. Contract Module

  • New Contract

If you want to send notifications regarding a new contract, then you can enable the new contract button from the settings page.

5. Fleet Module

  • New Vehicle
  • New Booking
  • New Insurance
  • New Maintenance
  • New Booking Payment
  • New Fuel

You can customize the notifications, like if you want to send a message regarding new vehicles then you have to enable that button, the same thing goes for all the points mentioned above.

6. General Module

  • New Invoice
  • Invoice Status Updated
  • New Proposal
  • Proposal Status Updated
  • Create User

If you want to send notifications regarding a new invoice, or invoice status update, then you can enable any button from the settings page.

7. HRM Module

  • New Award
  • New Announcement
  • New Holidays
  • New Monthly Payslip
  • New Event
  • New Company Policy

The notifications can be customized; for example, if you want to send a message about new awards, you must enable that button. The same is true for all the points made above.

8. CRM Module

  • New Lead
  • Lead to Deal Conversion
  • New Deal
  • Lead Moved
  • Deal Moved

From the settings page, you can activate any button regarding which you want to send notifications on Slack.

9. LMS Module

  • New Course
  • New Course Order
  • New Custom Page
  • New Blog
  • New Rating

You can customize the notifications, like if you want to send a message regarding the new course or new course order then you have to enable that button, the same thing goes for all the points mentioned above.

10. POS Module

  • New Purchase
  • New Warehouse

To send a message about a new purchase, you must enable that button. The same is true for all the other aspects described above. You can customize the notifications.

11. Recruitment Module

  • New Job
  • New Job Application
  • Interview Schedule
  • Convert To Employee

From the settings page, you can activate any button regarding which you want to send notifications on Slack.

12. Retainer Module

  • Retainer Create
  • New Retainer Payment

To send a message about a new retainer created, you must enable that button. The same is true for all the other aspects described above. You can customize the notifications.

13. Rotas Module

  • New Rotas
  • Rotas Time Change
  • New Availability
  • Cancel Rotas
  • Days Off

If you want to send notifications regarding a new rotas, rotas time change, or any other options then you can enable any button from the settings page.

14. Sales Module

  • New Quote
  • New Sales Order
  • New Sales Invoice
  • Add Sales Invoice Payment
  • Meeting Assigned

15. Sales Module

  • New Ticket
  • New Ticket Reply

16. Project Module

  • New Project
  • New Milestone
  • New Task
  • Task Stage Updated
  • New Task Comment
  • New Bug

17. Training Module

  • New Trainer

18. vCard Module

  • New Appointment
  • New Contact
  • New Business
  • Business Status Updated

19. Zoom Meeting

  • New Zoom Meeting

So, these are some of the modules, for which you can customize the notifications. There are modules, like Sales, Support Ticket, Project, Training, vCard, and Zoom Meeting for which you have to follow the same process.

Need more help ?

If you’re still uncertain or need professional guidance, don’t hesitate to contact us. You can contact us via email or submit a ticket with a description of your issue. Our team of experts is always available to help you with any questions. Rest assured that we’ll respond to your inquiry promptly.

Love what you see?

Do you like the quality of our products, themes, and applications, or perhaps the design of our website caught your eye? You can have similarly outstanding designs for your website or apps. Contact us, and we’ll bring your ideas to life.