Slack – WorkDo Dash SaaS Add-On Guide
Learn how to receive notifications and streamline team communication with Slack.
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 Add-Ons like New Task Assign and Invoice, Slack ensures teams stay well-informed and productive.
How To Install the Add-On?
To Set Up the Slack Add-On you can follow this link: Setup Add-On.
How to use the Slack Add-On?
- Once you purchase the Add-On, navigate to the settings page, click on system settings, and find Slack Settings.
- On that page, once you enable the Slack Integration toggle you have to enter the Slack Webhook URL, with the help of which you can send messages via Slack.
- To generate theWebhook URL, you can follow this link: https://api.slack.com/messaging/webhooks
- After you do this, you get a chance to choose the notification settings. Here is the way you can enable or disable the notifications of the various Add-Ons.
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- You can customize notification messages language-wise, for example, if you want to change the message for new user notifications, you can do it here.
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- For example, if you enable the create user setting from General, then the notification via Slack will be sent to that particular user when the user is created.
General
- Create User
- New Invoice
- Invoice Status Updated
- New Proposal
- Proposal Status Updated
- Bank Transfer Payment Status Updated
ProductService
- New ProductService
Account
- New Customer
- New Vendor
- New Revenue
CMMS
- Work Order Request
- New Supplier
- New POs
- Work Order Assigned
- New Part
- New Component
- New Location
- New Pms
Hrm
- New Monthly Payslip
- New Award
- New Event
- Leave Approve/Reject
- New Trip
- New Announcement
- New Holidays
- New Company Policy
CRM
- New Lead
- Lead to Deal Conversion
- New Deal
- Lead Moved
- Deal Moved
Pos
- New Purchase
- New Warehouse
Project
- New Project
- New Task
- New Bug
- New Milestone
- Task Stage Updated
- New Task Comment
Hotel & Room Management
- New Booking Coupon
- New Room Facility
- New Hotel Customer
- New Hotel Service
- New Room Booking
- New Room
- Change Hotel Theme
Sales Agent
- New Program
- Sales Agent Request sent
- Sales Agent Request Accept
- Sales Agent Request Reject
- New Sales Agent
- New Sales Agent Order
- Update Order Status
Fix Equipment
- New Accessories
- New Asset
- New Audit
- New Component
- New Consumables
- New Licence
- New Location
- New Maintenance
Agriculture Management
- New Agriculture Fleet
- New Agriculture Process
- New Agriculture cycle
- New Agriculture Office
- New Agriculture Season
- New Agriculture Crop
- Assign Activity Cultivation
- New Agriculture Activity
- New Agriculture Service
- New Agriculture Cultivation
Tour & Travel Management
- New Season
- New Person Detail
- New Tour Booking
- New Tour Booking Payment
- New Tour
- New Tour Detail
- New Tour Inquiry
- New Transport Type
Newspaper Distribution Management
- New Newspaper Distribution Center
- New Agent
- New Journalist
- New Journalist Information
- New Advertisement
- New Newspaper
School-Institute Management
- New Teacher
- New Admissions
- New Parents
- New Students
- New Homework
- New Subject
- New Time Table
Categories
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