Overview
Keep your team in the loop without leaving Slack. The Agiled Slack app sends real-time notifications when deals move stages, tasks are completed, invoices get paid, or new leads come in. Route different notifications to different channels so each team gets only what matters to them.
Configure
- 1
Connect Slack workspace. In Agiled, go to Settings > Apps, click Slack, and authorize your Slack workspace.
- 2
Choose notification channels. Select which Slack channels receive which types of Agiled notifications.
- 3
Customize notifications. Fine-tune which events trigger Slack messages: new deals, task updates, invoice payments, and more.
What you can do
Real-time notifications
Get instant Slack messages when something important happens in Agiled — deal won, invoice paid, task overdue.
Channel routing
Send sales notifications to #sales, project updates to #projects, and billing alerts to #finance.
Actionable messages
Slack notifications include links back to the Agiled record so your team can take action with one click.
Reduced context switching
Your team stays in Slack while staying informed about Agiled activity.
Capabilities
Slack app features
Deal notifications
Alerts when deals are created, move stages, or are won/lost.
Task notifications
Updates when tasks are assigned, completed, or overdue.
Invoice notifications
Alerts when invoices are sent, viewed, paid, or overdue.
Lead notifications
Instant alerts when new leads come in from forms or the API.
Channel routing
Route different event types to specific Slack channels.
Rich formatting
Messages include contact names, amounts, and direct links to Agiled.
FAQ
Slack FAQ
Notifications are sent to channels in your own Slack workspace. Slack Connect (shared channels with external organizations) is not currently supported.
Yes. You have full control over which events trigger Slack messages. Enable or disable each event type individually.
Currently, notifications are posted as new messages in the selected channel. Thread-based notifications are on our roadmap.
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Stay in the loop from Slack
Connect Slack and get real-time Agiled notifications in the channels your team already uses.