Slack Integration

Connecting Slack lets the portal automatically create a dedicated channel for each client and send notifications to your team.

Setup

This is a workspace-level integration configured in Settings → Integrations → Slack.

1. Click Connect Slack.
2. Authorise the OAuth prompt — you'll need to be an admin of the Slack workspace.
3. Select the Slack workspace to connect.
4. Click Save.

Auto-creating client channels

Once Slack is connected, enable Auto-create Slack channels in Settings → Onboarding. When you create a new client, the portal automatically:

1. Creates a channel named after the client (e.g. #acme-corp).
2. Stores the channel link against the client record.
3. Shows a Slack icon with a link in the Clients list.

Notifications

The Slack integration can be used to post notifications to a client's channel when key events happen — for example when a file is approved or a task moves to Client Review. Notification preferences are configured per-workspace.

Channel naming

Slack channel names are automatically lower-cased and have spaces replaced with hyphens. If a channel with that name already exists, the portal links to the existing channel rather than creating a duplicate.

Disconnecting

Go to Settings → Integrations → Slack and click Disconnect. Existing channels are not deleted.