Connect Slack
The things that matter to the business post to a channel you choose.
- Workspace settings, Integrations, Connect Slack. Slack shows an Allow screen for your Slack workspace; approve it.
- Type the channel in the box that appears (#general, #sales) and press Save. Then Send a test.
- If Slack says the Tri-Gig app is not in the channel, open the channel in Slack, type /invite @Tri-Gig, and test again.
From then on these post to the channel, once each, with a link back: a new lead, a booking, an invoice at risk or a customer choosing a payment option, a new case, an approval waiting on someone, a new teammate. Rules can send their own messages with the Send Slack message step.
Tip:Tri-Gig only posts to the channel you picked. It does not read your Slack messages.
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Still stuck? Inside your workspace press Get Support at the top of any page, or write to support@trigig.com. A person replies within one business day.