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Slack

Connect Slack for workspace notifications.

Use the Slack integration to send notifications about invoices, portals, proposals, and client messages into a Slack channel using an incoming webhook.

Updated May 2026

01

Create a Slack webhook

Slack notifications use an incoming webhook URL that you generate from a Slack app in your workspace.

  1. Go to api.slack.com/apps and create a new app from scratch.
  2. Name the app and pick your Slack workspace.
  3. Open Incoming Webhooks and turn the feature on.
  4. Add a new webhook, choose a channel, and copy the webhook URL.

02

Connect Slack in ClientDeck

Open Settings then Integrations to enable Slack and paste the webhook URL.

  1. Open Settings and go to the Integrations tab.
  2. Enable the Slack integration.
  3. Paste the webhook URL into the Slack field.
  4. Save your integration settings.

03

Send a test message

A test send confirms the webhook URL reaches the right channel before you rely on event notifications.

  1. Confirm the webhook URL is recognized as a valid Slack URL.
  2. Click Send test next to the webhook field.
  3. Check the chosen Slack channel for the test message.
  4. Resolve any error shown before continuing.

04

Choose which events notify

Under Notify me about, pick which events post to Slack: invoice paid, portal viewed, proposal accepted, proposal declined, and new portal messages.

  1. Open the event preferences below the webhook field.
  2. Turn on Invoice paid, Portal viewed, or Proposal accepted as needed.
  3. Turn on Proposal declined or New message in portal as needed.
  4. Save your integration settings.

Notes

Slack notifications are fire and forget. If Slack is down or the webhook fails, the underlying action in ClientDeck still completes and the failure is only logged.