Slack Integration
NativeConnect your Slack workspace to AgencyPro under Workspace Settings > Integrations > Slack. AgencyPro posts to the channel you choose when a request is created or completed, a ticket is created, or an invoice is paid.
Why connect Slack with AgencyPro
Most agency teams watch Slack more closely than email. The Slack integration posts AgencyPro events into one channel, so the team sees new client requests, finished work, new tickets and payments where they already talk.
It is a native connection, not a Zap. You authorize Slack, pick the workspace and channel, and save. If you need other events, a separate channel per event type, or Microsoft Teams instead, use the Zapier integration (Plus plan).
Key features
Benefits for your agency
How agencies use Slack with AgencyPro
A triage channel for new requests
Post new requests to a channel such as #client-requests so whoever is on triage picks them up quickly.
Payment alerts for account leads
Invoice paid and payment succeeded messages tell the team the moment a client pays.
Tickets that do not get missed
New support tickets appear in the same channel, so they are seen between checks of the AgencyPro inbox.
How to set up Slack
- Go to Workspace Settings > Integrations > Slack in AgencyPro.
- Click Authorize and approve the AgencyPro app in Slack.
- Select your Slack workspace and the channel that should receive notifications.
- Save, then send a test message from the settings page.
- Optional: bulk-link team members to their Slack accounts.
Frequently asked questions
Which events post to Slack?
Request created, request completed, ticket created, invoice paid and payment succeeded.
Can different events go to different channels?
Not with the native integration, which posts to the one channel you select. For per-event routing, build Zaps with Slack's Send Channel Message action, which needs the AgencyPro Plus plan.
Will clients see these messages?
Only if they are in the channel. Messages go to the channel you pick in your own Slack workspace, so avoid a Slack Connect channel shared with clients unless you want them to see payment and request alerts.
How do I stop the notifications?
Disconnect Slack from Workspace Settings > Integrations > Slack. You can reconnect later.
More Communication integrations
Ready to get started?
See how Slack fits into your AgencyPro setup, or ask us which plan you need.