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What is Slack?

Slack is a collaborative communication platform for teams, offering real-time messaging, file sharing, and integration with various tools. It organizes conversations into channels based on topics, projects, or teams, fostering efficient and organized team communication.

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Connect Slack to Hyperline

You can connect Slack as a native integration in Hyperline to receive automated notifications in Slack channels and personal notification messages. To connect Slack:
  1. Go to Settings > Integrations
  2. Find Slack in the list of available integrations
  3. Click Connect and authorize Hyperline to access your Slack workspace
  4. Once connected, you can start creating notification rules
If the Slack integration shows Needs action, reconnect Slack from the integration page. This can happen when Hyperline adds new Slack permissions required for the integration to work fully.

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Notification rules

Notification rules let you automatically send Slack messages when specific events happen in Hyperline. Each rule combines a trigger (the event), a Slack channel (where to send), and a message template (what to send). To create a notification rule:
  1. Go to Settings > Integrations > Slack > Notifications
  2. Click Add rule
  3. Give the rule a name
  4. Select a trigger from the list of available events
  5. Choose the Slack channel where the notification should be sent
  6. Customize the message template using variables
  7. Save the rule
Hyperline automatically attempts to join public Slack channels when you configure them in a notification rule. For private channels, you’ll need to manually invite the Hyperline app to the channel.

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Quote approval requests in Slack

When Slack is connected, quote approvers can receive approval requests directly in Slack through their personal notification settings. Slack approval request messages include the quote, customer, amount, quote owner, workflow, workflow step, and approvers. Hyperline also posts the quote PDF in a thread so approvers can review the document without leaving Slack. Approvers can:
  • Click Approve to approve the current workflow step
  • Click Reject to provide a rejection reason
  • Click Open in Hyperline to review the quote in Hyperline
If the quote is already approved, rejected, or no longer waiting for that step, Hyperline refreshes the Slack message to show the current approval state. Users can manage personal Slack approval notifications from Profile > Notifications. Learn more about quote approval workflows.

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Available triggers

You can create notification rules for the following events:

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Message template

Each notification rule includes a customizable message template. You can format the message using Markdown and insert dynamic variables that will be replaced with actual values when the notification is sent. Variables are inserted using the {{variableName}} syntax. The available variables depend on the selected trigger — for example, an invoice trigger provides variables like {{invoiceNumber}} and {{invoiceAmount}}, while a quote trigger provides {{quoteNumber}} and {{quoteValue}}. You can also use custom properties in your message templates (e.g. {{myCustomProperty}}).
Hyperline automatically attempts to join public Slack channels when you configure them in a notification rule. For private channels, you’ll need to manually invite the Hyperline app to the channel.