Skip to main content

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.

Connect Slack to Hyperline

You can connect Slack as a native integration in Hyperline to receive automated notifications directly in your Slack channels. 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

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

Available triggers

You can create notification rules for the following events:
TriggerDescription
Approval requestedAn approval step has been requested
Approval request approvedAn approval step has been approved
Approval request rejectedAn approval step has been rejected
Bank account erroredA bank account encountered an error
Data loader failedA data loader job has failed
Invoice chargebackAn invoice has been charged back
Invoice erroredAn invoice encountered an error
Invoice lateAn invoice is overdue
Invoice settledAn invoice has been fully paid
Quote signedA quote has been signed
Quote viewedA quote has been viewed
Subscription activatedA subscription has been activated
Subscription contract renewedA subscription contract has been renewed
Subscription renewedA subscription has been renewed
Subscription trial endedA subscription trial period has ended

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.