Slack setup

Connect your Slack workspace so Plandalf can post to your channels. Your team sees each new purchase, renewal or upsell as it happens, and you can have failed automations reported in Slack as well as by email.

There are two ways to use it. Slack notifications is a ready-made recipe: switch on the events you want and pick a channel for each. The Send Slack Message step lets you post from any sequence, with your own message.

Before you start

• Permission to add apps to your Slack workspace. If your workspace restricts apps, a Slack admin may need to approve Plandalf.
• The channels you want to post to.

You don’t need an API key. Slack asks you to approve Plandalf in a pop-up window.

Connect Slack to Plandalf

1. Find Slack in the Marketplace

   In Plandalf, open Automation in the sidebar and choose the Marketplace tab. Find Slack under Available now and click Connect.

2. Add to Slack

   In the Connect Slack window, keep or change the Integration name and click Add to Slack. A Slack window opens.

3. Approve Plandalf

   Check the workspace shown in the top-right corner of the Slack window, then click Allow. The window closes and Plandalf shows Slack connected.

Plandalf asks Slack for permission to see your public and private channel names and to send messages, including to public channels it hasn’t been added to. It can’t read your messages.

Posting to a private channel

Plandalf can post to any public channel straight away. For a private channel, add the Plandalf app to the channel first: open the channel in Slack, open its details, go to Integrations and add the app. The channel then appears in Plandalf’s channel list.

Turn on Slack notifications

The quickest setup. Each notification is a small sequence that Plandalf manages for you, so it doesn’t appear in My Sequences.

1. Open the recipe

   Go to Automation → Templates and open Slack notifications under Recipes. Check the Slack workspace is the one you connected.

2. Choose events

   Switch on the events you want:

   • New purchase: a customer completes a checkout.
   • Subscription / invoice paid: any invoice is paid, including renewals.
   • Refund / void: an invoice is voided in Plandalf.
   • Upsell accepted: a customer accepts a post-purchase upsell.

3. Pick a channel and save

   For each event, pick a Channel, edit the Message if you like, and click Save.

Switching an event off deletes its notification sequence. Plandalf has no refund trigger yet, so a refund made in your payment provider doesn’t post a Refund / void message. Only a voided Plandalf invoice does.

Send Slack Message

Add this step to any sequence to post your own message.

• Channel (required): pick a channel from your workspace.
• Message (required): the text to post. It starts with a purchase summary built from {{trigger.customer_name}}, {{trigger.customer_email}}, {{trigger.total_amount}}, {{trigger.currency}} and {{trigger.line_items_summary}}. Slack formatting works: *bold*, _italic_, `code` and emoji such as :tada:.

If Slack refuses a message, the step still finishes, and its output shows status: failed with Slack’s error code. Check a step’s output in the sequence’s Events view.

Get failed automations in Slack

Plandalf emails your notification recipients when a sequence run fails. To post the same alerts to Slack:

1. Go to Automation → My apps and open your Slack connection.
2. Switch on Post automation failures to Slack and pick a Failure alert channel.
3. Click Save Changes.

Alerts only go out while Failed automation notifications is on under Settings → Notifications, and at most once every 15 minutes per sequence.

Example: post every Pro plan sale to #sales

1. Create the sequence

   Go to Automation → My Sequences and create a sequence called “Pro plan sales to Slack”.

2. Set the trigger

   Choose Plandalf and Checkout Completed. Under Offer, pick your Pro plan checkout. On 3. Test, pick a recent checkout as the sample record.

3. Add the message

   Click Add a step, choose Slack and Send Slack Message, and pick your Slack account. Choose #sales as the Channel. Keep the starting message or write your own, for example: :tada: {{trigger.customer_first_name}} just bought {{trigger.line_items_summary}}.

4. Test and turn it on

   Run the step’s test. It posts a real message, so tell the channel first. Then turn the sequence On.

Common errors

Related guides

• Automations overview
• Plandalf with Slack