You can easily integrate FreeAgent with Slack. You can later use this integration to create specific automations that can push alerts or changes in FreeAgent to Slack.
Permissions: Only Administrators can create Integrations.
In this tutorial, we will cover the following topics:
Navigate to Slack Integration
Navigate to Settings > Integrations > Slack.
Authorize Slack
First, we need to authorize your Slack account so that it can connect with FreeAgent. Start by clicking on the "Authorize" button in the top right corner of the screen.
A separate window will appear asking for your Slack account credentials.
Once your Slack account has been authorized the "Is Authorized" checkbox should be on. Make sure you check "Enable Slack" before moving on to creating Automations.
Create an Automation
Now that your Slack account is integrated with FreeAgent you can use Automations to push alerts to your Slack account.
See the following article to learn more about Automations and how they work:
Automation Example
Let's use an example for a Sales team. Maybe you would like to send a message to a specific Slack channel every time the Sales team closes a deal.
1. App
After you give your automation a name choose the application you would like to use it with. In this case we'll be using the Deals app since we want to push closed deals to Slack.
2. Trigger
We're going to use "After Update" as our trigger since we want the automation to run after a specific field has been updated.
3. Fields
"Deal Stage" is the field we'll use as that's the one being used to track where the deal is in the sales process.
4. Add Condition
We want the message posted to Slack after a Deal is won. So our condition will be the "Deal Stage" is "Closed Won".
5. Actions
From the Actions drop-down menu select "Slack Alert". Then click on the cog icon to the right to edit the options.
Here you need to add the name of the Slack channel you would like to send the message to as well as put together the content message. This is done using Content Blocks which are a part of the Slack API. You can learn more about crafting message blocks here: