Slack Integration

Connect Slack once, then use the Send Slack Message action in any automation to post to a channel when something happens in Nymble.

What it does

Slack is an automation action, not a fixed set of alerts. You decide what triggers a message and what it says. Common uses:

• A client is created: post to your sales channel
• A contract status changes: tell the delivery team
• A task is updated: notify the project channel

Message text supports the same Liquid templating as email actions, so you can include record fields such as the client name or the project title.

Setup

1. Open Integrations from the sidebar
2. Click Connect Slack and approve access in Slack
3. Go to Workflows > Automations and create or edit an automation
4. Add a Send Slack Message action, pick the channel, and write the message

Automations need the Pro plan or higher.

Good to know

• The connection belongs to the person who connected it. If they leave the workspace, reconnect Slack from another account.
• Nymble can only post to channels the Slack app has been added to. If a message does not arrive, invite the Nymble app to that channel in Slack.