Get Slack alerts for new tickets

Your team sees new support requests where they already talk, and can jump straight to the ticket in Agiled.

Before you start

You need to be able to add apps to your Slack workspace, or ask the person who can.

Open Settings › Apps and open Slack.
Select Connect, sign in to Slack and approve access.
Back in Agiled, under Channels and notifications, tick the Slack channels Agiled may post in, such as #support.
Select Add route.
In Select a channel, pick #support. In Select an event, pick New ticket.
Leave it on All records, or narrow it to one project, account or pipeline.
Select Save route, then send a test message to the channel.

You're done when the test message appears in your Slack channel. From now on, each new ticket posts there too.

Nothing arrived? Check Delivery history on the same page. It shows each message and whether Slack accepted it.
Want other alerts? Add more routes the same way, such as new deals or signed estimates, each to the channel that should see them.
Personal Slack notifications let each teammate get their own alerts in Slack, as well as the channel ones.