Send selected Foundbase events to Slack channels
Connect a Slack workspace to a Foundbase project. Choose which changes should trigger a message and send them to a default channel or a separate channel for each event.
Slack in Foundbase: events, channels and message content
The Slack integration sends outbound messages from Foundbase to channels in a connected Slack workspace. It supports predefined product events and a selected action inside a workflow.
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What the Slack integration does in Foundbase
The Slack integration sends outbound messages from Foundbase to channels in a connected Slack workspace. It supports predefined product events and a selected action inside a workflow.
In the integration settings, the team chooses which events are active. Each event can use its own channel. If no separate channel is selected, Foundbase uses the default channel.
Predefined events come from tasks, pipeline subjects, contacts, companies and follow-ups. Messages are built from the data available on each record and can link back to Foundbase.
The integration does not update Foundbase records from Slack and does not provide search or commands inside Slack. The documented direction is from Foundbase to Slack. Delivery depends on the selected setup and a valid Slack connection.
Slack integration at a glance
Sends messages from Foundbase to selected Slack channelsSupports 17 events across five Foundbase areasUses a default channel or a channel selected for each eventCan send custom text as a configured workflow actionCan link back to the relevant record in FoundbaseDoes not read or update Foundbase data from Slack
- Sends messages from Foundbase to selected Slack channels
- Supports 17 events across five Foundbase areas
- Uses a default channel or a channel selected for each event
- Can send custom text as a configured workflow action
- Can link back to the relevant record in Foundbase
- Does not read or update Foundbase data from Slack
Examples of Slack configuration
These examples show possible configurations using the documented events and workflow actions. They are not customer cases or outcome promises.
Pipeline stage changes to the sales channel
Enable the pipeline subject stage-change event and select the channel that should receive the standard message.
Task changes to the project channel
Send created or updated tasks to a project channel. The message can show fields such as status, assignee, priority and due date.
Overdue follow-ups to a selected channel
Enable the overdue follow-up event and use the default channel or a separate channel for this event.
Custom message from a workflow
Add Slack as a workflow action and set the channel and message. The action runs only when the workflow reaches this step.
Related communication and calendar integrations
Slack sends messages out of Foundbase. Calendar, email and telephony integrations have separate pages for their direction and setup.
Customer testimonials
About Foundbase as a platform
The statement below is about Foundbase generally and does not verify results from the Slack integration.
I have been looking for the right functional and user-friendly tool that can help with everything from project management, financial management, sales work, etc. The answer to this is Foundbase.
Slack integration: documented setup and direction
Which events can send a Slack message?
Tasks can send a message when they are created, updated or deleted. Pipeline subjects also support stage changes. Contacts and companies can send messages on creation, updates and deletion.
Follow-ups can send messages when they are created, updated, deleted or overdue. The team selects active events in the project Slack settings.
A message is sent only when Slack is connected to the project, the event is enabled and a channel can be resolved from the event routing or default channel.
How is the Slack channel selected?
Foundbase retrieves public and private channels visible to the connected Slack installation. The team selects a default channel in the integration settings.
Each of the 17 events can also use a separate channel. The event-specific channel takes precedence. Otherwise, Foundbase uses the default channel.
This routing can keep task and pipeline changes in different channels without claiming that Slack automatically evaluates or prioritises messages.
What does the message contain?
The content depends on the event. A task message can include title, assignees, status, priority, due date and a short description. Pipeline messages can include pipeline, stage, value, company and assignee.
Contact, company and follow-up messages use relevant fields available on the record. When the event provides a URL, the title links back to Foundbase.
Messages provide orientation. Work on the record continues in Foundbase.
Predefined events and workflow messages are different
Predefined integration events send a standard message when a selected record type changes. They are controlled by the enabled events and channel routing in the Slack settings.
The workflow action sends custom text to the channel selected in the workflow. It runs only when the rest of the workflow reaches the Slack action.
The practical effect depends on the events, channels and working process the team configures.
Slack as support for CRM, tasks and workflows
The Slack page owns questions about message types, channel routing and direction. The underlying product pages explain the work that creates those events.
CRM and pipelineWork with contacts, companies, pipeline subjects and follow-ups that can produce selected Slack events.Project managementCreate and update tasks with status, assignee, priority and due date. Selected task events can be sent to Slack.Workflow automationSee how triggers, conditions and actions are configured, including a Slack action with a selected channel and message.All integrationsBrowse the integration catalogue and open each page for direction, setup and boundaries.
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Want to send selected Foundbase events to Slack?
Connect Slack, choose events and channels, and review the setup in the integration settings.
Frequently asked questions about the Slack integration
Predefined events cover tasks, pipeline subjects, contacts, companies and follow-ups. Events include creation, updates and deletion, plus stage changes and overdue follow-ups where supported.
Yes. You can select a default channel and then set a separate channel for each event. The separate channel is used first, with the default channel as fallback.
Yes. Slack can be selected as a workflow action with a channel and message. It sends only when the workflow trigger and any conditions lead to that action.
No. The documented integration sends messages from Foundbase to Slack. It does not provide commands for searching or updating Foundbase records from Slack.
Foundbase records the latest send status and error on the Slack connection. Delivery requires an active connection, valid access and a channel the integration can post to.
No. The team selects active events and channels. A workflow message also requires a configured workflow that reaches the Slack action.