The right updates in the right channels
Post new leads, approved proposals, assignments and status changes to Slack, with a channel for each client if you want one.
Updates nobody sees
Important things happen in Rofinery while your team’s talking in Slack. A lead comes in, a proposal’s approved, a task’s assigned, and the people who need to know find out later.
Connect Slack and choose where each kind of update goes.
What the Slack integration does
Updates flow out to the channels you choose.
Eight kinds of update
New leads, lead status changes, approved proposals, project status changes, project managers assigned, people added to projects, task assignments and reminders
A default channel
Send everything to one channel to start with
A channel per update
Send each kind of update to its own channel, or switch it off
A channel per client
Give a client its own channel, and their updates go there first
Support requests
Post new support requests from a channel to Slack
Private stays private
Updates about private projects are never posted
Questions about Slack
Team admins connect them in your team's settings. Google Calendar, Google Drive and AI assistants also ask each person to connect their own account.
No. Nothing is posted until a channel is set.
Keep the team in the loop
Or see where Slack updates come from.