Clearmargin

Set Up Slack Notifications

Get real-time Clearmargin notifications in your Slack workspace.

Steps

  1. 1Go to Slack API (api.slack.com/messaging/webhooks) and create an Incoming Webhook.
  2. 2Choose which Slack channel should receive notifications.
  3. 3Copy the webhook URL.
  4. 4In Clearmargin, go to Settings > Integrations > Slack /dashboard/settings/integrations/slack.
  5. 5Paste the webhook URL and enable the integration.
  6. 6Select which events to send to Slack (invoice paid, proposal accepted, etc.).
  7. 7Click "Test" to verify the connection, then "Save Settings".

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