What gets posted
On the Business plan, each reminder email is also posted to a Slack or Discord channel. The post is the email's subject and a link to the record, nothing else. Reminder emails still go out as before.
Only the workspace owner can set this up. A member sees Ask the workspace owner to set up channel notifications.
Get a webhook URL
In Slack or Discord, create an incoming webhook for the channel you want and copy its URL. We accept addresses that start like this:
https://hooks.slack.com/services/…https://discord.com/api/webhooks/…
Save it in Settings
- Open Settings and find Channel notifications in the Reminders section.
- Paste the address under Webhook URL and choose Save webhook.
- Choose Send a test message. When it works you see Test message posted. Check the channel.
Anyone with the address can post to that channel. Once saved, Settings shows only the provider and the last 4 characters. To post to a different channel, paste a new address under Replace the webhook URL.
If posts stop
When a post doesn't go through, Settings shows Last delivery failed on with the date. Check the webhook still exists in Slack or Discord, then send a test message.
Remove the webhook
Choose Remove beside the saved webhook, then confirm. Reminders stop being posted to the channel. Reminder emails are not affected.
A webhook saved on an earlier plan can still be removed after you leave the Business plan. See what each plan includes.