Slack
Post new bookings, cancellations and handoff briefs to a Slack channel with an incoming webhook.
What Nudge posts to Slack
Once Slack is set up, Nudge posts to one channel of your Slack workspace:
| Message | When | Content |
|---|---|---|
| New booking | A meeting is booked through a form or the website agent. | Contact name, date and time (in your workspace time zone), form name, and a short brief of the conversation when there was one. |
| Cancelled | A booking is cancelled, by the prospect or by your team. | Contact name, the cancelled date and the form name. |
| Handoff brief | Before a meeting, if the Handoff Agent is set to send briefs On Slack. | The meeting time, the contact and their account, the brief and a link to the conversation in Nudge. |
Messages are written in English.
Nudge uses a Slack incoming webhook: a private URL that posts into one channel. You do not install a Nudge app in Slack and Nudge cannot read your messages.
Set up Slack
Create an incoming webhook in Slack
In Slack, create an incoming webhook for the channel you want (for example #sales-bookings). Slack's guide is at api.slack.com/messaging/webhooks. You will get a URL that starts with https://hooks.slack.com/services/.
Open the Slack page in Nudge
In Integrations, find Slack under Alerts and automation and click Configure.
Paste the URL and turn it on
In the Slack card, paste the URL in Incoming Webhook URL, switch the toggle on, and click Save settings. Messaging settings saved confirms it.
The Slack card in the catalogue now shows Connected.
The URL is write-only
After saving, the URL is never shown again. The field stays empty with the hint A value is stored. Leave it empty to keep the stored URL, or paste a new one to replace it.
Send handoff briefs to Slack
The Handoff Agent sends your closers a brief before each meeting. To also post it to Slack, open the Handoff Agent settings and tick On Slack in the delivery options. This uses the same webhook as above, so Slack must be set up first. See Handoff.
Pause or change the channel
- Pause notifications: switch the toggle off on the Slack card and click Save settings. The URL stays stored.
- Change the channel: create a new incoming webhook for the other channel in Slack, paste its URL and save. The new URL replaces the old one.
- Stop for good: remove the webhook in Slack. Nudge's messages are then refused by Slack.