Slack and other integrations

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Settings → Integrations, under the Apps heading in the settings panel

Integrations connect Deeluge to a service your firm already uses by signing in to it, rather than by pasting a key. Slack is the first: Deeluge posts to your channels when deals score well, change stage, or arrive through a form.

The Integrations page

Each integration is a card with its name, what it does, and how it is:

Everyone sees whether an integration works. Owners and admins connect, disconnect and configure the firm's.

Connecting Slack

1. Select Connect on the Slack card (or Connect Slack on Slack's own page).
2. Slack asks you to sign in and choose a Slack workspace, and lists what Deeluge may do: post messages, and see the names of channels. Select Allow.
3. You come back to Deeluge with Slack connected. The card shows Connected and the Slack workspace's name.

Select the gear on the card to open Slack's own page, where its rules live.

Rules

A rule says what to post, and where. On Settings → Integrations → Slack:

1. Select + Rule.

2. Choose what the rule is for:

   Rule	Posts when	You also choose
   High-scoring deals	The screener scores a deal at or above your bar	Score at least
   Deal moved stage	A record's status or choice field changes	The Object, the Field (such as Stage) and, optionally, the stages under Into
   Form submitted	Someone sends one of your forms	The Form, or any
   New record	A record is added	The Object

3. Pick the Channel. Public channels are all listed; a private one shows once the Deeluge app has been invited to it in Slack.

4. Give it a Name and select Add rule.

A message reads, for example, Acme Industrial scored 84 against your buy box, with the deal's revenue, EBITDA, industry and state, its top factors, and a View deal button. Under each message is the rule's name and a link back to Deeluge, so anyone in the channel can see where it comes from.

Restricted records are never posted. Each rule acts as its own identity, like a webhook, and sees nothing restricted until someone adds it in Access and permissions, where it is labelled Slack rule.

Looking after a rule

Each rule shows its name, then the channel and what it watches. Its icons:

A rule can pause by itself, with Paused beside its name. Rest the pointer on it to see why:

• The channel was not found or The channel is archived: pick another channel, or unarchive it, then resume.
• Invite the Deeluge app to this private channel: do that in Slack, then resume.
• Slack needs reconnecting: reconnect Slack. These rules resume by themselves.

If Slack is slow or busy, messages wait and are sent shortly; nothing needs doing.

Disconnecting

Select the unplugged icon on the card, or on Slack's page, and confirm. Deeluge's access is withdrawn in Slack, and every rule pauses. Connecting again picks up where they were. If someone removes the Deeluge app from your Slack workspace, Deeluge notices at once and shows Slack as not connected.

What integrations cannot do yet

• Answer you from Slack: there is no /deeluge command, and the buttons in messages open Deeluge rather than acting in Slack.
• Post to Microsoft Teams, or connect Google Drive, OneDrive, DocuSign or Zoom.
• Say which stage a deal moved from: a message names the stage it moved to.

Next

• Apps and the toolbar
• Webhooks in Settings