Slack

With Slack integration, you can automate messages and notifications to your team. This integration allows you to send alerts and updates directly into Slack channels for seamless notifications.

Blesta Club Logo

Slack Messenger by Blesta.Club - Installation Guide

Welcome, and thank you for purchasing the Slack Messenger! We're delighted to have you as a customer and are committed to ensuring you have a seamless experience. This README aims to guide you through the installation of your new extension. If you're new to Blesta or encounter any issues, please don't hesitate to reach out for support.

Installation Guide

For detailed instructions on how to install the Slack Messenger, please ensure you have the license manager installed for leased extensions and then follow these steps:

  1. Obtain the Messenger:

    • Download the Slack Messenger from the download section of the client area.
  2. Upload to Blesta:

    • Upload the Slack Messenger to your Blesta messenger directory:
      /var/www/html/blesta/components/messengers/slack/
  3. Install the Messenger:

    • Log in to your Blesta admin account.
    • Navigate to Settings > Messengers.
    • Find the Slack Messenger and click the "Install" button.
  4. Finding Your API Token and Channel ID

  • API Token:

    • Follow the Slack guide to create a bot user.
    • Add the "chat:write" scope.
    • Install the app to your workspace and obtain the API Token.
  • Channel ID:

    • Right-click the channel, click "View channel details", and find the Channel ID at the bottom.
    • Add the created app to the channel under the "Integrations" tab.

Setting Up the Messenger

  1. Configure the Messenger:

    • Navigate to Settings > Messengers (/admin/settings/company/messengers/installed/).
    • Find the "Slack" Messenger and click on "Manage".
    • Input your API Token and Channel ID. If you don't know how to find them, refer to the install instructions.
  2. Messenger Configuration:

    • Under "Messengers", click on "Messenger Configuration".
    • Assign Slack to the SMS Message Type (currently the only one supported by Blesta).
  3. Enable Notifications:

    • Under "Messengers", go to "Message Templates".
    • Ensure the relevant templates are enabled.

You're now done with the installation! Proceed to configure the messenger as needed by following the usage guide!

Contact Us

If you encounter any issues or have suggestions for improving the extension, please get in touch with us. We are committed to providing robust updates and welcome customer feedback.

Blesta Club Logo

Welcome, and thank you for purchasing the Slack Messenger! We're delighted to have you as a customer and are committed to ensuring you have a seamless experience. This README aims to guide you through the update process of your new extension. If you're new to Blesta or encounter any issues, please don't hesitate to reach out for support.

Slack Messenger by Blesta.Club - Updating Guide

To keep your Slack Messenger up-to-date, follow the steps outlined below:

Updating Guide

  1. Obtain the Updated Messenger:

    • Download the latest version of the Slack Messenger from the download section of my.blesta.club.
  2. Upload to Blesta:

    • Upload the updated Slack Messenger to your Blesta messenger directory:
      /var/www/html/blesta/components/messengers/slack/
  3. Update the Messenger:

    • Log in to your Blesta admin account.
    • Navigate to Settings > Messengers.
    • Find the Slack Messenger and click the "Update" button.

No additional changes are needed outside of updating the files. Any breaking changes will be communicated to clients by the Blesta.Club team prior to it being made available for download!

Keep your Slack Messenger up-to-date to ensure you have the latest features and improvements.

Contact Us

If you encounter any issues or have suggestions for improving the extension, please get in touch with us. We are committed to providing robust updates and welcome customer feedback.

Blesta Club Logo

Welcome, and thank you for purchasing the Slack Messenger! We're delighted to have you as a customer and are committed to ensuring you have a seamless experience. This README aims to guide you through the usage of your extension. If you're new to Blesta or encounter any issues, please don't hesitate to reach out for support.

Slack Messenger by Blesta.Club - Usage Guide

Once your Slack Messenger is installed and updated, you'll want to configure it to suit your needs. Follow the steps below for a comprehensive setup.

Messenger Capabilities

The Slack Messenger is designed to send notifications for various events in Blesta, including:

Client Messages

  1. Account Registration
    • Description: Welcome notice sent for new account registrations.
  2. Auto-Debit Pending
    • Description: Notice indicating an upcoming automatic payment.
  3. Invoice Delivery (Paid)
    • Description: Notice containing the total amount of a paid invoice.
  4. Invoice Delivery (Unpaid)
    • Description: Notice containing the total amount of an unpaid invoice.
  5. Invoice Notice (1st, 2nd, 3rd)
    • Description: Reminder or late notice for invoice payments.
  6. Quote Delivery
    • Description: Notice containing a quote number and link.
  7. Service Creation
    • Description: Notice sent when a service is created.
  8. Service Scheduled Cancellation
    • Description: Notice sent when a service is scheduled for cancellation.
  9. Service Suspension
    • Description: Notice sent when a service is automatically suspended.
  10. Service Unsuspension
    • Description: Notice sent when a service is automatically unsuspended.

Staff Messages

  1. Quote Approval
    • Description: Notice sent after a quote is approved by the client.

Plugin Messages

  1. Order Received
    • Plugin: Order System
    • Description: Notice sent when an order is received.
  2. Staff Ticket Assigned
    • Plugin: Support Manager
    • Description: Notice sent to a staff member when a ticket is assigned to them.
  3. Staff Ticket Updated
    • Plugin: Support Manager
    • Description: Notice sent to a staff member when a ticket is updated.

Contact Us

If you encounter any issues or have suggestions for improving the extension, please get in touch with us. We are committed to providing robust updates and welcome customer feedback.

Blesta Club Logo

Slack Messenger by Blesta.Club - Installation Guide

Welcome, and thank you for purchasing the Slack Messenger! We're delighted to have you as a customer and are committed to ensuring you have a seamless experience. This guide aims to walk you through the installation and configuration of your new extension. If you're new to Blesta or encounter any issues, please don't hesitate to reach out for support.

Messenger Capabilities

The Slack Messenger is designed to send notifications for various events in Blesta, ensuring you stay informed and connected with your clients and team. The notifications are categorized as follows:

Client Messages

  1. Account Registration
    • Description: Welcome notice sent for new account registrations.
  2. Auto-Debit Pending
    • Description: Notice indicating an upcoming automatic payment.
  3. Invoice Delivery (Paid)
    • Description: Notice containing the total amount of a paid invoice.
  4. Invoice Delivery (Unpaid)
    • Description: Notice containing the total amount of an unpaid invoice.
  5. Invoice Notice (1st, 2nd, 3rd)
    • Description: Reminder or late notice for invoice payments.
  6. Quote Delivery
    • Description: Notice containing a quote number and link.
  7. Service Creation
    • Description: Notice sent when a service is created.
  8. Service Scheduled Cancellation
    • Description: Notice sent when a service is scheduled for cancellation.
  9. Service Suspension
    • Description: Notice sent when a service is automatically suspended.
  10. Service Unsuspension
    • Description: Notice sent when a service is automatically unsuspended.

Staff Messages

  1. Quote Approval
    • Description: Notice sent after a quote is approved by the client.

Plugin Messages

  1. Order Received
    • Plugin: Order System
    • Description: Notice sent when an order is received.
  2. Staff Ticket Assigned
    • Plugin: Support Manager
    • Description: Notice sent to a staff member when a ticket is assigned to them.
  3. Staff Ticket Updated
    • Plugin: Support Manager
    • Description: Notice sent to a staff member when a ticket is updated.

Setting Up the Messenger

Install the Messenger

  1. Download the Messenger:

    • Obtain the Slack Messenger from the download section of my.blesta.club.
  2. Upload to Blesta:

    • Upload the Slack Messenger to your Blesta messenger directory:
      /var/www/html/blesta/components/messengers/slack/
  3. Install the Messenger:

    • Log in to your admin Blesta account and navigate to Settings > Messengers.
    • Find the Slack Messenger and click the "Install" button.

Configure the Messenger

  1. Manage the Messenger:

    • Navigate to Settings > Messengers (/admin/settings/company/messengers/installed/).
    • Find the "Slack" Messenger and click on "Manage".
    • Input your API Token and Channel ID. If you don't know how to find them, refer to the instructions below.
  2. Messenger Configuration:

    • Under "Messengers", click on "Messenger Configuration".
    • Assign Slack to the SMS Message Type (currently the only one supported by Blesta).
  3. Enable Notifications:

    • Under "Messengers", go to "Message Templates".
    • Ensure the relevant templates are enabled.

Finding Your API Token and Channel ID

  • API Token:

    • Follow the Slack guide to create a bot user.
    • Add the "chat:write" scope.
    • Install the app to your workspace and obtain the API Token.
  • Channel ID:

    • Right-click the channel, click "View channel details", and find the Channel ID at the bottom.
    • Add the created app to the channel under the "Integrations" tab.

Troubleshooting Notifications

  • Order Notifications:

    • Go to Billing > Overview (/admin/billing/index/).
    • Enable "Messengers" under "Order Notifications" settings.
  • Ticket Notifications:

    • Go to Support > Departments (/admin/plugin/support_manager/admin_departments/).
    • Enable "Send Auto-Response Emails for New Tickets".
    • Assign notification priorities under Support > Staff (/admin/plugin/support_manager/admin_staff/).

Contact Us

If you encounter any issues or have suggestions for improving the extension, please get in touch with us. We are committed to providing robust updates and welcome customer feedback.

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