> ## Documentation Index
> Fetch the complete documentation index at: https://docs.caard.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Slack

> Get lead notifications in your team's Slack channels.

The Slack integration posts a message to your team's Slack when something happens to a lead — a new capture, a status change, a reassignment, and more. Each notification type has its own toggle, channel, and message template.

Slack connects at the workspace level: one Slack workspace per Caard workspace, shared by the whole team.

## Connect Slack

<Steps>
  <Step title="Open Integrations">
    Go to **Integrations** in the sidebar and select the Slack card, then **Connect Slack**.
  </Step>

  <Step title="Authorize Caard">
    Sign in to Slack and approve the request. Caard asks for permission to post messages and list your channels — it can't read your conversations.
  </Step>

  <Step title="Pick a default channel">
    Back on the integration page, open the **Default Channel** tab and choose where notifications go. Both public and private channels work.
  </Step>
</Steps>

<Note>
  Connecting requires permission to manage integrations in your workspace. The authorization window expires after 10 minutes — start over if you left it open too long.
</Note>

## Notification types

Configure these on the **Notifications** tab. Only **New lead created** is on by default; enable the rest as needed.

| Notification        | When it fires                                              |
| ------------------- | ---------------------------------------------------------- |
| New lead created    | A lead is captured or added to the workspace               |
| Lead status changed | A lead moves to a different stage                          |
| Lead reassigned     | A lead's owner changes                                     |
| Lead tagged         | A tag is added to a lead                                   |
| Note added to lead  | Someone adds a note (the message includes a short snippet) |
| Daily lead digest   | A daily summary of leads captured in the past 24 hours     |

## Configuring a notification

Each notification row on the **Notifications** tab has:

* **Toggle** — turn the notification on or off.
* **Channel override** — send this notification type to a different channel. Without an override, it goes to the default channel.
* **Customize message** — edit the message template. Insert placeholders like `{{displayName}}`, `{{email}}`, `{{company}}`, `{{leadUrl}}`, or event-specific ones such as `{{oldStatus}}`/`{{newStatus}}` for status changes and `{{leadCount}}` for the digest. **Reset to default** restores the original template.
* **Send test** — posts a sample message with example data to the configured channel, so you can check the format before real leads start flowing.

<Tip>
  Route noisy notifications like **Lead tagged** to a dedicated channel, and keep the default channel for **New lead created** so important captures don't get buried.
</Tip>

## Disconnect

In the **Danger Zone** tab, select **Disconnect**. This deletes all notification rules and channel settings — to resume notifications you'll need to reconnect and configure them again.

## Troubleshooting

* **A channel is missing from the picker** — the picker lists public and private channels in the connected Slack workspace. If a private channel doesn't appear, make sure it exists in the same workspace you connected.
* **Messages aren't arriving** — confirm the notification's toggle is on and use **Send test** to verify the channel. If the test fails, reconnect Slack from the Integrations page.
* **"You declined the Slack authorization request"** — the connection was cancelled in Slack; select **Connect Slack** and approve the request to finish.