Plutio + Slack Integration (2026)

Plutio runs your business, and Slack keeps you informed the moment something important happens.

Connect Slack to Plutio and get real-time notifications when clients pay invoices, sign proposals, complete tasks, or book meetings. Notifications arrive within seconds and include enough context to understand what happened without opening Plutio. Click through to see full details when you need them.

Freelancers and agencies use the Slack integration to stay informed without constantly checking Plutio. Payment notifications celebrate wins, proposal signatures signal new work starting, and task completions track progress. You see business activity flowing through Slack in real-time while staying focused on actual work.

Note: Plutio also integrates with Microsoft Teams for organizations using Microsoft 365. Last updated January 2026.

Plutio

Slack

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Via Zapier

10 min setup

What is Slack

Slack is a team messaging platform that organizes conversations into channels. Instead of email threads, teams communicate in real-time through channels like #general, #sales, and #design. Freelancers and agencies use Slack for internal communication, client collaboration, and receiving notifications from business tools. Slack offers Free, Pro, Business+, and Enterprise plans.

TLDR (summary)

Plutio manages your projects, invoices, proposals, and client relationships. Slack extends Plutio by delivering real-time notifications about business activity to your team messaging platform. Together, you stay informed about what matters without checking multiple dashboards.

Key facts: native integration (no Zapier needed), real-time notifications within seconds, route different events to different channels, click-through links to Plutio, free on all Plutio plans.

Connecting Slack to Plutio takes about 2 minutes. You authorize Plutio to post messages, select your default channel, and enable the notification types you want. Notifications begin flowing immediately.

Notification types

What notifications can you receive in Slack?

Plutio sends notifications to Slack when important events happen in your business. You choose which events matter and where they go. Each notification includes context about what happened and a link to see details in Plutio.

Invoice paid

See client name, invoice amount, payment method, and invoice number the moment payment arrives. Celebrate wins with your team or track cash flow in real-time.

Proposal signed

Know immediately when clients accept your proposals. The notification includes client name, proposal title, and total value. New work is confirmed and ready to start.

New contact created

Track new leads entering your pipeline. See contact name, email, and how they were added (form submission, manual entry, integration sync).

Task completed

Monitor project progress as tasks are checked off. See task name, project name, and who completed it. Keep project channels updated without manual status reports.

Booking confirmed

Get notified when clients book meetings through your scheduling pages. See client name, meeting type, and scheduled date/time.

Time entry logged

Track team utilization as time is logged. See duration, project, and work description. Useful for managers monitoring billable hours.

How do I route notifications to different channels?

Configure routing rules in Plutio to send different notification types to different Slack channels based on what makes sense for your team.

Channel routing prevents notification overload by ensuring each channel receives only relevant updates. Your sales team sees new leads in #sales without seeing every task completion. Your finance team sees payments in #revenue without project noise. Each person sees what matters to their role.

Routing also enables project-specific channels. Route task completions for a specific project to #project-acme so that project team stays updated while others are not distracted.

Common routing patterns: payments → #revenue, new leads → #sales, task completions → project-specific channels, proposal signatures → #wins or #closed-deals, bookings → #calendar or the team member's DM.

Setting up channel routing

Step 1: In Plutio Settings → Integrations → Slack, find the notification configuration
Step 2: For each notification type, select which channel should receive it
Step 3: For private channels, first add the Plutio app to the channel using /invite @Plutio
Step 4: Save your configuration. Routing takes effect immediately.

Can notifications go to private channels or DMs?

Yes. Notifications can be sent to private channels or direct messages, not just public channels.

Private channel routing is useful for confidential projects where updates should not be visible to the entire workspace. Financial notifications might go to a private #finances channel that only leadership can see. Client-specific channels might be private to prevent cross-client visibility.

Direct message routing is useful for solo freelancers who do not have team channels, or for notifications that are only relevant to one person (like a team member's own task completions).

To send notifications to a private channel, you must first add the Plutio app to that channel. In Slack, open the private channel and type /invite @Plutio. The channel then appears as an option when configuring notification routing in Plutio.

Privacy considerations

Workspace guests: If your Slack workspace has external guests, ensure financial notifications go to channels they cannot access
Slack Connect: If a channel uses Slack Connect with external partners, notifications will be visible to everyone in that channel
Client-specific channels: Use private channels for client-specific notifications to prevent data leakage between clients

How do I connect Slack to Plutio?

Connecting Slack takes about 2 minutes. Authorize Plutio in your Slack workspace, select your default channel, and enable the notifications you want.

The authorization grants Plutio permission to post messages to channels you select. Plutio cannot read your Slack messages, access private conversations, or view workspace data beyond what is needed to post notifications.

After connecting, notifications begin flowing immediately. Test by creating a sample invoice and marking it as paid. The payment notification should arrive in your configured channel within seconds.

If you have multiple Slack workspaces, you connect one workspace per Plutio workspace. Each Plutio workspace can connect to a different Slack workspace.

Step by step

Step 1: Go to Plutio Settings → Integrations → Slack
Step 2: Click "Connect" and select your Slack workspace when prompted
Step 3: Authorize Plutio to post messages to your workspace
Step 4: Select a default channel for notifications (you can change routing later)
Step 5: Enable the notification types you want to receive. Save and test.

What do Slack notifications look like?

Notifications are formatted as rich Slack messages with context about what happened and quick links to see details.

Each notification includes a headline describing the event, key details (client name, amount, project name), a timestamp, and a button linking directly to the item in Plutio. Click the button to jump straight to the invoice, proposal, or task without searching.

The formatting matches Slack's visual style, so notifications look native rather than like external bot spam. Notifications are visually distinct enough to notice but not so loud that they disrupt channel conversations.

Notifications are designed to be informative at a glance. You should understand what happened without clicking through. The click-through link is there when you need more details or want to take action.

Example notification

Headline: "Invoice #1234 paid"
Details: "Acme Corp paid $5,000 via Stripe"
Timestamp: "Today at 2:34 PM"
Action: "View Invoice" button linking to Plutio

How do I prevent notification overload?

Enable only the notification types that matter to your workflow. Disable everything else.

Plutio gives you granular control over which events send notifications. You can enable invoice payments (high importance) while disabling time entry logging (too frequent for most teams). Enable proposal signatures while disabling every task completion.

Start with fewer notifications and add more if you find you are missing important events. Starting with everything enabled leads to notification fatigue and people ignoring or muting channels.

Recommended starting point: enable invoice paid, proposal signed, and booking confirmed. Payment and signature events are high-value and happen infrequently. Add task completions and other events only if you find you need them.

Strategies for managing volume

Selective enabling: Enable only high-value, low-frequency events initially
Channel routing: Route high-volume notifications (tasks) to dedicated channels that people can mute
Slack notification settings: Team members can adjust their Slack notification preferences per channel
Scheduled quiet hours: Use Slack's Do Not Disturb to pause notifications during focused work

What if Slack notifications stop working?

Check your Slack connection in Plutio settings first. Most issues are resolved by reconnecting or verifying channel configuration.

Slack authorization tokens can expire, especially after workspace security changes or extended periods without notifications. Reconnecting refreshes the authorization and usually resolves the issue immediately.

If notifications are not reaching a specific channel, verify that channel still exists and that the Plutio app has been invited to private channels. Channel renames or deletions can break routing rules.

Test notifications after making changes: create a test invoice and mark it as paid. The notification should arrive within seconds. If it does not, check the connection status and channel configuration.

Common issues and fixes

No notifications at all: Go to Settings → Integrations → Slack and verify the connection is active. Reconnect if needed.
Notifications to wrong channel: Update the channel routing configuration in Plutio's integration settings.
Private channel not receiving: Add the Plutio app to the channel using /invite @Plutio in Slack.
"Missing permissions" error: Disconnect and reconnect Slack to refresh authorization tokens.

All integrations included free

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Slack integration questions

Is the Slack integration free?

Yes. All Plutio plans include the Slack integration at no extra cost. Slack has its own pricing, but even Slack's free tier works fully with Plutio notifications.

How quickly do notifications arrive?

Notifications arrive in real-time, typically within seconds of the event occurring in Plutio. There is no batching or delay.

Can I click through to Plutio from notifications?

Yes. Each notification includes a button or link directly to the relevant item (invoice, proposal, task) in Plutio. Click and you go straight to the details.

Can I send different notifications to different channels?

Yes. Configure routing rules in Plutio to send payment notifications to #revenue, new leads to #sales, and task updates to project-specific channels. Each notification type can route to a different channel.

Do notifications work with private channels?

Yes. First add the Plutio app to the private channel using /invite @Plutio, then the channel appears as a routing option in Plutio's settings.

Can I receive notifications as direct messages?

Yes. Route notifications to your own DM instead of a channel. Useful for solo freelancers or for notifications only relevant to one person.

What Slack plans does the integration work with?

The integration works with all Slack plans: Free, Pro, Business+, and Enterprise Grid. Feature availability is the same across all plans.

Can I use Microsoft Teams instead of Slack?

Yes. Plutio also has a Microsoft Teams integration with similar notification functionality. Connect whichever platform your team uses.

What permissions does Plutio need in Slack?

Plutio requests permission to post messages to channels you select. Plutio cannot read your Slack messages, access private conversations, or view workspace data.

How many Slack workspaces can I connect?

One Slack workspace per Plutio workspace. If you have multiple Plutio workspaces, each can connect to a different Slack workspace.

Are notifications batched or sent individually?

Notifications send individually as events occur. No batching. If 5 invoices are paid in a minute, you receive 5 separate notifications.

Can team members customize their own notifications?

Notification configuration is workspace-wide, managed by admins. Individual team members can mute specific Slack channels if they want to stop seeing certain notifications.

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