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Connect Slack to receive real-time notifications from VIS42 agents. When an agent completes a task, detects an overdue invoice, or flags an issue that needs attention, it posts a message directly to your channel — no need to check back in the app.

What notifications are sent

VIS42 agents send notifications for events such as:
  • Payment reminders — when a receivable or payable is approaching its due date
  • Overdue invoices — when a document passes its due date without payment
  • Audit alerts — when Pluto flags a compliance issue or completes a review
  • Task updates — when an agent finishes a long-running task and has results to share
Each notification includes a title and a message body describing what happened.

Set up Slack notifications

To receive notifications in Slack, you need an incoming webhook URL for the channel where messages should appear.
1

Create a Slack webhook

In Slack, go to Apps → search for Incoming Webhooks → click Add to Slack. Select the channel you want VIS42 to post to, then click Add Incoming Webhooks integration. Copy the Webhook URL.
2

Add the webhook to VIS42

In VIS42, go to SettingsNotificationsSlack. Paste the webhook URL and click Save.
3

Test the connection

Click Send test message to confirm VIS42 can reach your channel.

Choose your notification channel

Each user can set their own preferred notification channel. Go to ProfileNotification preferences and choose between Email, Slack, or Microsoft Teams for each notification type. Your preference only affects notifications addressed to you — the shared channel webhook is configured at the business level in Settings.

Privacy and scope

  • The webhook URL is stored per business and encrypted at rest.
  • VIS42 only posts to the channel you configure — it cannot read messages from your Slack workspace.
  • To stop notifications, remove the webhook URL from SettingsNotificationsSlack and click Save.

Troubleshooting

Check that the webhook URL is correct in SettingsNotificationsSlack and use Send test message to verify. If the Slack app was reinstalled or the channel was deleted, generate a new webhook URL and update it in VIS42.
Make sure the relevant notification types are enabled in SettingsNotifications. Some notifications are only triggered under specific conditions (e.g., overdue invoices require at least one overdue document).
Remove the webhook URL from SettingsNotificationsSlack and click Save. VIS42 stops sending to that channel immediately.