Slack

Get real-time Perly alerts in Slack channels -- churn risk, expansion signals, health score drops, and upsell opportunities.

~1 minPushOAuth 2.0

Overview

The Slack integration pushes Perly alerts directly into your team's Slack channels. When a customer's health score drops, an expansion signal fires, or a churn risk escalates, your CS team sees it immediately -- no need to check a dashboard.

This is a push-only integration. Perly sends notifications to Slack but does not read messages or channel data.

Slack

PUSH

Perly

alerts

notifications

What Perly sends

↓ PULL

↑ PUSH

Customer at risk alert
New expansion signal notification
Health score drop warning
Upsell opportunity detected
Billing retry failed alert

Connecting Slack

1
Open notification settings
In Perly, navigate to Settings > Notifications.
2
Click Connect Slack
You will be redirected to Slack's authorization page.
3
Select a channel
Choose which Slack channel should receive Perly alerts. You can pick an existing channel or create a new one (e.g., #customer-health).
4
Authorize
Click Allow to grant Perly permission to post messages to the selected channel.
Done -- alerts are active
Perly will start posting alerts to your selected channel immediately. You can change the channel or add more channels at any time.

OAuth Scopes Requested

incoming-webhook

Notification format

Perly sends richly formatted Slack messages with:

Color-coded sidebar -- red for critical risk, orange for high, yellow for medium.
Customer name and link -- click through to the customer profile in Perly.
Health score -- current score and change delta.
Top signals -- the primary factors driving the alert.
Suggested action -- a recommended next step for the CS team.

Example alert:

Acme Corp -- Health score dropped to 32 (-18)

Risk level: High

Signals: Login frequency down 60%, payment failed twice, support tickets up

Suggested: Schedule a check-in call with the account owner

Configuring notification conditions

You control exactly which events trigger Slack alerts. In Settings > Notifications > Slack, configure:

Event types -- toggle each event type on or off (customer at risk, expansion signal, health score drop, upsell opportunity, billing retry failed).
Risk threshold -- only alert when risk level reaches a minimum severity (e.g., only high and critical).
Score delta minimum -- only alert on health score changes above a point threshold (e.g., drops of 15+ points).
Quiet hours -- suppress non-critical alerts outside business hours.

Multiple channels

You can connect multiple Slack channels with different notification rules:

Channel	Events	Threshold
#customer-health	All events	All levels
#cs-escalations	Customer at risk only	High, Critical
#revenue-signals	Expansion, Upsell	All levels
#billing-alerts	Billing retry failed	All levels

Add additional channels from Settings > Notifications > Slack > Add Channel.