™How do customers and volunteers do their part?
Connect Slack
The things that matter to the business post to a channel you choose.
Open Workspace settings, then Integrations, and press Connect Slack. Slack shows an Allow screen for your Slack workspace; approve it and you come back to Tri-Gig.
Type the channel you want in the box that appears (for example #general or #sales) and press Save. Then press Send a test. If Slack says the Tri-Gig app is not in the channel, open that channel in Slack, type /invite @Tri-Gig, and send the test again.
From then on these post to the channel, once each: a new lead from a landing page, a booking, an invoice at risk or a customer asking for a payment option, a new case, an approval waiting on someone, and a new teammate joining. Each message links back to the thing in Tri-Gig.
Rules can send their own Slack messages too: in Automation Studio, add the step "Send Slack message" and write what it should say. It uses the channel you chose unless the step names another.
Tri-Gig only posts to the channel you picked. It does not read your Slack messages. To stop, press Disconnect on the Integrations page.