Slack
Magentrix’s Slack integration sends automated notifications to Slack for key events, with record details, and links back to Magentrix.
Our native, Slack Integration allows Magentrix PRM administrators to connect their portal to one or more Slack workspaces, enabling notifications directly in Slack.
Once connected, automation rules in Magentrix can automatically send contextual Slack messages whenever key events occur — for example, when a lead is created, a deal status changes, or a record is updated.
Messages can be configured to post in specific channels or as direct messages to selected Slack users.
Each message includes relevant Magentrix record data such as record name, owner, or status, with a clickable link back to the original record in Magentrix.
The feature also includes admin-level controls for activation, workspace management, and message tracking.
Example use case: Deal management
Sales pipeline notifications: Automatically notify sales teams when high-value opportunities are created or advance to key stages. Post record cards in sales channels showing amount, account, close date, and stage changes to keep pipeline activity visible to the whole team.
- Admin defines automation rules (e.g., “When Lead Status = Closed, send Slack message”).
- Messages are automatically posted in Slack channels or to specific users.
- Users can click the record button in Slack to open the corresponding record in Magentrix.
The Slack integration is natively built within Magentrix — no external connectors required.
The integration enhances existing Magentrix PRM functionality by extending the Automation and Notification framework:
- Adds a new task type → “Send Slack Message” within Automations.
- Adds a new Slack configuration page under Setup → Extend → Slack.
And it integrates with existing usage tracking to monitor Slack message activity and connections.
How to connect Magentrix to Slack
Admins access Setup → Extend → Slack to connect a workspace via OAuth.
From there, admins can:
- Enable or disable the integration.
- Authorize one or more workspaces.
- View active connections and revoke tokens.
- Configure automations with the new “Send Slack Message” task type.
End users receive Slack messages in their configured channels or DMs, formatted with record headers, descriptions, and action buttons linking to Magentrix records.
See our documentation guide for more details: https://help.magentrix.com/wikis/help/connecting-slack-workspaces
How our Salesforce integration has helped make operations easier
Brad Hoyle
"Easy Salesforce integration, standard tools, and custom build-ability. Partner Portal. This was a great alternative to Community Cloud which wasn't a financially viable option for us." Read more.
Athena H.
"... looking for a PRM that had great functionality, but one in which we could "build" ourselves on a low-code, no-code platform. Magentrix was just that. It not only integrates into SF, but mimics SF. It is easy to use, intuitive, and provides loads of features." Read more.
Jayson Peterson
"The Salesforce integration was simple and has proven to be the most beneficial feature."
Read more.
Learn how Magentrix’s Salesforce integration makes it the only PRM that truly lets you run partner operations without constant CRM integration issues – check out our CRM-to-PRM Integration Guide for The Unsuspecting Partner Portal (PRM) Buyer. Even if you don’t choose Magentrix, the guide helps you evaluate other PRMs with a handy chart of questions to ask, red flags to spot, and ways to validate vendor claims.
“One of the things that we absolutely love about Magentrix is the two-way nature of it. Your integration with Salesforce was a huge plus. The ability for our partners to communicate with our Salesforce and for our Salesforce to communicate with our partners was a real driving characteristic ..."
→ Watch the video or read the full case study to learn more.
Allen Dixon
Alex on a well-known, series-B PRM vendor:
“When it comes to data-mapping, it became evident that it was almost impossible for certain components to be moved over from Salesforce to the PRM or vice versa. Even though they were relying on Workato, they were still claiming that it was a native integration."
→ Watch the video to hear more on why a CRM integration that mirrors your data (not just maps it) in your PRM matters.
