Login to owner/ company profile > Under system setup, click on system settings > here you’ll find Zoom meeting setup > upon clicking on it, you’ll get two text boxes to be filled;

1. Zoom API key:you have to enter the API key you get from your Zoom dashboard
2. Zoom API secret:you have to enter the API key you get from your Zoom dashboard

Now, here’s how you canget the Zoom API:

1. Login/ Signup withhttps://marketplace.zoom.us/
2. Select JWT and Click on Create
3. Upon clicking create, you’ll be asked for basic information such as name, email, etc.
4. After entering the data, click on App Credentials and you will find API Key and Secret.

Still facing difficulty? Feel free to reach our support and we’ll be glad to help

Slack Integration:

Login to owner/ company profile > Under system setup, click on system settings > here you’ll find Slack setup > upon clicking on it, you’ll get a single text box asking for

Slack Webhook URL:you have to enter the URL you get from your account in Slack

Now, here’s the link to guide you through the steps toget the Slack Webhook URL:

https://api.slack.com/messaging/webhooks

Webhook URL will look like:

https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX

Module setting for using Slack:

• Lead Create
• Deal Create
• Monthly Payslip generate
• Award create
• Invoice create
• Revenue create
• Lead to Deal convert
• Contract create
• Announcement create
• Holiday create
• Bill Create
• Payment create
• Project create
• Task Create
• Support create
• Event create
• Budget create
• Task Move create
• Task Comment
• Meeting create
• Company Policy create

You can enable/ disable usage of Slack for all the above modules and save your preferred changes. Still facing difficulty? Feel free to reach our support and we’ll be glad to help

Telegram Integration:

Login to owner/ company profile > Under system setup, click on system settings > here you’ll find Telegram setup > upon clicking on it, you’ll get a text box asking for:

1. Telegram access Token:you’ll get by setting up your account in Telegram
2. Telegram Chat ID:you’ll get by setting up your account in Telegram

Here’s a video that’ll help you get the above details:

https://www.loom.com/share/f0391420203843b6a6cc8d9241af5693

Module setting for using Slack:

• Lead Create
• Deal Create
• Monthly Payslip generate
• Award create
• Invoice create
• Revenue create
• Lead to Deal convert
• Contract create
• Announcement create
• Holiday create
• Bill Create
• Payment create
• Project create
• Task Create
• Support create
• Event create
• Budget create
• Task Move create
• Task Comment
• Meeting create
• Company Policy create

You can enable/ disable usage of Telegram for all the above modules and save your preferred changes. Still facing difficulty? Feel free to reach our support and we’ll be glad to help