Integrations

Open Workspace Settings > Integrations to connect supported tools. You need workspace settings access; individual integrations can also depend on your plan.

Slack

1. Enable Slack and choose its authorization action.
2. Complete the Slack authorization and choose the destination workspace/channel.
3. Return to AgencyPro and confirm the connection.
4. Select the notification events and save.
5. Send a test notification.

The settings offer notifications for requests created, requests completed, tickets created, and invoices paid. Use the connection controls to test or disconnect Slack. User-account linking is available for associating AgencyPro users with Slack identities where needed.

Zapier

Enable Zapier and use the Connect link in its integration card to open the AgencyPro integration listing. Configure the trigger and action in Zapier and test with the intended workspace.

For custom automation, use an API token or webhook when supported by your plan. The Zapier card itself does not provide a separate webhook credential to copy.

Rewardful

If your plan includes Rewardful, enable it and enter the API key requested in its configuration. Save the setting and check the related purchase flow. The card links to the Rewardful dashboard for the key.

Live Chat

1. Enable Live Chat.
2. Choose the provider or Custom/Other.
3. Paste the provider's widget embed code and check the validation result.
4. Choose whether the widget appears only in the client portal and whether it loads automatically.
5. Save and test the relevant portal page.

Payment Integrations

Stripe Connect and PayPal are configured under Workspace Settings > Modules > Billing > Payments. See Payment Providers for the current setup steps.

Troubleshooting

• Integration unavailable: Check plan access and workspace settings permissions.
• Slack messages missing: Check enabled events, connection status, and the selected channel, then send a test.
• Chat widget absent: Check embed code, provider, auto-load, and portal-only settings.