Overview
The Instant Slack Alerts for Supplier Portal Invoice Disputes workflow template helps you stay on top of invoice issues by automatically sending a Slack message whenever a supplier portal invoice is marked as disputed.
This template gives you a strong starting point and can be customized to match your team’s process — including the message content, Slack destination, and more.
How It Works
The workflow listens for invoices submitted via a supplier portal that become disputed.
When a dispute is detected, it sends a Slack message to a specific user or channel of your choice.
You can edit the message and logic before publishing the workflow.
Setup Instructions
Open the Workflow Template
Go to the Workflows Gallery.
Find Instant Slack Alerts for Supplier Portal Invoice Disputes and click Use Template.
Connect Slack (if needed)
In the Slack action step, choose an existing Slack connection or click Connect New Account to authenticate.
This allows the workflow to send messages on your behalf.
Customize the Slack Message
The template comes with a default message pre-filled.
You can update the message content, formatting, or recipient (channel or direct message) to fit your needs.
Review and Adjust (Optional)
You can modify other parts of the workflow (e.g., filters, routing) using the embedded workflow builder.
Publish the Workflow
Once you’re happy with the configuration, click Publish Workflow to activate it.
Notes
Make sure the Slack workspace and user/channel you’re sending to are accessible and appropriate for invoice dispute alerts.
This workflow will only trigger for invoices processed through supplier portals and marked as disputed.
You can duplicate or edit this template at any time to support additional workflows or variations.