ReFresh

Connect Slack and Microsoft Teams to receive ReFresh notifications, alerts, and incident-reporting prompts directly in your messaging tool. Both connect via OAuth from the Integrations page.

Open Integrations from Settings → User Auto-Sync → Go to Integrations, or wherever the Integrations area lives in your tenant

Find Slack or Microsoft Teams in the Communication or Messaging category

Authenticate via OAuth and pick the channel ReFresh should post to

Configure which event types post to which channel

Disconnect at any time from the Integrations page

- Open Integrations from Settings → User Auto-Sync → Go to Integrations, or wherever the Integrations area lives in your tenant
- Find Slack or Microsoft Teams in the Communication or Messaging category
- Authenticate via OAuth and pick the channel ReFresh should post to
- Configure which event types post to which channel
- Disconnect at any time from the Integrations page

___________________________________________________________

Notifications about incidents, investigations, control reviews, and overdue tasks

Quick links from messages to the relevant ReFresh page

Optional: a channel-based incident reporting flow

- Notifications about incidents, investigations, control reviews, and overdue tasks
- Alerts for high-severity incidents
- Quick links from messages to the relevant ReFresh page
- Optional: a channel-based incident reporting flow

Find Slack in the list and click Connect.

Slack opens its standard permission grant page: Allow the "ReFresh" app to access Slack.

Choose the workspace ReFresh should connect to.

Pick the channel for the webhook (where ReFresh will post by default).

- Information ReFresh can view: content and info about channels and conversations; content and info about your workspace
- Actions ReFresh can take: perform actions in channels and conversations

1. Open the Integrations page.
2. Find Slack in the list and click Connect.
3. Slack opens its standard permission grant page: Allow the "ReFresh" app to access Slack.
4. Choose the workspace ReFresh should connect to.
5. Pick the channel for the webhook (where ReFresh will post by default).
6. Review the permissions:
 - Information ReFresh can view: content and info about channels and conversations; content and info about your workspace
 - Actions ReFresh can take: perform actions in channels and conversations
 
7. Click Allow.

After authorisation, you are redirected back to ReFresh and the integration is active.

Find Microsoft Teams in the list and click Connect.

Authenticate with your Microsoft account.

Pick the team and channel ReFresh should post to.

1. Open the Integrations page.
2. Find Microsoft Teams in the list and click Connect.
3. Authenticate with your Microsoft account.
4. Pick the team and channel ReFresh should post to.
5. Approve the requested permissions.
6. Confirm.

After connection, configure which ReFresh events post to which channel. Typical configurations:

High-severity incidents → an executive or on-call channel

Investigation status changes → the WHS team channel

Control review reminders → the compliance team channel

- High-severity incidents → an executive or on-call channel
- Investigation status changes → the WHS team channel
- Control review reminders → the compliance team channel

To remove the integration, return to the Integrations page, click the connected card, and choose Disconnect. ReFresh stops posting immediately. Past messages remain in your messaging tool's history.

Connecting CRM and project management tools (8.5)

- Connecting CRM and project management tools (8.5)
- Managing notifications (8.11)
- Reporting an incident (admin view) (4.6)

Connecting Slack and Microsoft Teams

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Connecting Slack and Microsoft Teams

What Slack and Teams integrations enable

Connecting Slack

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