Effective communication is at the heart of employee success, you now have two options for integrating Sapling with Slack.
You can enable Slack to notify users of tasks they are assigned, and give them the ability to complete tasks within Slack.
Additionally, Sapling can push Sapling events and updates straight into Slack, including changes to employees, Activities and company settings.
With Sapling’s new Slack integration, it’s even easier to keep your entire team on top of their Sapling workflows.
Based on your notification settings, you and your team members will be able to receive and complete Sapling tasks directly from the Sapling bot.
Here’s how to enable the integration in less than a minute:
Once authorized, you will receive a message from the Sapling Bot (this goes to you only).
The Sapling Bot will ask what channel we should notify your team that the integration is now available in their Sapling settings. This is then posted on that slack channel.
Your team members will be notified on the Slack channel about the integration, and by clicking ‘Activate’ - they will be taken to their notification settings in Sapling to update to receive notifications via Slack (instead of email).
When they are assigned tasks to complete, Sapling will send these via the Sapling Bot directly to them - this will include who the task is for, the name and the due date.
Your team members can then complete Sapling tasks directly from the Sapling bot - and they will be marked as completed in Sapling.
1. Create a new channel in Slack
Set-up a #sapling_onboarding channel to monitor events in Sapling.
2. Navigate to Webhooks in Slack
Assuming that you are the Administrator for your Slack Team Account, log in to the Slack Team Portal and go to Apps & Integrations as shown below:
Search 'Incoming' and select the incoming webhook (details found here).
Click Add Configuration and choose the channel you want to post events to (i.e. #sapling_onboarding)
This is done in the integrations settings in Admin>Settings>Integrations. Be sure that you've created the Slack channel before this step.