The benefit of Slack integration is that notifications can be sent via Slack instead of email. It is faster, more convenient, and it offers our users a greater degree of flexibility.


This article will define the main points of the integration with Slack.


TABLE OF CONTENTS


Establishing integration with Slack


You can easily integrate your company in Precoro and your Slack workspace to work with the documents from any place. 


You should follow a few easy steps to integrate Precoro with Slack.

    1. Go to the Slack Integration page.

    2. Click on the "Add Precoro to Slack" button. 

    3. In the new tab, you will be requested to give Precoro permission to access your Slack workspace, press Allow when ready.

    You will get a notification on Slack after successfully adding integration to your workspace.

Precoro requests permissions to access Slack workspace


   4. Press the "Map users" button to synchronize users in Precoro with your colleagues in the Slack workspace. Please note that only matching emails will be synced.

    5. Well done! You have finished setting everything up for the integration with Slack.


How the notifications look like in Slack


After your colleague creates a document and sends it to you for approval, you will get a Slack notification about it. 


Slack notification


To make your approval decision click on the "Approve" or "Reject" buttons, and you will be directed to the document page in Precoro. If you have to take a closer look at the document before making a decision, press the "Open document" button to open it in Precoro.


Approving via Slack


If your colleague has attached a file to the document in Precoro, you will be able to check it out in reply to the main notification.


FAQ


    1. Should each user connect to the Slack workspace individually?

No, integration with Slack in the Precoro company is established once and for all the users. Usually, it is an Integration Manager or any other Manager with a Configuration role in Precoro who can set the Integration between Precoro and Slack.


    2. I have access to multiple companies in Precoro. How does integration with Slack work in this case?

Precoro provides two types of integration:

  • you can sync all of your companies with one workspace in Slack,
  • or you can connect each of your companies to a different workspace in Slack.

Mostly, it depends on how your organization is structured.


Contact your Customer Success Manager if you would like to integrate Precoro with different Slack workspaces for each of the companies you have access to.


    3. I have turned off email notifications in Precoro. Will I get Slack notifications?

Yes, you can turn off receiving emails from Precoro but you will be able to be up-to-date and approve documents from your Slack.


    4. I cannot map users of my company in Precoro with users in the Slack workspace. What could be a problem?

Accounts are connected via user email, which requires you to use the same email in Precoro and in Slack.
Don't worry about capitalization. You will be able to map the users even if the emails have different capitalizations in Slack and Precoro.