Zip is the new intelligent concierge for procurement. Trusted by both startups and large enterprises, Zip orchestrates millions of dollars of spend approvals daily. Increase policy compliance and improve spend control without adding more complexity.
With the Zip app, users can seamlessly receive approval notifications, reminders, comments, and approve or reject Zip requests directly within Slack.
Employees can also learn about their company's procurement policies, initiate purchase requests, and track request progress — all through a simple conversation with the Zip app.
Note: The Zip app utilizes generative AI technology, which may occasionally produce inaccurate responses. Always verify critical information independently.
How to connect the new Zip app to your Slack workspace
You should see a screen like below. Click Allow. This should navigate you back to the original integrations page.
Zip integrates with Slack for 4 key use cases:
Send approval request notifications in public channels and private that bot has been added to (both as a global setting and for individual users to specify), specifically for:
Direct chat notifications: If this toggle is turned on and integration for Slack is enabled, Zip will send notifications directly to individual users via Slack.
Channel notifications: If integration for Slack is enabled, you can click the Channel notifications drop-down and select the channel in your Slack workspace to which Zip will post non-user specific notifications, by default. Note: private channels Zip has been added to may take up to 24 hours to appear
Customize Approval actions to send custom fields to the Slack notification recipient
Note: custom Slack channels for actions will override company settings. Private channels Zip has been added to may take up to 24 hours to appear.
Customize fields sent in Slack notifications.
Custom fields can be added to approval notifications (including Slack) on a per-channel basis. Workflow editors can determine which of the default fields should be shown in Slack, and can add new fields using the +Add an attribute functionality. Only fields mapped to questions asked in the workflow forms can be included here.
Daily sync job to update users in our system to link user in Slack to user in Zip (this enables Zip to send Slack communications to the right user).
Note that user sync is based on email address as the matching key.
On behalf of the app for Slack, Zip can:
Channels are available from the Edit Approval screen in the workflow builder.
Zip integrates with communications channels like Slack for notifications. This is a global setting for the Company but individual communications may be customized based on approval actions.