Zip is the new concierge for procurement. Increase employee adoption and get spend and risk under control. Millions in spend approvals are initiated via Zip every day, across startups and large enterprises.With the Zip app, users can initiate purchase requests from Slack. They can also receive approval notifications, reminders, comments, and approve or reject requests directly in Slack.
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 5 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 Slack integration is enabled, Zip will send notifications directly to individual users via Slack.
Channel notifications: If Slack integration 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 Slack app, 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.
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