How to integrate and use Slack with Zuper?
With
our new Slack Integration, we have made it easy to connect your Slack workspace
to Zuper and enable your team to get all updates from timesheets to jobs in
your preferred channel. You can also access the Zuper dashboard, schedule jobs,
and add notes without switching tabs.
How
to connect your Slack workspace to Zuper?
1. Once
you are logged in to your Zuper Account, click on your Profile Picture on the
top right corner of the screen & click on “App Store.”
2. Under the “Browse by Category,” select
the “Collaboration” option and choose “Slack.”
3. Click on the “Install Slack” button.
4. You will be redirected to Slack, where you
can authorize Zuper to connect to your Slack workspace.
Choose the channel to which you would like Zuper to send
notification updates under “Where should Zuper post?” and click on the “Allow”
button.
5. Update Slack Settings by configuring the following fields:
a. Send Timesheet Notifications For (Mandatory Field) – Select the timesheet event for which notification will be sent on the Slack channel.
b. Send Job Status Update Notifications (Mandatory Field) – Select “Yes” to enable the job status update notifications and “No” to disable Job-status update notifications.
c. Send Job Status Notes Notifications (Mandatory Field) – Select “Yes” to enable the job status notes notifications and “No” to disable the job status notes notifications. The Job notes notification will also include the attachments the user adds to the notes
d. Send Job Reschedule Notifications (Mandatory Field) – Select “Yes” to enable the Job reschedule notifications and “No” to disable Job reschedule notifications.
e. Zuper API Key (Mandatory Field) – Enter the Zuper API key (Click here: How to generate Zuper API Key).
How does Zuper
– Slack Integration work?
1. Open the Zuper-linked
slack channel. You can view the notification updates in the selected channel
based on the configuration settings.
2. The Job-related statistics are shown, and you can select the “Add
Job Note” button to create job notes on the slack channel, which will be
reflected in the Zuper job notes section under the jobs module.
3. Enter the
required notes on the “Add Notes to Zuper” pop-up and select the “Add
Note” option.
Note: Similarly, the user can get notifications
for the timesheet updates and job status change. How to
create a new job within Slack?
The back-office team need not switch between apps, they can create a new
job right within Slack, and the same will be visible on the Zuper Jobs module.
You can select the “Create New Job” button to create a new job from the slack channel, which will be reflected in Zuper.
2. The Job created from Slack gets reflected in the Zuper Jobs module.
Zuper-Slack integration is bi-directional, and data gets updated on both
apps whenever a new addition/modification happens.
In most cases, the back-office team needs information on the job status and relevant statistics. With this significant Zuper-Slack integration, the users can get timely notifications and take swift action.
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