Getting Started
Slack is the ultimate hub for team collaboration and communication—so why not bring Worknice into the mix? By integrating Worknice with Slack, you can streamline alerts, enhance team collaboration, and boost productivity, all without switching between platforms. Stay informed, take action faster, and keep everything in one place—right where work happens. Here are some key reasons why it’s beneficial:
Real-Time notifications & alerts
Integrating Worknice with your Slack platform enables the automatic notification of people events in Slack, including birthdays, anniversaries and time off.
Centralising work with automated workflows & commands
Work quickly from within Slack using prompts. If you need to grab information about an employee, Worknice will return these details to you right within Slack.
Reduce tool fatigue & better productivity
Constantly switching between SaaS platforms drains productivity. Slack integrations reduce context switching, keeping some essential tasks and discussions within the same interface.
Slack Commands
Lookup someone's details
Command: /whois [person name]
Example: /whois Daisy Smith
Result:
See who's away on leave
Command: /whosaway
Example: /whosaway
Result:
Connecting to Slack for the first time
Connecting a new integration in Worknice is a simple task that will only take a couple of minutes.
- On the left hand admin menu, select Apps and then App directory.
- Browse our marketplace of Direct integration.
- Select an app for integration by clicking View Details and then Create Integration.
- Click the Connect button
- You are now being directed to the app being integrated. Follow the prompts and select the account you wish to integrate to
- Once authenticated, click the Sync button
- Repeat this series of steps if you have multiple accounts in that app, or if you wish to integrate other apps.
Matching existing employees in Worknice to Slack
In the integration view, you will now have a list of Remote records. This is a list of all people found in your integrated platform. At this point, you can map employees from the integrated platform to employees in Worknice. Follow the steps below;
- Next to an employee you want to match in Worknice, click Connect and choose the option Connect to an existing person
- Find the associated person in the list of Worknice employees. The name in Worknice does not need to match the name in integrated platform. Yay!
- The person connection between the integrated platform and Worknice will update to status = Matched (pending)
- Connect other people as desired
- Click the Sync button to begin the free flow of data between the systems for all matched people. Their status will change to Matched
Worknice Slack Access
By integrating Worknice to Slack, Worknice can:
- View basic information about public channels in a workspace
- Send messages as @worknice with a customized username and avatar
- Send messages to channels @worknice isn't a member of
- Send messages as @worknice
- Add shortcuts and/or slash commands that people can use
- View people in a workspace
- View email addresses of people in a workspace
You're all done!
If you have any questions please reach out to our support team at help@worknice.com or through the help section within Worknice.
More integrations?
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