This topic will provide a brief overview of Ironclad's Slack integration features and capabilities. It will also walk you through how to set up the Ironclad Managed Package for Slack.
Ironclad’s Slack integration streamlines workflow management and improves collaboration. Users can review workflow details within the Slack interface.
The Slack integration allows stakeholders to launch workflows, review workflow details, make comments, and provide feedback without leaving the Slack interface.
Workflow participants can customize their notification preferences, such as when a workflow is launched, when they are mentioned in a comment, and approval notifications.
Connect Slack and Ironclad
- In Ironclad, click Company Settings > Integrations.
- Under Other Integrations, click the Slack tile.
- Click Link Account.
- If you are not logged into Slack on your device, you will be prompted with a login screen.
- If you are logged into Slack on your device, you will see an authorization screen.
- Select Allow to integrate Slack with Ironclad. You will be redirected back to the Integrations page, and the Slack tile will show as Configured.
- In Slack, the Ironclad app should automatically be added. If not, click Apps > +Add Apps and enter “Ironclad.” You will now see Ironclad listed in your Apps.
Note: If you previously used our old Slack integration, you may see two Slack Tiles in the Other Integrations section. You need to switch from the previous to the new one in order to use the updated integration.
Manage Notification Settings
- After you install the Slack integration for your company, go to your Personal Profile > Notifications in Ironclad to control which notifications you receive.
- Under Slack Notifications, select the event-specific dropdowns to enable your desired notifications. By default, a sparse set of notifications is selected.
- Click Update.
Compatibility with LE Builder Workflows
If your company uses LE Builder, the Slack integration will be compatible with your LE Builder workflows. However, you may see some degraded performance around things like role names being less intuitive than with Workflow Designer-built workflows.