Slack is a cloud-based team collaboration tool. It brings all your communication together in one place by including real-time messaging, archiving and search for modern teams.
Integrate your zistemo account with Slack
If you have a Slack account, you can now integrate your zistemo account with it, so you can easily receive live updates about your business, such as:
– whenever staff members start/pause/stop work;
– whenever a client has opened your invoice/estimate email, has reviewed or invoice/estimate in his zistemo account or has added a note (reply) to invoice/estimate you’ve sent;
– whenever new clients are created;
– whenever invoices/estimate are send;
– whenever payments drop in and whether the payment is full, partial or with a cash discount;
To integrate zistemo with Slack, just go to “Settings” -> “Preferences” -> “Slack Integration” block -> turn on “Slack Integration” and press “add channel”:
Integrate Projects with Slack
Note: zistemo also allows to integrate projects with Slack (use the “Update Project” page for this).
In this case, you will be able to view in the Slack room when staff members assigned to a project start/pause/stop working (timer) on their tasks. On every project that’s integrated with Slack, you can see the name of the Slack channel where that project’s activities are shown:
Direct messages to Slack
You also have the option to ‘Sign in with Slack’ on your profile – available for all staff members.
If the user chooses his direct Slack channel here – then you, as an account owner (or admin) will be able to send messages from zistemo to this user via Slack:
The user should click ‘Sign in with Slack’, choose his personal channel or group channel and click ‘Authorize’.
As Account Owner and Admin you able to see at the “staff” page, which of your staff-members are connected to slack (Grey = Slack integration is disable, Color Logo = Slack integration is enable). You can add or delete the slack connection by just clicking on the slack symbol:
How does it work?
If you are using the ‘Approve timesheets’ feature (more here) – on the ‘Approvals’ page you can send a direct message to the staff member
or on the weekly timesheet of the member (where you can approve his hours):
On the popup window write your message to the user and check ‘Send to Slack’.
Click ‘Send’, and this message will appear in the Slack channel chosen by the member on his profile.
You can also get Vacation requests sent for approval into Slack. Just click the link and it will get you directly to the vacation request.