SLACK + COUPA

SLACK INTEGRATION FOR COUPA

App Info Settings

FEATURE OVERVIEW

For Coupa we have built integration with Slack, which is another method to get notifications to users. Admins manage the activation of Slack for the organization, then users within the organization can self-manage these additional notifications, similar to the current process for online and email notifications.

WHAT WE WERE THINKING

We wanted to add another avenue for users to be notified, allowing them to choose their preferred method to help drive faster completion of actions within Coupa.

HOW IT WORKS

Users can choose to receive Slack notifications for the following activities in Coupa: comments, mentions, approvals, and approval reminders, which will be sent to the user’s CoupaMessenger on Slack. Users can click on the link embedded in the notification, and they will be directed to Coupa where they can take any actions needed.

For companies that use Slack, an Admin will have the opportunity to activate the Coupa/Slack integration for anyone within the organization. Once an organization has activated Slack, each user will have access to authenticate their account and start receiving notifications via Slack right away.

Users that have activated the integration will start receiving Slack notifications from CoupaMessanger, which will use the message settings already set in Slack. Users can choose to receive Slack notifications for the following activities in Coupa: comments, mentions, approvals, and approval reminders, which will be sent to the user’s CoupaMessenger on Slack. Users can click on the link embedded in the notification, and they will be directed to Coupa where they can take any actions needed.

Settings:

Coupa approval conversation Slack notifications

Set up Coupa for Slack

Setting up Coupa to use Slack is a two step process:

  • Admins enable Slack for use with notifications
  • End users add Slack for use with notifications in their profile settings

Enable Slack

Admins must enable Coupa to use Slack for notifications.

  1. Go to Setup > Company Information > System Options > Notifications.
    system notfications settings
  2. Select Enable Slack Notifications.
  3. Click Save.

Adding Slack for use with notifications

Any user can add Slack for use with notifications, after an Admin enables Slack.

  1. Sign in to Coupa.
  2. Go to your Profile Settings.
    Profile settings
  3. Go to Notifications
    notifications.
  4. Click Add to Slack
    A screen appears asking you to specify your company's/team's Slack account.
    slack account
  5. Provide your company's/team's Slack URL.
  6. Click Continue. A screen appears requesting your sign in information.
    Sign in information
  7. Click Sign in
    A screen appears requesting authorization to send messages as you to Coupa.
    Authorization for sending messages
  8. Click Authorize
    A verification message message appears on the Notifications page of your Profile.
    Verification message
  9. Specify the notifications you want to get in Slack from Coupa by selecting the IM checkbox associated with the notifications in your Notifications Profile Settings.
    Slack notifications into inbox
  10. Click SaveYou then see notifications in Slack based on actions in Coupa. And you can approve or reject the document directly in Slack if you’d like.
    Approve document directly in Slack
    Clicking the link in the Slack notification takes you directly to the document or comment that requires your attention.

    11. Disconnect Slack

    If you need to disconnect slack to stop receiving notifications or switch teams, click the Disable Slack link on the notifications page.

    Discontinue receiving notifications