Slack + Coupa

Slack integration for Coupa

 

App Info   Settings

Settings

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

  1. Admins enable Slack for use with notifications
  2. 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.
  2. Select Enable Slack Notifications.
  3. Click Save.
  1. Admins enable Slack for use with notifications
  2. End users add Slack for use with notifications in their profile settings

 

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.
  3. Go to Notifications.
  4. Click Add to Slack.
    A screen appears asking you to specify your company's/team's Slack account.
  5. Provide your company's/team's Slack URL.
  6. Click Continue.
  7. A screen appears requesting your sign in information.

  8. Click Sign in.
    A screen appears requesting authorization to send messages as you to Coupa.
  9. Click Authorize.
    A verification message appears on the Notifications page of your Profile.
  10. A verification message appears on the Notifications page of your Profile.

  11. 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.
  12. Click Save.
    You then see notifications in Slack based on actions in Coupa.

  13. Clicking the link in the Slack notification takes you directly to the document or comment that requires your attention.

 

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