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Integration for Slack - Reminders & Notifications

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src="//www.gravatar.com/avatar/4d5744dbf550fc007a0a1f709f391043?sv=2022-11-02&amp;st=2024-11-27T05%3A15%3A57Z&amp;se=2024-11-27T05%3A35%3A57Z&amp;sr=b&amp;sp=r&amp;sig=5r2yPqhYaIvhA1ReQF6uNfEbavZj13O9VaFGR81KTrQ%3D" title="Katerina Milona"> </a> <a href=/docs/author/george-stratakis> <img class=contributor src="//www.gravatar.com/avatar/3b0c125dae709c18a1129fd15f150b80?sv=2022-11-02&amp;st=2024-11-27T05%3A15%3A57Z&amp;se=2024-11-27T05%3A35%3A57Z&amp;sr=b&amp;sp=r&amp;sig=c12qzed7%2F4VY3aBskYKIz%2FqE0KgdWBt3%2BDW3WZXbqG8%3D" title="George Stratakis"> </a></div></li></ul></div></div><div class=share-details><p>Share this <i class="fal fa-hand-point-right"></i></p><div class=share-buttons><div id=shareIconsTop></div></div></div></div><div class=progress-container><div class=progress-bar id=progressBar></div></div></div><div class=content-header><div class=container><div class=article-action-items><ul><li><div class="share_content action-item" id=showShareIconsMobile><i class="fal fa-share-square"></i> <span>Share</span></div><div class=social_share id=shareIconsContainerMobile><div id=shareIconsMobile></div></div></li></ul></div><div class=left-sidebar-header-show><i class="fal fa-list"></i><span>Contents</span></div></div></div><div id=doc_content_block><div class=content_container><div class="content_container_text_sec medium-layout"><div class=content_container_text_sec_in><div id=smartBarContainer3></div><div class=content_block_head><div class=content_block_article_head dir=auto><h1>Integration for Slack</h1></div><div class=article-head-sec><div class=article-info><ul><li><i class="fal fa-calendar-alt" aria-hidden=true></i><span>Updated on 01 Mar 2024</span></li><li class=contributors-details><div class=contributors-l>Contributors</div><div class=contributors-r><a href=/docs/author/takis-diaouris> <img class=contributor src="//cdn.document360.io/users/6628b8d5-ecb7-4a9b-adcc-1d38a71cd4ef.jpg?sv=2022-11-02&amp;st=2024-11-27T05%3A15%3A57Z&amp;se=2024-11-27T05%3A35%3A57Z&amp;sr=b&amp;sp=r&amp;sig=1M%2FchrezbfJgeNIeHHJiC%2Fsn9t%2B%2FfXlvUnb5N2zcFnU%3D" title="Takis Diaouris"> </a> <a href=/docs/author/pantelis-petridis> <img class=contributor src="//cdn.document360.io/users/860fcf61-7fca-44ef-9437-01028a8a65ae.jpg?sv=2022-11-02&amp;st=2024-11-27T05%3A15%3A57Z&amp;se=2024-11-27T05%3A35%3A57Z&amp;sr=b&amp;sp=r&amp;sig=cPjfr248qehuT0MiC%2FyjQzS1yD7zaS2uCuMd5mqG5E0%3D" title="Pantelis Petridis"> </a> <a href=/docs/author/vaia2> <img class=contributor src="//cdn.document360.io/users/d299e074-be93-4ad2-8042-815a8dadec1f.jpg?sv=2022-11-02&amp;st=2024-11-27T05%3A15%3A57Z&amp;se=2024-11-27T05%3A35%3A57Z&amp;sr=b&amp;sp=r&amp;sig=hvEM4E9vK5j1vTPkeWNJl5ZUu12A71gWKDQEsh0BmBI%3D" title="Vaia Bekiari"> </a> <a href=/docs/author/katerina-milona> <img class=contributor src="//www.gravatar.com/avatar/4d5744dbf550fc007a0a1f709f391043?sv=2022-11-02&amp;st=2024-11-27T05%3A15%3A57Z&amp;se=2024-11-27T05%3A35%3A57Z&amp;sr=b&amp;sp=r&amp;sig=5r2yPqhYaIvhA1ReQF6uNfEbavZj13O9VaFGR81KTrQ%3D" title="Katerina Milona"> </a> <a href=/docs/author/george-stratakis> <img class=contributor src="//www.gravatar.com/avatar/3b0c125dae709c18a1129fd15f150b80?sv=2022-11-02&amp;st=2024-11-27T05%3A15%3A57Z&amp;se=2024-11-27T05%3A35%3A57Z&amp;sr=b&amp;sp=r&amp;sig=c12qzed7%2F4VY3aBskYKIz%2FqE0KgdWBt3%2BDW3WZXbqG8%3D" title="George Stratakis"> </a></div></li></ul></div><div class=article-action-items><ul><li><div class="share_content action-item" id=showShareIcons><i class="fal fa-share-square"></i> <span>Share</span></div><div class=social_share id=shareIconsContainer><div id=shareIcons></div></div></li></ul></div></div><hr></div><div id=ai-article-summary-callout class=ai-article-summary-callout><div class=summary-content id=summary-content><div class=aisummary-title>Article summary</div><span class=close id=close-ai-article-summary><i class="fal fa-times-circle"></i></span><div class=aisummary-content id=aisummary-content><p></p></div></div><div class=summary-feedback><div class=feedback>Did you find this summary helpful? <button class="btn thumbs-btn" id=thumbs-up> <i class="fal fa-thumbs-up"></i> </button> <button class="btn thumbs-btn" id=thumbs-up-dis disabled> <i class="fas fa-thumbs-up like"></i> </button> <button class="btn thumbs-btn" id=thumbs-down> <i class="fal fa-thumbs-down"></i> </button> <button class="btn thumbs-btn" id=thumbs-down-dis disabled> <i class="fas fa-thumbs-down dislike"></i> </button></div><div class=comment-box id=comment-box><input placeholder="Suggestions for improvements (Optional)" placeholder="Hey, I am Eddy. How can I help you?" class=optional-comments autocomplete=off> <button class="btn send-btn" id=send-btn> <i class="fas fa-paper-plane send"></i> </button></div><div class=feedback-sent>Thank you for your feedback</div></div></div><div class=content_block_text dir=auto><p>The <strong>Elorus4Slack</strong> app enables you to receive your organization's <a href=/int/docs/notifications>notifications</a> and <a href=/int/docs/automated-reminders>customized reminders</a> directly in your Slack account, keeping you updated and informed within the Slack interface.</p><p>Furthermore, you can upload files to Slack, which are then automatically transferred to your <a href=/int/docs/inbox-files>Inbox files</a> in Elorus.</p><h3>Installation</h3><p>The process of integrating Elorus with Slack is simple. From the Elorus menu, select <strong>Settings &gt; Application settings &gt; Integrations &gt; Integration for Slack &gt; Install</strong>.</p><p><img src=//cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/integration-for-slack-en.png alt="Elorus4Slack installation"></p><p>You are then transferred to Slack's environment to authenticate your account and authorize Elorus4Slack to actually send messages and upload files.</p><p><img src=//cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/elorus4slack-authorize.png alt="Authorizing Elorus4Slack"></p><p>From the list shown in the last step, choose the channel where you want notifications to be sent. This is also the channel where the Elorus4Slack bot will be automatically installed for file uploads. Once you click on <strong>Allow</strong>, the integration will be successfully set up. Subsequently, in Elorus, you will be presented with the image shown below:</p><p><img src=//cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/elorus4slack-installed-settings-en%281%29.png alt="Elorus4Slack has been installed"></p><p>Click on <strong>Settings</strong> to enable or disable notifications, as well as to select the language for these notifications.</p><p><img src=//cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/integration-for-slack-settings-en.png alt="Elorus4Slack settings"></p><p>Click <strong>Save</strong> to apply changes.</p><section class=warningBox><div class=title>Installation of the Elorus4Slack bot</div><div class=content><p>The <strong>Elorus4Slack bot</strong>, offering the file upload feature, can only be installed in <strong>public</strong> Slack channels. If you select a private channel while integrating your Elorus account with Slack, the Elorus4Slack bot will not be installed. In this case, you should <strong>manually invite</strong> the bot into a Slack channel.</p></div></section><h3>What is being sent</h3><p>Elorus4Slack will send you a message in the following events:</p><h4>A new notification is created</h4><p><strong>Notifications</strong> in Elorus are triggered automatically whenever an important event occurs. For more detailed information about these notifications, refer to the <a href=/int/docs/notifications>relevant article</a>.</p><p><img src=//cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/elorus4slack-notification.png alt="Notification in Elorus4Slack"></p><p>To opt out of receiving Elorus notifications on Slack, just deselect the <strong>Receive Elorus notifications on Slack</strong> checkbox on the Elorus4Slack settings page (refer to the image above).</p><h4>A new reminder is sent</h4><p>As opposed to notifications, <strong>Reminders</strong> are custom messages that may be sent to your team or clients when certain conditions are met.</p><p>Since reminders are configured manually, you have full control over what messages you receive on Slack; for instructions on how to set up and use the reminders feature, please read the <a href=/docs/automated-reminders>related article</a>.</p><h3>Upload a new file</h3><p>The <a href=/int/docs/inbox-files><strong>Inbox files</strong></a> feature enables you to upload and store files in your Elorus account. To upload files to Slack and have them automatically transferred to your Elorus account, you should select a Slack channel where the <strong>Elorus4Slack bot</strong> is installed. The channel selection is made during the integration of your Elorus account with Slack.</p><p>After completing the integration process, you can add the Elorus4Slack bot to any additional channel of your choice. Simply send the message "<em>@Elorus4Slack</em>" (mentioning the bot) in the channel. You will promptly receive a reply message through which you can confirm the invitation of the Elorus4Slack bot to that channel.</p><p><img src=//cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/invite-Elorus4Slack-bot.png alt="Invite the Elorus4Slack bot to a channel"></p><p>Each time you upload a new file to Slack, an automated message will appear in the channel inquiring whether you wish to upload the file to your Elorus account.</p><p><img src=//cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/elorus4slack-upload-confirm.png alt="Elorus4slack - Upload file confirmation"></p><p>By selecting either the "Yes" or "No"options in this message, you can choose to approve or decline the automatic transfer of the file to your Elorus account.</p><h3>Uninstall Elorus4Slack</h3><p>If you ever want to remove the integration for Slack altogether (rather than just disabling individual reminders or notifications), from the Elorus menu, select <strong>Settings &gt; Application settings &gt; Integrations &gt; Integration for Slack &gt; Uninstall</strong>.</p><div class=mobile-tryit></div></div><div class="sperator sperator-both"><hr></div><div class=article-vote-container id=doc_review_container dir=auto><div class=txt>Was this article helpful?</div><div class=actions><button class="btn yes" id=reviewLikeButton> <i class="fal fa-thumbs-up"></i> Yes </button> <button class="btn no" id=reviewDislikeButton> <i class="fal fa-thumbs-down"></i> No </button></div></div><div class=submit-text-container id=submit-text-container style=display:none dir=auto><div class=check-submit><i class="fal fa-comment-check"></i></div><div>Thank you for your feedback! 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