What is the Integration for Slack?
Our Integration for Slack makes it easy for you and your team to stay on top of tasks in Loopio, and access and share the knowledge held in your Library.
The Integration for Slack allows members of Loopio to receive Notifications about Project Assignments, Comments and Nudges as a direct message in Slack. Plus, you can access the Loopio Library by typing "/loopio search" with a search term in Slack channels and direct messages.
Where Can I Get the Integration for Slack?
The Loopio Integration for Slack is available on the Admin page in Loopio, and requires a short setup process within your Loopio account.
Note: Should any questions arise, please reach out to our Support Team for assistance: Send an email to Support
Don’t see the Admin page in Loopio? Contact our Support Team for assistance: Send an email to Support
Not a Loopio Customer yet? Contact a Product Expert to learn more
Setting Up the Integration for Slack
With the Loopio Integration for Slack, you can connect all your company’s workspaces to your Loopio account. The first connected workspace a User belongs to will become their default workspace, or where they will receive Project notifications.
Connecting Your First Slack Workspace
- Click Admin in the top navigation
- Click Integrations
- Click Connect in the Slack section of the Integrations page
- This will redirect you to a Slack page. If you are not signed in to Slack, enter your workspace URL and sign in to continue
- On the Slack permissions screen, click Allow
Note: If your Organization has additional app approval requirements in Slack, you may see a Request to Install screen instead:
An App Manager in your Slack workspace will be notified with a request to approve the app.
You are now successfully connected! The Integrations page will show the name of the connected workspace, the name of the person who connected the Integration for Slack within Loopio, and the date the workspace was connected
Connecting an Additional Slack Workspace
- Click Admin in the top navigation
- Click Integrations
- Click + Add another workspace in the Slack section of the Integrations page
- This will redirect you to a Slack page. If you are not signed in to Slack, enter your workspace URL and sign in to continue
- On the Slack permissions screen, click Allow
Note: If your Organization has additional app approval requirements in Slack, you may see a Request to Install screen instead:
An App Manager in your Slack workspace will be notified with a request to approve the app.
You are now successfully connected! The Integrations page will show the name of the connected workspace, the name of the person who connected the Integration for Slack within Loopio, and the date the workspace was connected
To learn how to configure Project Notifications through the Integration for Slack, read more: Setting up Slack Notifications
Read on to learn more about the Integration for Slack: Searching the Library from Slack