Slack's goal is to bring all your tools and communication into one place - and that now includes the ability to view and approve documents in Corpay One. You can automatically be notified about documents that require approval, and you can approve (or decline) them right where you already communicate - so there's no need to click between apps.
Please note!
Unlike some of the other integrations in Corpay One, the Slack integration works at the coworker level, not across the entire company account for all coworkers. Every coworker who wants to receive Corpay One notifications in their own Slack account has to set up the Slack integration themselves from their own login.
Every coworker setting up the integration must make sure that they have chosen a display name for themselves in Slack. This is required for the integration to be set up.
Here's how to set up the Slack integration:
1. Go to Settings > Integrations in the left side menu, find the Slack box, and click Learn more:
2. Now click Connect:
3. You'll now be asked to give Slack access to Corpay One. Click Allow to continue:
4. Then click Next to start the actual setup:
5. Now choose which Corpay One notifications you want to receive in Slack. Check the box next to each notification you want, and click Connect when you're done:
6. If you haven't already done so, you'll be asked to sign in to the Slack workspace you want to connect with Corpay One. Enter the URL of your Slack workspace and click Continue:
7. Now you need to give Corpay One access to your Slack workspace. Click Allow to continue:
8. That's it! The integration setup window closes automatically, and the integration is now live. You're ready to start receiving Corpay One notifications in Slack!
So how does it work?
In Slack, the Corpay One integration appears as a conversation in the "Recent Apps" section (you can always star it to make it more visible). You can also find the integration manually by clicking the + next to the "Apps" header.
Here you can:
Receive notifications about documents you need to approve
Approve or decline documents
Search for unpaid invoices