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Notification integrations

Send notifications through Slack or Teams.

Eric Routhier avatar
Written by Eric Routhier
Updated over a week ago

With a few easy steps, you can receive notifications from Workleap Onboarding in Slack or Microsoft Teams. Integrating Workleap Onboarding allows for real-time communications and prevents inbox bloat for your team.

What does this article cover?

What’s a notification?

Notifications are how you know what’s going on in your Workleap Onboarding plans. You’ll receive daily reminders about activities assigned to you as well as weekly updates about what’s going on in the Workleap Onboarding plans you’re part of.

You’ll also receive notifications about being invited as editor to a plan or template, having your access rights updated to admin/plan creator, being assigned to new activities, being asked to record a clip, and other action requests.

Often notifications will contain a link to the activity you need to complete. For example, if another teammate has requested that you record a clip, the notification will contain a link to the activity to get started.

By default, Workleap Onboarding will send notifications to you and your teammates by email.

Select your integration

All integrations can be set up by first navigating to Settings in the left menu and selecting Integrations.

On the Integrations page, you have the option to instead send notifications by Slack or Microsoft Teams. The current notification option has a checkmark next to it.

Slack

To set up Slack notifications, open the Integrations page. Under the Notifications section, click Slack.

Click Connect. A new tab will open in Slack asking you to approve Workleap Onboarding access to your Slack channels. Click Allow.

When you’re done, you’ll see the new integration is connected. All of your organization notifications will now be sent via Slack.

If you have a teammate in Workleap Onboarding that is not in your Slack workspace, their notifications will continue to be sent by email. You can see teammates that are not in your Slack workspace at the bottom of the Slack Integrations page.

To remove your Slack integration, click Disconnect.

Teams

To set up Teams notifications, open the Integrations page. Under the Notifications section, click Teams.

Click Connect. A new tab will open prompting you to sign in to your Microsoft Teams account. Once you select your account, click Accept to grant Workleap Onboarding permission to send notifications.

When you’re done, you’ll see the new integration on your Workleap Onboarding page. You can click Disconnect if you want to remove the integration.

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