There are two types of Slack notifications you can configure within OnRamp:
Individual Project notifications (e.g. updates in a shared customer channel or internal channel)
Project created & completion notifications (e.g. posting updates in an onboarding team channel)
The Slack app will even take on the name and logo of your Organization when posting messages:
Initial Setup
To setup notifications, you must first authorize OnRamp's app with Slack.
Note: You must have permission from your organization to install apps and to post in every channel you wish to configure.
1. Go to Settings > Integrations
2. Click 'Connect' on Slack integration tile
3. Follow the instructions from Slack to install
Project Notifications
OnRamp provides project update notifications that you can post to a shared channel with the customer (or any other channel you may want to post to).
Setup
1. Complete Initial Setup above
2. When creating or editing a Project select an existing channel to link the Project to (or create a new channel directly from OnRamp!)
3. If one of your channels is a private channel in Slack, you must invite the OnRamp app to your channel. You can do this as shown below or by typing "/invite @onramp" into the channel
4. Project notifications will now post to this channel!
Project Created & Completion Notifications
OnRamp allows you to post major project milestones like project creation and project completion to any channel automatically - no individual Project-to-channel linked required. This is often used for team transparency in a team channel (e.g. #team-onboarding or #team-cs)
Setup
1. Complete Initial Setup above
2. Go to Settings β Integrations
3. Click the ( i ) icon on the Slack tile
4. Select the channels where notifications should be sent
4a. If one of your channels is a private channel in Slack, you must invite the OnRamp app to your channel.
5. Project completion and creation notifications will now post to these channels!
FAQs
What types of notifications are sent and what do they look like?
Task Completed
Project Invite
Project Completed
Subtask Completed