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Slack Integration

Notify customers and your team in Slack about projects in progress!

Melissa Scatena avatar
Written by Melissa Scatena
Updated over 2 weeks ago

There are two types of Slack notifications you can configure within OnRamp:

  1. Individual Project notifications (e.g. updates in a shared customer channel or internal channel)

  2. 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

  1. What types of notifications are sent and what do they look like?

Task Completed

Project Invite

Project Completed

Subtask Completed

Tasks Due / Overdue

Help Request from Portal

Project Updates

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