Overview
The LinkSquares Slack integration allows you to receive real-time notifications about in-flight agreements within LinkSquares Finalize. The LinkSquares Slack application notifies users of actions taken on relevant Finalize agreements. Currently, users cannot initiate actions on agreements from the Slack integration.
To set up notifications, ensure that you have connected your LinkSquares account as outlined in Connecting LinkSquares to Slack
Slack Notification Settings
Managing your Slack notification settings for Finalize can be done from the home tab. To view and adjust your notification settings, click the Settings button.
Ensure that the checkbox for every desired notification is marked.
Click Submit once complete.
Notification settings can be viewed and adjusted at any time via this method.
Note:
- Slack notifications can only be managed via Slack. Users currently cannot view or adjust their Slack notifications via the LinkSquares web app.
- Email notifications and Slack notifications are independent of one another. Users can turn off email notifications for a given action and still receive a notification for that action within Slack.
- If the Home tab displays a "work in progress" message, please reinstall the Slack integration.
Available Finalize Slack Notifications
You will receive LinkSquares notifications in the Messages tab of the LinkSquares application.
Currently, users are able to receive Slack notifications for:
- Task activity
- Request Form activity
- Comment mentions
- Pen activity
- Agreement ownership activity
- Collaborator activity
- LinkSquares Sign activity
Users receive these notifications based on the settings selections made in the integration. Depending on your overall Slack settings, you may also receive a banner for these notifications.
Note: You will not receive Slack notifications for any action you perform yourself (e.g., assigning a task to yourself).
Task Notifications
Currently, users will receive Slack notifications when the following task-related scenarios occur:
- If a task is assigned to you (via task creation or agreement creation)
- If a task is unassigned from you
- If someone nudges a task assigned to you
- If someone reassigns a task to you
- If it is your turn to complete a task in an ordered flow
- If the ordered task workflow is disabled (all task assignees in the flow are notified)
- If a task is completed (assignees, task creator, and agreement owner are notified)
- If a task you are assigned to is deleted
- If tasks become overdue (assignees, task creator, and agreement owner are notified daily at 9 a.m. EST)
Task notifications will include the name and description of the task as well as a button to ‘Approve’ the task for Slack. If the task has a document associated with it (the latest version or an attachment), you can click the ‘Details’ button to view the document from Slack.
From here, you can complete the task as usual.
Request Form Notifications
Currently, users will receive Slack notifications when the following Request Form-related scenarios occur:
- If someone creates a Request Form using a template assigned to you
- If someone reassigns a Request Form to you
- If someone unassigns a Request Form from you
- If someone creates an agreement from a Request Form you submitted
Request Form notifications will include the name and status of the Request Form, as well as a button to view the Request Form in Finalize.
For example, when a Request Form is assigned to you, the notification will read: “[Agreement Name] has been assigned to you.”
The status of the Request Form and the View Request button are outlined. Clicking this button will open the individual agreement view for the Request Form in Finalize.
From here, you can create an agreement from the Request Form as usual. To learn more about creating agreements from Request Forms, reference our article on Creating Agreements From Request Forms.
Comment Notifications
Currently, users will receive a Slack notification when they are tagged in a comment within the Activity tab of an agreement.
Comment notifications will outline who mentioned you, the agreement the comment is associated with, and the content of the comment.
Click the ‘Reply’ button in order to respond to the comment. Click the ‘Details’ button in order to view details about the agreement or preview the latest version of the agreement.
Pen Notifications
Currently, users will receive a Slack notification when they are handed the pen by another user or nudged when they are in possession of the pen.
If you are handed the pen, the notification will include the agreement name, status, and the View Agreement button.
If you are nudged when you have the pen, the notification will include the length of time you have had the pen, the agreement name, and the View Agreement button to open the relevant Finalize individual agreement view.
Agreement Ownership Notifications
Users will receive a Slack notification when they are set as the owner of an agreement.
The notification will include the agreement name, the current pen assignee, the status, and the View Agreement button.
Collaborator Notifications
Users will receive Slack notifications when the following collaborator activity occurs:
- You are added as a collaborator (by another user or by agreement creation)
- You are removed from being a collaborator
- An agreement you are a collaborator on is deleted
- The agreement status updates for an agreement on which you are a collaborator
- A new agreement version is created for an agreement on which you are a collaborator
Collaborator notifications may include the user who added or removed you as a collaborator, the agreement name, the file name, the agreement status, and the View Agreement button.
The following screenshot shows an example of the notification you receive when you are added as a collaborator.
LinkSquares Sign Notifications
Currently, users will receive notifications when it is their turn to sign an agreement using LinkSquares Sign.
The notification will include the name of the user who sent you the document, the file name, and the View Document button.