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Slack Integration

ver. 1.0

 

Publish notes straight to a Slack channel to keep everyone on the same page, even if they aren't a Kapta user.

To turn on this feature, go to Settings > Integrations and enable Slack. 

Slack_Step_1.png

You will need to choose which Slack Team you'd like to add the Kapta App to.

Slack_Step_2.png

Then it will ask you which channel you'd like to add our @kapt botuser to and to authorize the installation.  We use a botuser to post messages to the channel you specified with any new notes added to a Kapta account or contact.

Slack_Step_3.png

Once it is complete you will be redirected back to the Kapta application with a success message.

Slack_Step_4.png


Notes will then appear in Slack once they are saved in Kapta.

 

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