How to connect ApprovalMax to Slack
ApprovalMax now supports an integration for Slack, which is currently in beta. This enables users to receive notifications in Slack, approve/reject requests from Slack and to leave comments.
How to install the ApprovalMax app in Slack
Please note: as the application is in beta, there is a disclaimer stating that it has not been approved by Slack. This is normal and due to its beta state.
- If you are not logged in yet, please log in now to your Slack account for this workspace.
- Confirm the connection between the ApprovalMax integration for Slack and your Slack workspace:
- Connect your Slack user to your ApprovalMax user profile (explained in the section below).
How to connect your Slack user to your ApprovalMax user profile
Search for the ApprovalMax application and add it to your Slack workspace:
Click on Connect To ApprovalMax:
Allow ApprovalMax to access your Slack workspace:
Allow ApprovalMax integration for Slack to access your ApprovalMax account:
You'll see a confirmation message:
You can then return to the ApprovalMax integration for Slack to work with your requests.
Video: How to set up the connection between Dext, ApprovalMax and QuickBooks Online
ApprovalMax product walk-through: How to set up the connection between Dext and ApprovalMax How to set up the connection between Dext and ApprovalMax You can also refer to this article: How can I establish a connection between Dext, ApprovalMax and ...
How can I connect ApprovalMax to Airwallex?
ApprovalMax supports integration with Airwallex for UK, AU and NZ accounts. This is how you connect ApprovalMax to Airwallex: Under the main menu , select your ApprovalMax Organisation and open Workflows and Settings > Organisation Settings and ...
How can I connect ApprovalMax to Xero?
This is how you connect ApprovalMax to Xero: Under the main menu select your ApprovalMax Organisation, and open "Workflows and settings" >"Approval workflows". Click on the button "Connect" next to Approval workflows for Xero. Authorise ApprovalMax ...
How can I connect ApprovalMax to Cin7 Core?
Currently, ApprovalMax supports manual TBA (token-based authentication) for when Administrators need to generate tokens in the Cin7 Core user interface (UI) and then manually copy them to the ApprovalMax UI later. In order to set up a connection ...
How to select for which Organisations you want to receive notifications in Slack
When new requests are created in ApprovalMax and require your approval, you will receive a notification in Slack. By default, you will be able to receive notifications for all Organisations you are part of in ApprovalMax. To choose for which ...