Connecting Arrows to Slack

Want to know the moment a customer checks off an onboarding task or a sales room starts heating up? Connect Arrows to Slack and get the updates that matter, right where your team already works.

You can edit your organization notification settings, and individual team members can set their own. This gives each person the flexibility to choose what works best.

Getting started only takes a minute:

1. Go to your Arrows app settings

2. Select Slack notifications

3. Click Connect to Slack →

4. Follow the prompts to authorize the Slack integration

Once installed, you’ll be able to edit your Slack notifications.

There are two ways to receive Slack notifications from onboarding plans:

• Channel notifications – Send all plan notifications to a Slack channel of your choice

• Direct messages – Send notifications directly to the plan coordinator

You can choose the method that fits your team’s workflow best—or use both.

Here’s what Arrows will notify you about:

• Plan created – A new plan was created

• Plan viewed – Plan was viewed by a logged in user

• Plan viewed anonymously – Plan was viewed by an anonymous user

• User ignored plan notifications – A user disabled comment or due date reminder notifications for a plan

• Plan participant progress blocked – Plan participant's progress is blocked by a gate

• Phase done – Phase was completed

• New comment created – A comment was added to a task

• New file uploaded – A file was uploaded to a task

• Task skipped by participant – A task was skipped by an participant

• Task skipped by organization – A task was skipped by a member of your organization

• Task done by participant – A task was completed by an participant

• Task done by Arrows – A task was completed by a member of Arrows

Sales Room owners can get notified when:

• Room opened – Someone opened one of your rooms

• Suggestion created – A new suggestion was created in a room

• Comment posted – A new comment was posted in a room

• Contact associated with deal – A new participant was added to the room and as a contact associated with the deal

• Activity level changed – The room's activity level has changed

If you have selected ‘Notify via channel’ and have selected an existing channel, you can change which channel is used by clicking ‘Change channel’ and selecting a new channel. The Slack integration will leave the old channel and join the new one.

You can disconnect Slack at any time from your Arrows account by clicking Disconnect from Slack in your settings.

We take your data and your customers’ privacy seriously. Arrows only uses the necessary permissions to send the notifications you’ve enabled—nothing more. For full details on how we handle data and protect your information, read our Privacy Policy.