Buy Smarter With Tropic + Slack
Tropic makes discovering, buying, managing, and renewing software more efficient with a powerful combination of data, tools, and services. Tropic has negotiated thousands of SaaS contracts and manages $1.6B in spend—saving companies up to 30% on their software spend while giving them 400+ hours back on their calendar each year. With the Tropic app, users can receive notifications for tasks that open for them, contracts they own that are up for renewal, @mentions on Requests in Tropic, and Requests you submit.
Installing the App for Slack to Your Organization in Tropic
Note: Before starting, make sure you are logged into the Slack workspace you’d like to use in the same browser where you will be performing the steps below.
To set up Tropic’s integration with Slack, you must have the owner user role in Tropic and a paid Tropic subscription.
1. Log in to Tropic: https://app.tropicapp.io.
2. In Tropic, go to Settings > Integrations.
3. Under Slack, click Connect.
4. Click Connect. This opens a new tab with the Slack OAuth permission.
5. On the Slack OAuth page, click Allow.
6. After a few seconds this page should refresh and show a success message with a link to where you can go next:
7. The previous page should have automatically refreshed to the connected state for the integration for Slack:
8. Congratulations! You've connected the integration.
Enable Slack notifications
To get Slack notifications from Tropic, users must enable them in their Tropic profile.
1. Log in to Tropic: https://app.tropicapp.io.
2. Click on your avatar then Profile & Notifications.
3. Scroll down to Notifications.
4. If your Tropic email address matches your Slack email address, the section displays a message stating Connected as ....
Use the Slack toggle to enable or disable Slack notifications. After setting up your Slack notifications, you can skip the remaining steps.
If the section displays a message stating Your Slack is disconnected… or Connect to Slack..., click Connect.
5. On the modal that pops up, enter an email address that matches the user you want to use in the connected Slack workspace and click Save:
6. If the email is matched correctly, you will receive a verification request in Slack and the state of the notifications page will change to “pending verification”:
7. On the verification message in Slack, click Approve.
8. The verification message should be replaced with a welcome message.
9. The notifications page in Tropic should now show Connected….
Slack Notification Use Cases
1. Tasks & Approvals that you own
- Anytime you have a Task or Approval that opens up that you are assigned to, you will receive a notification in Slack alerting you about this task with details you need to know right away as well as a link to go directly to the task within Tropic.
2. Comments you are @mentioned in on Requests
- When you are mentioned in any Comments on a Request, you will receive a notification in Slack with who mentioned you and what the comment was as well as a link to go to that Request to respond!
3. Contract Renewal Reminders to Contract Owners
- Contract Owners will receive a Renewal Reminder for any Contracts they own with a link to the Contract with Request so you don’t miss any time when you need to make a Renewal!
4. Purchase Requests that you Submit
- Get a confirmation notification of any Requests that you have submitted in Tropic.
Permissions
Contact Support
If you have any issues please email our team at support@tropicapp.io.