Introduction

1. Share records with users and channels in Slack to start a discussion. This includes all the modules that have a business card view (except for the Events module).
   
2. Share a chart from a report or dashboard with users and channels in Slack.
   
3. Share record notes to a user or a channel.
4. Create an instant action associated to a workflow rule that can notify users or channel members in a team on Slack .
   
5. Get reminders in Slack for all the activities in your Zoho Recruit calendar. 
   

Availability

Permission Required: Only Administrators can enable the Slack integration. 

Edition Required: Available for the Enterprise plan of both the Staffing Agency and Corporate HR editions of Zoho Recruit.

Set up Slack Integration 

Note: The same process can be used for reauthorization as well.

Slack-side setup:

1. Log in to your slack account and navigate to More > Apps and open Slack's App Library.
   

1. Look for the Zoho Recruit app using the search bar and click Add.
   
2. Click Add to Slack in the App Directory page.
   
3. You will be taken to Zoho Recruit's website for secure authentication. Click Add to Slack to authenticate.
   
4. Click Allow to provide Zoho Recruit with the required permissions to access your data and perform actions in your Slack workspace.
   
5. The app will then be successfully installed and you will be redirected to the success page. From here, you can go to your Slack workspace and your Zoho Recruit account.
   

Zoho Marketplace-side setup:

1. Go to the Marketplace module and type Slack for Zoho Recruit in the search bar. You will find the Extension Library page.
   
2. Click Install Now.
   
3. In the Slack integration page, click Add to Slack.
   
4. In the pop-up, enter your team's Slack domain and click Continue. If you are already logged in to your team on Slack, it will be listed in the pop-up. You can select one and authorize to integrate it with Zoho Recruit.
   
5. Specify the email address and password for the Slack domain and click Sign In.
   
6. View the list of items that Zoho Recruit will be allowed to access in Slack and click Authorize.
   

Share a Record, Reports & Notes with your team on Slack 

You can share records with users and channels in Slack to start a discussion. This includes all the modules that have a business card view. You can also share a chart from a report or dashboard with users and channels in Slack.

To share a record with your team on Slack

1. Click on a record you want to share.

2. In the record detail's page, click  for more options and then click Share via Slack.

3. In the pop-up, enter the following details:

a. Enter a message that needs to be posted along with the business card view in Slack.

b. Choose the Team on Slack from the drop-down list. Only teams the admin has added and you are part of will be listed.

c. Choose if you want to Notify To Users or Channels.

d. Based on the previous selection, choose the user/channel.

e. Click Send.

To share a report with your team on Slack

1. Click on a report you want to share. Only reports with charts can be shared.

2. In the report's page, click Chart Options > Share via Slack.

3. In the pop-up, enter the following details:

a. Enter a message that needs to be posted along with the report.

b. Choose the Team on Slack from the drop-down list. Only teams the admin has added and you are part of will be listed.

c. Choose if you want to Notify To Users or Channels.

d. Based on the previous selection, choose the user/channel.

e. Click Send.

1. Go to the notes section of the Notes section of the record.
   
2. Click the Slack icon.
   
   
3. Choose with whom (user) or where (channel) you want yo share the note and click Send
   
   

Add Instant Action to Notify via Slack   

To add workflow instant action

1. Go to Settings > Setup > Automation > Workflow Rules.

2. On the Workflow Rules page, select a rule to which you want to add Slack notification as an instant action.

3. Click InstantActions > Notify > via Slack.



4. In the pop-up, enter the following details:

a. Enter a message that needs to be posted as notification. 

b. Choose the Team on Slack from the dropdown list. Only teams the admin has added and you are part of will be listed.

c. Choose whom you want to Notify To (users or channels).

d. Based on the previous selection, choose the user/channel.

e. Click Save.

 Get Reminders for Your Activities   

To turn on reminders via Slack

1. Go to Zoho Recruit's Calendar.

2. Click Options > Preferences.

3. In the Preferences pop-up, uncheck the "Turn off reminder via Slack" checkbox.

4. Choose the team from the dropdown for which you want to turn on the reminder.

5. Click Save.

 Delete a Team on Slack from Zoho Recruit   

Note: Only users with the Administrator profile can delete teams

To delete a team on Slack

1. Log in to Zoho Recruit with Administrator privileges.

2. Go to Setup > Marketplace > All and click Installed tab. All your extensions will be displayed.

3. Click Slack for Zoho Recruit. All the teams added by the administrator will be listed.

4. Click on the Delete icon corresponding to the team on Slack that you want to delete.

 Slash Commands in Slack

To further narrow your search, you can specify criteria in the slash commands. There are two ways to narrow your search:

1. Global search: Search for the value entered across Recruit

Syntax: /zrecruit module_name search_word

Example: /zrecruit candidates zylker

This will bring up all records in Recruit that contain "Zylker".



2. Module search: Narrow it further by looking for a record in a specific module based on criteria.

Syntax: /zrecruit module_name [fieldlabel] comparator [value]

Example: /zrecruit candidates [last name]=[watson]

This will bring up all records from the candidates module whose last name is "Watson."

Here are the comparators supported for each field type:

Example

/zrecruit candidates [phone] starts with [555,234,912],[company] contains [zyl],[email] starts with [peter, smith],[company] is [zylker].

Meaning

(phone starts with 555 or 234 or 912) and (company contains zyl or company is zylker) and (email starts with peter or smith).

Following is a table that contains a list of slash commands you can enter and their examples.

To enter a Slash command

1. Go to the particular chat window where you wish to share info.
   
2. In the message box, enter one of the commands seen above.
   Example: /zrecruit +Interviews
3. Once you enter the command, the Create Record pop up will be displayed.
   
   
4. Enter all the required record information and click Create.
   
5. The record will then be created & saved in your Zoho Recruit account.
   

Notes: 

• The following is the list of field types that can be fetched using the slash commands in Slack.
  

1. Single line
   
2. Multi-line
   
3. Email
   
4. Pick list
   
5. Multi-pick list
   
6. Lookup
   
7. Number fields
   

• The name of the module has to be in the plural form. Example: "candidates", "contacts", "clients". The singular form of the module name is not supported in Slash commands.
  

• All comparators are case-insensitive.
  

• The slash command search can be made for four modules: Candidates, Contacts, Clients, Interviews, and Job Openings.
  

• Users can search for a record based on a maximum of five fields.
  

• Only 10 results will be shown.
  

• Salutation, date, and datetime fields are not available for search.
  

• Maximum values that can be searched against a field is 10.
  

Deactivate the Slack Integration

Note: Only users with the Administrator profile can deactivate the extension.

To deactivate the Slack integration

1. Log in to Zoho Recruit with Administrator privileges.

2. Go to Setup > Marketplace > All and click Installed tab. All your extensions will be displayed.

3. Click the Uninstall button under Slack.

You can also deactivate by clicking Marketplace > Slack for Zoho Recruit > Deactivate.