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Connect Corpay One with Slack
Connect Corpay One with Slack

Here's how you can view and approve bills and receipts in Corpay One without ever leaving Slack.

Updated over 3 years ago

Slack's goal is to bring all your tools and communication into one place - and now that includes the ability to view and approve documents in Corpay One. We've teamed up so you can automatically be notified about bills requiring approval and can approve (or decline) them right there where you're already communicating - no clicking between apps.

Things to keep in mind before setting up the Slack integration!

  • Unlike some other integrations in Corpay One, the Slack integration works at the coworker-level. So each coworker who wants to receive Corpay One notifications in their individual Slack account will have to set up this integration. 

  • Each coworker setting up this integration must ensure that they have set up a display name for themselves in Slack. This is necessary for the integration to function. 

Here's how to set it up: 

1. Navigate to Settings > Integrations in the left sidebar, and click on Learn More on the Slack box:

2. Click Connect to continue:

3. You will now be asked to allow Slack access to Corpay One. Click Allow to continue:

4. Then click Next to start the actual setup:

5. You must now select which notifications to receive from Corpay One in Slack by checking the box next to the desired notification. Click Connect when you're done:

6. If you haven't already done so, you'll be asked to sign in to the Slack workspace that you want to connect with Corpay One. Enter your workspace's Slack URL, and click Continue when ready:

7. You must now allow Corpay One access to your workspace in Slack. Click Allow to continue:

8. That's it! The integration setup window will automatically close, and the integration will now be live. Now you're all set to start receiving Corpay One notifications in Slack!

So how does it work?

In your Slack app, Corpay One will appear as a conversation in your "Recent Apps" section (you can always "star" it to bring it higher in your sidebar!). You can also find it manually by clicking on the + next to the "Apps" header.

Here is where you can: 

  • Receive notifications about bills to approve

  • Approve / decline bills right there in Slack

  • Search for and view unpaid bills

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