This integration is an add-on. Please contact your CSM or let us know for more information.
Partner Manager, Manager, Recruiter and Admin permission level is required in Cinode to set up this integration.
💡 All integrations are configurable. If you need a particular notification that is not listed below, please let us know.
What the Slack Integration Does
The Cinode ↔ Slack integration brings Cinode activity, pipeline updates, and CRM insights directly into Slack. It helps your team stay updated on key changes, automate daily and weekly summaries, and even perform interactive skill searches — all from within your Slack workspace.
This integration is designed to improve collaboration, streamline CRM management, and boost productivity across your organisation.
Key Features
🔔 Automated Notifications and Digests
Receive scheduled updates in Slack channels based on your Cinode data. These include:
Due Tasks – A digest of upcoming tasks due within the next day for selected managers.
Expiring Roles – Alerts on assignments ending soon (default 30 days).
Upcoming Roles – Notifications for roles starting soon, supporting pipeline planning.
New Contacts Added – A summary of newly created customer contacts, filtered by manager or customer.
Untouched Contacts – Identifies CRM contacts not interacted with for a set number of days (default 90), uploading an Excel list directly to Slack for follow-up.
Public Announcements – Automatically posts Cinode Market announcements in a chosen Slack channel.
All messages are formatted using Slack’s Block Kit for clear, structured summaries with direct links to Cinode.
⚡ Event-Driven Alerts
The integration also supports real-time, event-based notifications:
Project Created – Posts an instant update in Slack when a new project is added in Cinode.
Instance Events – Automatically handles registration and removal of your integration instance for correct event routing.
Slash Commands – Use
/cinode search [term]directly in Slack to find skills and available consultants with upcoming availability.
⚙️ Configuration and Setup
To set up the Cinode ↔ Slack integration, follow these steps:
Authenticate with Cinode – Securely connect your Cinode account via the Cinode API.
Connect Slack – Authorise Slack to post messages, manage channels, and handle commands.
Set Schedules – Define how often digests (tasks, roles, contacts) should be posted.
Customise Templates – Use Slack’s Block Kit JSON to personalise message layouts.
Select Channels – Choose Slack channels for notifications or announcements.
Apply Filters – Limit data visibility by team, manager, customer, or timeframe.
Each user or workspace can register their own webhook URLs, enabling personalised or multi-tenant configurations.
💡 Benefits
✅ Centralised visibility – Stay on top of Cinode updates without leaving Slack.
🔄 Two-way interaction – Supports both incoming events and outgoing user commands.
🧱 Fully configurable – Adjust message templates, posting schedules, and channel destinations.
💬 Actionable insights – Each Slack message includes deep links to Cinode for quick action.
🕒 Automated and reliable – Runs on schedules, keeping your team informed even if they’re not logged into Cinode.
Summary
With Cinode’s Slack integration, your workspace becomes a real-time collaboration hub — automatically surfacing opportunities, tasks, and CRM updates where your team already communicates. Configure it once, and let Cinode keep your Slack channels up to date.
Next Step:
To enable the Slack integration for your organisation, please contact your Cinode administrator or visit the Integrations section in your Cinode settings.
Why the Slack Integration?
Integrating Cinode with Slack enhances communication by delivering real-time updates directly to your team's channels, ensuring everyone in the organization stays informed. It improves efficiency by automating information sharing, allowing your team to focus on high-priority tasks and never miss a deadline.
Additionally, this integration helps you stay one step ahead by identifying consultants who will soon be available and reaching out to contacts you haven't engaged with recently, ensuring you seize every opportunity.
Existing flows ready to be implemented
The current version offers the following flows:
Bench list weekly digest to Teams Channel
Sends a scheduled digest of users booked definitely on roles expiring within a configurable number of days.Public Announcements from Cinode Market
Pushes Cinode Market announcements to a selected Slack channel.Recently added contacts
Lists contacts added within a selected time range (number of days before today’s date).Contacts not touched within a certain time range
Renders a list of contacts not interacted with during the configured period.Upcoming Roles Starting
Sends a scheduled digest of users booked definitely on roles starting within a selected number of days.Recurring generation of a file with Customer contacts not interacted with
Creates a file at set intervals with customer contacts not interacted with within the configured time range.Expiring Tasks
Lists tasks approaching their due date within the configured time range.Expiring Roles
Sends a digest of roles ending within a selected number of days.Project Created
Pushes notifications of new projects created to a selected Slack channel.Due Tasks
Sends reminders of tasks that are due on the current day.