{"id":1255,"date":"2017-03-17T16:18:53","date_gmt":"2017-03-17T16:18:53","guid":{"rendered":"https:\/\/resourceguru.wpengine.com\/?p=1255"},"modified":"2025-01-14T09:46:06","modified_gmt":"2025-01-14T09:46:06","slug":"slack-leave-notifications","status":"publish","type":"post","link":"https:\/\/resourceguruapp.com\/blog\/product-updates\/slack-leave-notifications","title":{"rendered":"Reporting sickness absence notifications to Slack using Zapier"},"content":{"rendered":"<p>As a remote team, <a href=\"https:\/\/slack.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Slack<\/a>, the messaging app, is a key part of our daily life here at Resource Guru. As our central communications hub we use Slack to discuss work, share photos, and keep track of notifications from tools like Trello.<\/p>\n<p>We plan to release an official Resource Guru &#8211; Slack integration in the future, but in the meantime I wanted to show you how you can combine Resource Guru\u2019s <a href=\"https:\/\/resourceguruapp.com\/features\/leave-management\" target=\"_blank\" rel=\"noopener noreferrer\">leave management<\/a> functionality with our new Zapier integration to send sick leave booking notifications directly to Slack.<\/p>\n<p>The Zap will send a notification to a Slack channel when a new &#8220;Sick Leave&#8221; time off booking is created. This gives us a quick way to inform the the team when we are going to be short a member, and gives us the opportunity to make any booking adjustments necessary to keep our projects in line.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1256\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2017\/03\/Example-notification.png\" alt=\"Example notification\" width=\"652\" height=\"149\" \/><\/p>\n<p><em>Note: You will need to be on a paid Zapier plan to set a multi-step Zap live.<\/em><\/p>\n<p>This multi-step Zap will be a 3 part process:<\/p>\n<ol>\n<li>Setup Resource Guru\u2019s \u201cNew or Updated Time Off Trigger\u201d in Zapier to capture time off booking data.<\/li>\n<li>Use Zapier\u2019s \u201cFilters\u201d app to check that the booking\u2019s time off type is &#8220;Sick Leave&#8221;.<\/li>\n<li>Post the sick leave booking notification to our Slack channel.<\/li>\n<\/ol>\n<div class=\"adblock adblock--bright11\">\n<div class=\"adblock__image\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2209\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2019\/12\/avatar.png\" alt=\"Avatar\" width=\"562\" height=\"576\" \/><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2204\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2019\/12\/jamie-colarossi.png\" alt=\"Jamie Colarossi\" width=\"548\" height=\"576\" \/><\/div>\n<blockquote><p>&#8220;Resource Guru has significantly improved our visibility, boosting project ownership and forecasting ability.&#8221;<\/p>\n<footer><strong>Jamie Colarossi<br \/>\n<\/strong>Resource Manager<\/footer>\n<p><svg class=\"curve__right\" preserveAspectRatio=\"none\" viewBox=\"0 0 42 236\">\n<path d=\"M42,0H0C20.4,38,31.14,77.5,31.14,118S20.4,198,0,236H42Z\" style=\"fill:#40264d;fill-rule:evenodd\"\/><\/svg><br \/>\n<svg class=\"curve__bottom\" preserveAspectRatio=\"none\" viewBox=\"0 0 236 42\">\n<path d=\"M236,42V0c-38,20.4-77.5,31.14-118,31.14S38,20.4,0,0V42Z\" style=\"fill:#40264d;fill-rule:evenodd\"\/><\/svg>\n<\/p><\/blockquote>\n<div class=\"adblock__link\"><img decoding=\"async\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/themes\/resourceguru_2019\/images\/resource-guru-vertical.svg\" \/><br \/>\n<a id=\"customtestimonial\" class=\"button\" href=\"https:\/\/resourceguruapp.com\">Try It Free<\/a><\/div>\n<\/div>\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">In this article \ud83d\udcd6<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/slack-leave-notifications\/#Creating-the-Zap\" >Creating the Zap<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/slack-leave-notifications\/#Adding-A-Filter\" >Adding A Filter<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Creating-the-Zap\"><\/span>Creating the Zap<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Head over to <a href=\"https:\/\/zapier.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Zapier<\/a> and either sign up for a new account or log in to your existing account. From your Dashboard click \u201cMake a Zap!\u201d button. Search for \u201cResource Guru\u201d, and select \u201cNew or Updated Time Off\u201d as your trigger. If this is the first time you\u2019ve used Resource Guru with Zapier then you will be asked to connect your account.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1264\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2017\/03\/RG-setup-trigger.png\" alt=\"\" width=\"632\" height=\"587\" \/><\/p>\n<p>Follow the instructions on screen and then click through to the test screen to check that the trigger is working. If you have trouble, open up your Resource Guru schedule and make sure that you have a recent time off booking of \u201cSick Leave\u201d type, then return and try the process again.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Adding-A-Filter\"><\/span>Adding A Filter<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>It\u2019s now time to create the second step of the Zap, an &#8220;Action&#8221; filter that will ensure only \u201cSick Leave\u201d bookings are sent to Slack.<\/p>\n<p>On the left side of the screen select Action, then &#8220;Choose App&#8221; and find &#8220;Filter by Zapier&#8221;.<\/p>\n<p>Select the next option and you\u2019ll be taken to the setup for the filter. Fill out the fields as per the screenshot below:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1257\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2017\/03\/Setup-filter-settings.png\" alt=\"Setup filter settings\" width=\"631\" height=\"525\" \/><\/p>\n<p>Now we can test this step:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1258\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2017\/03\/filter-test.png\" alt=\"filter test\" width=\"631\" height=\"499\" \/><\/p>\n<p>If it worked correctly then click to continue.<br \/>\nNow it\u2019s time to setup the final action. Click \u201cAdd a Step\u201d, search for Slack and then select \u201cSend Channel Message\u201d from the list of options.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1259\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2017\/03\/Slack-Action.png\" alt=\"Setup Slack Action\" width=\"754\" height=\"498\" \/><\/p>\n<p>If you need to connect Zapier to your Slack account then you\u2019ll be asked to do so at this point so follow the instructions provided.<\/p>\n<p>We can now finish up the Zap by setting up the Slack message in a similar manner to the screenshot below. While I have selected the \u201cNotifications\u201d Slack channel in this example, you can choose the channel that is appropriate for you.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1260\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2017\/03\/setup-slack.png\" alt=\"setup slack\" width=\"696\" height=\"396\" \/><\/p>\n<p>Feel free to edit the \u201cMessage Text\u201d field to suit your particular requirements.<\/p>\n<p>When you\u2019ve\u00a0finished setting up Slack, click \u201cContinue\u201d and you\u2019ll be able to test your Zap. If it\u2019s setup correctly then you\u2019ll see a test notification appear in your selected Slack channel.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1256\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2017\/03\/Example-notification.png\" alt=\"Example notification\" width=\"652\" height=\"149\" \/><\/p>\n<p>You can now finish things off by clicking \u201cFinish\u201d, giving your Zap a name and setting it\u2019s status to \u201cOn\u201d.<\/p>\n<p>Success! From now on, whenever a new sick leave time off booking is created you will automatically see a notification in your Slack channel.<\/p>\n<p>If you\u2019re interested in exploring more ways that Resource Guru can connect with your favorite apps then make sure to check out our <a href=\"https:\/\/zapier.com\/zapbook\/resource-guru\/\" target=\"_blank\" rel=\"noopener noreferrer\">Zapbook<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As a remote team, Slack, the messaging app, is a key part of our daily life here at Resource Guru. As our central communications hub we use Slack to discuss work, share photos, and keep track&hellip;<\/p>\n","protected":false},"author":5,"featured_media":2071,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[30],"tags":[61],"class_list":["post-1255","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates","tag-product-updates-feed"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Reporting sickness absence notifications to Slack using Zapier<\/title>\n<meta name=\"description\" content=\"Set up Slack leave notifications with Resource Guru to keep your team updated on who&#039;s available and when.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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