Integrations

Integrations connect PartnerAlly with your other tools. Send notifications to Slack, sync with project management tools, and more.

Available Integrations

Slack

Send notifications and updates to Slack channels:

• Gap alerts
• Task assignments
• Workflow updates
• Custom notifications

Additional Integrations

More integrations may be available:

• Project management tools
• Identity providers
• Custom webhooks

Contact support for integration requests.

Slack Integration

Benefits

Connect Slack to:

• Receive alerts in channels
• Get personal DMs for assignments
• Keep teams informed
• Reduce email volume

Prerequisites

To set up Slack integration:

• Organization admin access in PartnerAlly
• Slack workspace admin access (for initial setup)
• PartnerAlly Slack app installation

Connecting Slack

Configuring Slack Channels

Choose which notifications go where:

Personal Slack Notifications

Team members can link their Slack accounts:

1. Go to personal settings
2. Click "Link Slack"
3. Authorize access
4. Receive DMs for personal notifications

Slack Message Format

Messages include:

• Clear title and summary
• Relevant details
• Action buttons (where applicable)
• Direct links to PartnerAlly

Managing Integrations

Viewing Connected Integrations

See all connected integrations:

1. Go to Settings > Integrations
2. View connected status
3. Click to configure each

Disconnecting

To disconnect an integration:

After disconnecting:

• Notifications stop immediately
• Historical data is preserved
• Can reconnect anytime

Integration Settings

Global Settings

Apply to all integrations:

• Enable/disable all
• Default behaviors
• Retry settings

Per-Integration Settings

Each integration has specific settings:

• Channels and recipients
• Notification types
• Formatting options
• Quiet hours

Webhooks

What Are Webhooks?

Webhooks send data to external systems:

• HTTP POST to your URL
• Triggered by events
• JSON payload

Setting Up Webhooks

Available Events

Webhook Payload

Example payload:

{
  "event": "gap.created",
  "timestamp": "2024-01-15T10:30:00Z",
  "data": {
    "gap_id": "gap_123",
    "title": "Missing access review process",
    "severity": "high",
    "framework": "SOC 2"
  }
}

Security

Integration Permissions

Integrations have limited access:

• Only necessary permissions
• Scoped to organization
• Can be revoked anytime

Authentication

External integrations use:

• OAuth 2.0 where available
• Secure token storage
• Encrypted transmission

Audit Logging

All integration activity is logged:

• What was sent
• When it was sent
• Delivery status

Troubleshooting

Messages Not Arriving

If Slack messages aren't received:

1. Check integration is connected
2. Verify channel permissions
3. Check notification settings
4. Review Slack channel settings

Webhook Failures

If webhooks fail:

1. Check endpoint is reachable
2. Verify URL is correct
3. Check for firewall issues
4. Review payload format

Reconnecting

If an integration disconnects:

1. Go to Integrations
2. Find the disconnected integration
3. Click "Reconnect"
4. Re-authorize if needed

Common Questions

Can I connect multiple Slack workspaces?

Currently, one Slack workspace per organization.

Are integrations included in all plans?

Check your subscription tier. Some integrations may be premium features.

Can I build custom integrations?

Webhooks enable custom integrations. For API access, contact support.

Who can configure integrations?

Organization admins can manage integrations. Users can link their personal accounts.

Next Steps

• Notifications - Configure alerts
• Privacy & Data - Data handling
• Admin - Organization settings