Integrations

Updated 5 days ago by Andrew White

Spoke works best when integrated into the workflow of your team. Use the integrations tab to connect everything from Slack and SMS to your HRIS into Spoke!

Channels

Slack

To integrate Slack for your team

  1. In Spoke, navigate to Settings
  2. Select Integrations
  3. Under Slack, click Connect
  4. Click Add to Slack

Spoke will connect with Slack and you will be asked to authorize the connection.

Coach Spoke using Slack 

Once you have authorized Spoke's connection to Slack, it's time to make sure it works! 

  1. Add @Spoke to any public channel used by your team
  2. DM @Spoke the questions you asked earlier
  3. If Spoke is confident in the answer, you will receive a relevant knowledge base resource in reply. Asking the same questions from different channels helps Spoke learn, and become more confident in answering for you! 
If Spoke doesn't reply with an answer, never fear! Navigate back to the web interface and answer these questions again.  This helps Spoke's machine learning each time. 

SMS

  1. Navigate to Settings
  2. Select the Integrations tab
  3. Click Connect under SMS

Once you click Save settings, Spoke will generate a text-only number to contact your Spoke account. The number will be immediately visible to you and anyone else who logs in. 

You also need to make sure that users have phone numbers saved within their Spoke user profiles. This allows Spoke to confirm which users are able to access your company information.

Your number is only used to confirm your identity; Spoke won't be calling you when we're lonely or to sell you socks at dinner time.

Once these steps are completed, simply send a text to the SMS number and voila! Spoke will respond with more information almost immediately via text. 

Respond to Spoke directly or log into the platform to reply to the request.

HRIS integrations

Namely

Enabling this feature will prevent users from manually updating certain profile fields in Spoke. Once this feature is turned on, all of the fields below will be overwritten.

  1. Navigate to Settings
  2. Select the Integrations tab
  3. Select Connect below the Namely card

Next, enter your Namely URL into the modal, and select "Connect to Namely."

This will push you to Namely to login to your Namely instance.

You will be prompted to grant access to Spoke

Confirmation

Once you allow Spoke access to Namely, you will be forwarded back to Spoke. The screen will show a confirmation message that you were able to connect Spoke to Namely.

BambooHR

  1. Navigate to Settings
  2. Select the Integrations menu.
  3. Select BambooHR from the cards below.

For more information on setting up one of our other HRIS integrations, click here.

In a second window, navigate to your BambooHR URL, and login.

Once you've logged into BambooHR, select your avatar in the top right to reveal a dropdown. Select API Keys from the dropdown.

At the top of the API Key Screen, select + Add new Key

Enter a name you will recognize, to name this API key. Then select Generate key

BambooHR will create an API key for use with Spoke. Next, select Copy Key

Navigate back to the tab with your Spoke URL.

Complete your BambooHR URL, and paste your API key into the HRIS fields.

When you are finished. Select Connect to BambooHR When the connection is complete, you will see BambooHR sync is enabled.

Asset Tracking

Oomnitza

Begin by logging into Oomnitza and generating an Oomnitza API Key

  1. Click on Settings
  2. Choose API from the settings menu
  3. Choose + Add New to generate a new API token.
  4. Copy the token you've created. This will need to be pasted into Spoke.

In Spoke

  1. Click Settings
  2. On the Settings page, choose the Integrations menu
  3. Click Connect to Oomnitza
  1. Enter your Oomnitza Domain (Yourcompany.oomnitza.com)
  2. Paste the API key you generated into this field.
  3. Choose which Spoke teams should include Oomnitza data on their requests.
  4. Click Connect to Oomnitza

When the Oomnitza card says Edit connection, it is connected!

SAML Single Sign-On

We have articles specific to Okta and Gsuite, but below you will find an overview of SAML Setup.

Before you begin 

  • After SAML is enabled, all non-admin members in Spoke must log in with SAML. Admins who have not setup a password will be prompted to login with a banner in the web app. Admins can still log in with a password as needed.
  • Because the SSO setup will log out all users and admins, it’s best to setup SAML when there are few users logged in. Whether it be before launch, or out of business hours.
  • Only Spoke Admins have the superpowers to enable SAML for the organization.
  • Spoke offers just in time provisioning. This means that if a user logs into Spoke for the first time using SSO, an account will automatically be created.

Configure your IdP

Begin by logging into Spoke and navigating to Integrations > SAML You will find two pieces of information that are unique to your organization.

Look for the the Assertion Customer Service (ACS) URL and the Issuer URL. Paste the information into the corresponding fields in your IdP.

Fill out the remaining fields in your IdP

Admins can choose to map attributes that will send user information to Spoke. This allows Spoke to get user information for provisioning users. Best practices recommend that these attributes are mapped in addition to Name ID (Email Address).

First Name

firstName

Last Name

lastName

Phone Number

phoneNumber

Primary Email

primaryEmail

Please note: These attributes are case sensitive, and must be entered exactly as you see here.

Connect your IdP to Spoke

Now that you’ve configured your IdP, Spoke Admins need to connect the IdP to Spoke. Copy the following fields from your IdP setup page into the Spoke Settings/SAML Page. Your IdP may name these fields differently. We’ve compiled some additional naming examples below.

  1. Sign on URL: SSO URL, SAML 2.0 URL, SAML 2.0 endpoint, IdP login URL.
  2. Issuer: Issuer URL, Identity Provider, Identity Provider Entity ID, IdP Metadata URL.
  3. Public certificate: X.509 certificate, certificate.
Please note: After an admin turns on SAML, all currently logged in users and admins will be logged out of Spoke. This sign out will be accompanied by an email asking users to log in again using SSO.

Best practices

  • Upload a CSV of users into Spoke after you've turned on SAML. This helps provide a frictionless experience as users log in the first time. for more information on our CSV import, click here.
  • Spoke offers "Just in time" provisioning. If a user logs into Spoke for the first time using SSO, an account will automatically be created. (If that email address does not already exist in Spoke)
  • Please insure that the email addresses in the IDP are what your users will be using to log into Spoke


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