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❯❯❯❯❯ Sending Scheduled Exports to External Vendors
Overview Here are the comprehensive steps a Slate administrator should follow to set up secure d...
Who’s Knocking? Tracking Slate Portal Access with Logins + Pings
Scenario Picture this: Your institution just launched a shiny new Slate portal—maybe a status po...
Zapier / Slate Integration 💻
This documentation covers integrating Zapier, a third-party middleware platform, with Slate. Zapi...
POST Data to Slate
Posting to a Source Format Define a Source Format within Slate, then click the Web Services link...
🌏 International Agents Portal Suitcase
Tested and confirmed as of September, 2025. Now that Suitcasing is available for Datasets, below...
☎️Phone Dialer in Slate Voice
When I realized that Slate did not have a native phone dialer for Slate Voice, I decided I'd buil...
Errors Returned from AJAX Portal POST Methods
When you fire a custom SQL POST method and the SQL crashes, the error message is displayed on-scr...
📧Dynamic Sender in Deliver - Dos and Dont's
It is simple to have a dynamic sender value in the "Sender" field in a Deliver message, but you n...
Centering a Pop-Up Form of a Different Scope
Slate offers a form embed widget in portals, but what if you want to open a Slate form in a dif...
🚮Bulk Deleting Data from SSO Username Field
In the event you realize you need to clear out the data from the SSO Username field for a batch o...
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