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Send a message with Slack

Connect Slack and send a message from an API or an event trigger.

TEMPLATE AVAILABLE

If you wish to skip the manual setup, there is a workflow template available called Send Slack Message. You can find it inside the templates available when creating an API workflow.

Steps at a glance ​

  1. Connect Slack from the Integrations subtab in Data & API.
  2. Choose where you want to send messages (an API or an event trigger).
  3. Send the message from your API or event trigger.

1) Connect Slack ​

  1. In the editor, open the Data & API tab, then open the Integrations subtab.
  2. Open Slack and connect it.
  3. Save your configuration.

2) Send a message from an API ​

  1. Open the Data & API tab, then open the Backend Workflows subtab and go to API Endpoints.
  2. Create (or open) an API endpoint.
  3. Add the Slack action and choose:
    • Channel
    • Message text
  4. Test the endpoint and confirm the message arrives in Slack.

3) Send a message from an event trigger ​

Use an event trigger when you want Slack messages to be automatic (for example after sign up or when a record changes).

Common pitfalls ​

Message is not delivered ​

  • Confirm the Slack integration has access to the channel.