To send Slack messages from an automation you need the Solution Manager or Administrator role. Add the Slack action under Integrations, choose Send Message, and build the message text from fields on the record that triggered the automation.
Plan Availability | All plan types |
Permissions | Solution Managers and Administrators: create and edit automations and connect Slack. |
Related Reading |
Who can set up a Slack automation?
Solution Managers and Administrators. If your role is General or lower, ask an Administrator to change your role or to build the automation for you.
How do I add fields from the record to the Slack message?
Open the automation and add the Slack action under Integrations, then choose Send Message.
Select the channel or person the message goes to.
In the message text, insert fields from the trigger record (for example the task name, status or due date) with the field picker, and write the surrounding text.
Save and test the automation with a real record.
Troubleshooting
Permission error: confirm your role is Solution Manager or Administrator.
A field is missing from the picker: the field must exist on the table the trigger uses.
Message not delivered: reconnect the Slack account in the action and check the automation run history.
Frequently asked questions
Can the message include buttons that update the record?
Yes. See Actionable Notification: Slack.
Can I send to a direct message instead of a channel?
Yes, choose the recipient when you configure the Send Message action.
Does each Slack message count toward my automation actions?
Yes. Each action in an automation counts toward the monthly total.
Last verified: 21 Oct 2026, against Automation Action: Slack and Actionable Notification: Slack in this help center.