Plan Availability | All plan types |
Permissions | Solution Managers and Administrators |
Related Reading |
What is an Action?
An automation action is a step that performs a task, event, or change. Think of an action as:
When Something happens (the Trigger) and These Conditions are true, then This Event (the Action) occurs.
SmartSuite's Send Message action for Slack allows you to automatically generate a message in Slack when conditions of your trigger are met.
Setup
Prerequisites
To use Slack with SmartSuite:
You must have an existing Slack account.
This action requires Solution Manager or Administrator permissions.
Admin Approval for SmartSuite Bot Connection
When connecting the SmartSuite bot to your organization for the first time, an organization admin may need to approve the connection. If admin approval is required, the admin will receive a notification requesting authorization.
This is especially important if a user without Slack admin permissions attempts to add the SmartSuite bot. In this case, they won’t be able to complete the connection without approval from an organization admin.
To avoid delays, ensure that an admin is aware of the connection request and ready to approve it when prompted.
Accessing Automations
Click Automations from the Solution drop-down menu.
Click Add Automation to create a new automation for Slack.
Configuring Slack Send Message Action
1. Choose a Trigger
Set up a trigger that determines when the automation runs and which record is used as the data source. Example:
Trigger: When a Record is Created
Action: Send a Slack message when a new bug report is added.
2. Select the Slack Action
Under Integrations, choose Slack.
Select Send Message to start configuring your message.
3. Connect Your Slack Account
If not already authenticated, log in to your Slack account.
Accept the connection request.
Return to SmartSuite to complete the configuration.
4. Configure Your Message
Select Channel/User: Choose from predefined channels/users or use Dynamic Mapping.
Channel Mapping: If dynamic, select a field from the triggering record to determine the message recipient.
Message Content: Use static text, SmartSuite fields, or both.
More Options:
Bot Name: Customize your bot’s display name.
Bot Icon: Choose an icon for bot messages.
Unfurl Links: Expand links automatically in Slack.
5. @Mentioning Groups & Users
To notify specific users or groups, use the following Slack formatting inside your message:
Slack Mention | SmartSuite Formatting |
@channel |
|
@here |
|
@everyone |
|
@User |
|
To find a User ID, go to their Slack profile, click the three-dot menu, and select Copy Member ID.
Save & Activate Automation
Click Save Automation to store the configuration.
Choose Yes, switch it on to activate immediately or leave it off until you're ready.
Practical Use Cases
1. Automated Bug Notifications
Scenario: A new bug report is submitted in SmartSuite.
Solution: Automatically send a Slack message to the development team for review.
2. Sales Deal Alerts
Scenario: A sales deal reaches a critical stage.
Solution: Trigger a Slack message to notify the sales manager.
3. Task Assignment Alerts
Scenario: A new task is assigned to a team member. Solution: Automatically send a direct Slack message to the assigned user.
By integrating Slack with SmartSuite automations, you can streamline communication and keep your team informed in real time. Start automating today!