Go to section:

What is an Action?

An automation action is a step that performs a task, activity, event, or change. Think of a 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 allow you to automatically generate a message in Slack when conditions of your trigger are met. If you haven't already, we also recommend that you check our our articles on creating an automation and managing automations for more information about setting up new workflows.

Setup

Prerequisites

To use Slack you will need to have an existing Slack account. Slack actions are part of SmartSuite's automations system, which all account types have access to. Simply click the Automations option in the Solution drop-down menu (see image below).

Note

This action requires Solution Manager permissions or the Administrator role. To learn more, please see our article on roles and permissions.

Accessing the Automations configuration interface:

Create a New Automation

Once the Solution Automations dialog is displayed, click Add Automation to begin creating an automation that will interact with Slack.

Choose a Trigger

You will need to set up a trigger to tell the Automation when to run and which record to use as the source of data for your INTEGRATION actions.

For example, you might be tracking user-submitted help requests in SmartSuite. If you wanted to create a new INTEGRATION ITEM when a bug is created, you would select a When a Record is Created trigger to initiate the automation when the SmartSuite record is added.

Select the Send Message Action

After creating your automation and selecting your Trigger, you can select Slack from the Integrations section of the Add Actions list, then click the Send Message action to start configuring your message.

How to Send a Slack Message

Whenever your automation trigger fires and the conditions are met, the Slack Send Message action will create a new issue record. Configuring it just requires a few clicks.

You will be prompted to select or connect your Slack account. Once your account is connected, you will be able to configure your Slack notification.

If you are not authenticated you will be prompted to log in to your INTEGRATION account.

Provide the credentials you would like to use to connect to INTEGRATION. Then accept the request to connect:

When your account is connected, you will be returned to the action configuration screen.

You can now specify the details for the Slack message you want to create. Customizable fields include:

Select Channel. Pick the Slack channel you want to send your message to.
Message. Create your Slack message here, using either static text, fields from your trigger, or a combination of both. Click the plus (+) icon to add a reference to a field, which will substitute the triggering record's value for that field when the message is sent.
More Options. Click More options to set the following:
- Bot Name. The name to display for your bot's messages.
- Bot Icon. Choose an icon to display next to your bot's name.
- Unfurl Links. When checked, Slack will be configured to automatically expand links included in the message.

When you're done, click Save Automation at the bottom-right corner of the screen to save the automation and its configuration.