Send messages to Slack via Zapier

Send messages to Slack via Zapier

You can automatically send messages to Slack, the same way as you can send emails and create calendar events. If you send messages to any #channel, the messages can be sent from you. If you want to send a private message the sender is a bot.

This is a step-by-step guide how to send messages on Slack as part or you Introist workflow.

Prerequisite:

Signup for a free (or premium) account for Zapier at zapier.com. The free tier will work fine.

Step 1:

To send message(s) to Slack as part of the workflow, select "Add Step" on the top right corner and select "Other Action"

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Step 2:

Select when you wish the Slack message to be sent, add a step title. Leave the URL field blank. Click "Save"

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Step 3:

Go to zapier.com and sign in. Select "Create Zap" on the top left corner.

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Introist step works as a trigger to send the message to Slack. In the search box, type "introist" and select the newest version.

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Note: for the time being, Introist team needs to invite your organisation to use the Zapier integration. Ping our team in shared Slack channel, if you don't find Introist from the list.

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Click "sign in to Introist". The API key that is asked can be found from your Introist, under settings from the left navigation panel.

Select "Step Trigger" as Trigger Event. Hit Continue...

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Select your Introist account, and continue

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Step 4:

Now, you need to go go back to Introist.com and find the ID's from the step. Copy and paste the Workflow id & Step id's.

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Once copy-pasted the ID's, hit "continue" and "Test Trigger"

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Step 5:

Next, click continue to set up the action on Slack. Search for Slack.

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Depending on what you want to do, select the event from the list. In this example we'll send channel a message. Choose the action and "Continue"

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Step 6:

Choose your Slack account from the list. Continue.

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Step 7:

This is the funny part - the part where you get to design the message and from whom it will be sent from. In this example we'll notify #announcements channel the new hire has been signed so everyone will know who and when they will start. This message comes from a bot.

Our message will look like this (obviusly "firstname" & "lastname" will be replaced by the person's name):

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  1. Select channel from the list
  2. In the "Message Text" box you can write the message that appears on Slack. You can also use the properties from Introist to customise the message.
  3. If you choose that a bot will send the message, you can add an icon from the emojis on your Slack.

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And voilà! You have added a message to Slack as part of the step.

Note: the URL field in Introist, will autopopulate once the action has been triggered.

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Step 8:

Enjoy success 😎

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Sending to Private Slack Channel as a Bot