Sending Slack Notification
This article will help you understand how to send slack notifications.
With the Slack Notification component, you can
send direct notifications to your users on assignments
Send notifications in authorized slack channels
send notifications to managers
For using the slack notification component in the workflow you need to set up Slack Integration in the Settings page. If you haven’t set up slack integration, refer to this document.
Sending notifications using Slack Notification Component :
Open a new workflow and add New Lead trigger component and Route To Team component.
Drag and drop a Slack Notification component below the Route To Team component.
Open the slack component and select whom to send the slack message. You can use three different options:
Select an Owner field: This will directly send a notification to the selected owner field of the record based on user email as an identifier if that owner is a member of the slack organization.
Select User: This will send all assignment notifications to a particular user in slack.
Select Channel: This can be used to send notification of all assignments to a particular authorized slack channel.
Note: If you are not able to see your slack channel, please reload the page and open the canvas again. Or check if the channel is authorized to be used by PowerRouter. Learn more <link>
Each Slack Component has a unique template that serves as the foundation for new Slack messages to be built. You can add desired fields by clicking on Add fields.
For adding fields we have two text boxes.Label: Here you need to enter the label of the field which you want to add. For example, to add a City field, we can add a text City as a label.
Field: Here you need to enter the field’s api name in the following format {$api_name$}. For example, {$City$} will fetch the City field’s value of the lead record.
Slack notifications using other components:
Some components have inbuilt slack notifications. For these components, you would not need to use the Slack Notification component explicitly. Components that support inbuilt slack notifications are:
Route To Team
Route To Matched Account
Route To Matched Lead
Route To Matched Opportunity
Route To Matched Contact
Route To Duplicate Lead
Route To Duplicate Contact
Assign Owner/Queue
Convert Lead and Merge Contact
Merge Lead
You can choose ‘Notify users by Slack On Record Assignment‘ or ‘Send Slack Message’ under these Components to deliver a message to assigned users. This will use the default slack template for sending notifications.
The default slack notification template can be changed from the Template page under Slack Notification in Integrations Settings.
