Slack Action Type

ProcessPlan can automatically post a message to a Slack channel based on action triggers - for example, announcing in a team channel that a new order process has started.

Connect Slack first

Before you can use this action type, your account must be connected to Slack:

1. Click Administration > Integrations > Integrations

2. Create a new integration, give it a name, and choose Slack as the integration type

3. Click Authenticate Slack and approve the connection to your Slack workspace

Set up the action

1. On the desired template, click the Automated Actions icon in the template designer menu

2. Give the action a name and select Post Slack Message as your Action Type

3. Select a trigger and add any conditions

4. In Action setup, complete the settings below

• Slack Channel - Choose the channel to post to. The list shows the channels in your connected Slack workspace

• Slack Message - The message to post. Use the Insert Field Token button to include values from your process fields

A link to the process is automatically added to the end of the message, so anyone reading the Slack channel can jump straight to the process in ProcessPlan.

Optionally, use the Complete Task step to automatically complete a process task with a success or failure response after the message is posted.