How to Connect Slack as Data Destination
The integration allows you to send messages to a channel or user in Slack in response to an action on other systems. For example, if there is a new row in Google Sheets, the lead in the CRM has moved to another stage of the funnel, or when a new lead appears on your website, the message will be automatically sent to the channel or user. This will allow you to automate workflows efficiently and save a lot of time.
Let's go through the entire Slack setup steps together!
Navigation:
1. What will integration with Slack do?
2. How to connect your Slack account to ApiX-Drive?
3. How to set up data transfer to Slack in the selected action?
4. An example of the data will be sent to your Slack.
5. Auto-update and update interval.
Once you've set up a Data Source system, such as Google Sheets, you can set up Slack as a Data Destination.
To do this, click "Start configuring Data Destination".
Select the system as Data Destination. In this case, Slack must be specified.
Next, you need to specify an action, for example, "Send MASSAGES (channel)".
- Send MESSAGES (channel) - data from the Data Source will be posted as messages to the channel.
- Send MESSAGES (user) - data from the Data Source will be posted as private messages to the user.
The next step is to select the Slack account from which will get the data.
If there are no accounts connected to the system, click "Connect account".
To connect your Slack account, follow the sequence:
1. Sign in to your Slack workspace
2. Enter your Slack username and password
3. Click "Allow" to grant ApiX-Drive permission to work with your Slack
4. After authorization, select the connected Slack account and click "Continue"
Now, you need to select a channel and create a message from the data that will be sent to Slack.
Expand the drop-down list and select the required indicators.
If necessary, write any constant variables in a field, or select the desired variable from the drop-down list to build a message, as shown in the example.
When the message is generated, click "Continue".
If you need to send messages to multiple channels, then create another connection and select a different channel.
Now you can see the test data of what your message will look like.
To check the correctness of the settings - click "Send test data to Slack" and go to your Slack to check the result.
If something does not suit you - click "Edit" and go back one step.
If everything suits you - click "Next" for further settings.
This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.
Attention! In order for the scheduled launch to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes the setup of Slack as a Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!