Slack Integration

Creating a Slack application

Navigate to the following Slack URL to create/configure a slack Application: https://api.slack.com/apps.

Click the "Create New App" button on the top right corner, and choose the "From scratch" option:

Give the App a name, and choose the desired workspace:

Click "Create App" to continue.

On the following page, configure the features/functionality of the App. Select the "Permissions" tab:

Scroll down to the "Scopes" section, and add the following permissions to the App:

Installing a Slack application to a Workspace

Navigate back to the top of the page, and Install the App to the desired Workspace:

Accept the permission request:

Make a note of the Bot User OAuth Token. It will be needed in the following steps:

Adding a Slack application to a Channel

Navigate to the Slack workspace. Click on the channel name to see the channel details. Choose the Integrations tab:

Scroll down and select "Add apps" to add the App to the Slack channel:

See the confirmation message in the Slack channel:

Configuring in Fluency

Legacy interface

The API Actions page and its Actors and API Configs, used in the Slack Actor, Slack API, and Behavior Action steps below, belong to the legacy interface and do not exist in the current one. In the current interface, use The Slack notification endpoint immediately below.

The Slack notification endpoint

Two steps, on two pages:

v2 interface

1. Connect the Slack workspace on Configuration → Integrations: click + Create Integration and choose Slack under System Notification Export. This is the step described under Platform Integration (System Notification Export) at the foot of this page, and it is where the Bot User OAuth Token recorded above is pasted.

2. Create the endpoint on Configuration → Notifications. On the Endpoints tab, click Slack in the header. The Add Notification Endpoint dialog opens with Type fixed to Slack:

   • Details: Name (required), Type, and FPL Action (required, a drop-down of the account's Slack actions).
   • Slack Configurations: Integration (required, a drop-down listing the Slack integrations configured in step 1) and Channel (required, the channel name to post to).

   Click Save to create the endpoint, or Cancel to close the dialog.

   

The endpoint then appears as a card on the Endpoints tab; the red Delete in its header deletes it, behind a confirmation.

Classic v1 interface

1. Connect the Slack workspace on Platform → Applications → View Integrations: the New Integration view, Slack under System Notification Export. This is the step described under Platform Integration (System Notification Export) at the foot of this page, and it is where the Bot User OAuth Token recorded above is pasted.

2. Create the endpoint on Platform → Administration → Notifications. On the Endpoints tab, click the round Slack icon button at the right of the header. The Add Notification Endpoint dialog opens with Type fixed to Slack:

   • Details: Name (required), Type, and FPL Action (required, a Select a value drop-down).
   • Slack Configurations: Integration (required, a Select a value drop-down listing the Slack integrations configured in step 1) and Channel (required, a text field with the placeholder Enter channel name).

   Click Save to create the endpoint, or Cancel to close the dialog.

   

The endpoint then appears as a card on the Endpoints tab; its options button (...) offers a single Delete entry, behind a confirmation dialog.

The older API Actions route

Refer to the main page of Actions.

Slack Actor

For a Slack actor:

(1) Click "MANAGE ACTORS" on API Actions page;

(2) Click "+ ACTOR" and choose "slack" from the pull-down menu;

(3) Fill in the name and Slack App token, click "SAVE".

Slack API

(1) Switch to the second tab "APIS/ENDPOINT" on API Actions page;

(2) Click the button "+ API CONFIG" and choose "Slack-Message" from the pull-down menu;

(3) Configure the "Actor Name" and choose the "Slack Actor" added above ("Slack_Fluency");

(4) Click Save to add the API configuration.

Behavior Action

(1) Switch to the first tab "ACTIONS" on API Actions page;

(2) Click the button "+ ACTION" to add a new action. Choose the Behavior(s) alerts to be exported, and select the "Slack API" added above in the Actions box:

(3) Click "SAVE" to add the Behavior Action.

Platform Integration (System Notification Export)

Alternatively, Slack can be configured as a Platform integration.

v2 interface

In the navigation rail, open Configuration and choose Integrations, then click + Create Integration.

The Create Integration dialog lists the integration types as tiles, grouped by category. Click the Slack tile, under System Notification Export.

The Add Slack panel opens. Enter a Name, paste the Bot User OAuth Token into Token, and click Save. The name must start with a letter and hold only letters and digits, under 40 characters: no spaces, hyphens or underscores, so SocSlack rather than SOC Slack or soc-slack (see the name rule). The integration then appears as a card on the Integrations page, under System Notification Export.

Classic v1 interface

Log into Fluency, open Platform → Applications in the navigation bar, and click View Integrations to open the Integrations page.

On the Integrations page, go to the New Integration view and click the Slack tile, under System Notification Export.

The Add Slack panel opens over the right of the page. Enter a Name, paste the Bot User OAuth Token into Token, and click Save.