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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:

Slack API apps page with Create New App and the From scratch option

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

Dialog asking for the app name and the target workspace

Click "Create App" to continue.

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

App configuration page with the OAuth & Permissions tab selected

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

Scopes section with the bot token scopes being added

Installing a Slack application to a Workspace​

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

Install to Workspace button at the top of the OAuth page

Accept the permission request:

Slack permission request screen for the app

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

OAuth page showing the Bot User OAuth Token

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:

Slack channel details with the Integrations tab selected

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

Integrations tab with the Add apps option

See the confirmation message in the Slack channel:

Confirmation message in the Slack channel that the app was added

Configuring in Fluency​

Describes an older version of the product

The API Actions page and its Actors and API Configs used in the Slack Actor, Slack API, and Behavior Action steps below do not exist in the current interface. Use The Slack notification endpoint immediately below instead.

The Slack notification endpoint​

Two steps, on two pages:

  1. Connect the Slack workspace on Platform → 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.

    Add Notification Endpoint dialog for a Slack endpoint

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".

Manage Actors dialog on the API Actions page, with a Slack actor named and its app token entered

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;

APIS/ENDPOINT tab of the API Actions page with the + API CONFIG button

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

API config form with the Slack-Message type and the Slack_Fluency actor selected

(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:

ACTIONS tab with a new action selecting the behaviors to export and the Slack API to send them through

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

Platform Integration (System Notification Export)​

Alternatively, Slack can be configured as a Platform integration.

Log into Fluency, and navigate to the Integrations page under the Platform menu in the navigation bar.

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

Fluency navigation bar with the Platform menu open on the Integrations option

New Integration view with the Slack integration under System Notification Export

On the left-side panel, fill in the name and token, and click "SAVE".

Left-side panel with the Slack integration name and token entered, and the SAVE button