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Workflow Action: Slack Message

Overview​

The Slack Message action in Stack allows you to send notifications directly to Slack. Whether it's reaching out to a specific user, a private channel, or a public channel, this action ensures seamless communication. Keep your team informed about important activities or updates effortlessly. Note that this is a premium action and will incur additional charges for each execution.

Action Name​

Slack Message

Action Description​

The Slack Message action lets you send a tailored message to a specified Slack account. You can choose to send a direct message to a user, post in a private channel, or broadcast in a public channel. This feature streamlines communication by automating notifications for various events like task completions, contact updates, or new lead assignments.

Action Details​

FieldDescriptionMandatory
Choose an AccountSelect the Slack account you want to send notifications to.Yes
EventChoose the type of message to send: direct message to a user, private channel, or public channel.Yes

How to Configure:​

  • Choose an Account:

    • Select the Slack account from the dropdown list where you want the message to be sent. This ensures the message is delivered to the correct workspace.

  • Event:

    • Send Direct Message to a User: Choose this to send a private message to a specific Slack user.
    • Send Private Channel Message: Select this to notify a designated private channel.
    • Send Public Channel Message: Use this to notify a public channel where everyone in the workspace can see it.

Suggested Triggers to Combine with This Action:​

  • Task Added: Notify a Slack channel when a new task is assigned to a user.
  • Opportunity Status Changed: Send a message to a sales channel when the status of an opportunity changes.
  • Form Submitted: Send a notification to a specific channel when a customer submits a form.

Example​

Imagine you want to notify the "Marketing Team" channel on Slack whenever a new lead is added to the system and tagged as "High Priority."

Workflow Configuration Example:​

  • Trigger: Contact Added
  • Filters: Tag = High Priority
  • Action: Send notification to Slack
    • Choose an Account: Your account
    • Event: Send Private Channel message
    • Channel: #Marketing Team
    • Message: A new high-priority lead has been added. Please check the details.