"Send Channel Message" node

The Send Channel Message node allows you to create a business-oriented workflow for sending notifications to your team members in a Slack channel. For example, you may send notifications immediately after a deviation occurs in your workspace.

Prerequisites

Create an incoming webhook in Slack and learn how to build it JSON request body.

Node configuration

Note: Fields marked with the icon accept snippets or inserts. This integration allows usage of profile-related inserts.

1. Go to Automation > Workflows > Create new.
2. Start the workflow with a trigger node that doesn’t contain a customer’s context (for example, Scheduled Run).
3. On the trigger node, click THEN.
4. From the dropdown list, click Slack > Send Channel message.
5. To allow the data exchange, establish a connection between Synerise and Slack, click Select connection.
6. From the dropdown list, select the connection.
   • If no connections are available or you want to create a new one, see Create a connection.
   • If you selected an existing connection, proceed to defining the integration settings.

Create a connection

If you haven’t established any connection yet or you want to create another, establish a connection between Synerise and Slack that facilitates the exchange of data.

1. In the Connection name field, enter the name of the connection.
   It’s used to find the connection on the list.
2. In the Incoming webhook URL field, enter the webhook you created as a part of prerequisites.
3. Confirm by clicking Apply.

Define the integration settings

4. From the Type of message dropdown list, select the type of the message you want to create:

   • Simple message - Choosing this option lets you write a plain text.
   • Interactive message (JSON) - Choosing this option lets you build messages with sections, buttons, links, simple surveys.

5. Follow the scenario according to the message type you selected:

   • If you selected the Simple message option:
     1. In the Text of message field, enter the text you want to include in the message.
   • If you selected the Interactive message (JSON) option:
     1. In the JSON body of message field, enter the structure of the message as the JSON body.

     

6. Confirm by clicking Apply.
   Result: When the Send Channel Message node is executed, a slack.sendChannelMessage event is generated on the activity list of the profile who is the actor in the workflow.

Test integration

You can run a test request. If the request body contains a dynamic reference to a profile attribute and/or an event data from preceding nodes, then you can define the context using test profile data.

1. In the Test integration section, click Send test request.
   Result: A test request builder opens. If:
   • a request body contains dynamic references, the request preview appears after you select the context of test profiles and events.
   • a request body contains static data, the preview of the body request appears immediately.

   

2. If your request contains dynamic references (otherwise, the options aren’t available):
   • From the Test profile dropdown, select a test profile in the context of whom the test request will be performed.
   • From the Event context dropdown list, you can select a particular occurrence of an event whose values/information will be used for the test request.
     1. Select a test profile.
        Result: A history of test profile events appears.

        

     2. From the list of events, select one whose data you want use as a context. If there is no event you can use, in the upper-right corner of the pop-up, click Define own event and provide the body of the event.
     3. Confirm by clicking Apply.
3. Verify the request body. If there is someting you want to change, come back to the node settings from previous steps.
4. If the request body is ready to test, in the upper-right corner, click Send request.
   Result: The response section appears and the Update response event button becomes active.
5. Optionally, you can update response event with new parameters by clicking Update response event in the upper-right corner.

Example of use

Read our use case that uses the Send message to Slack channel node