How do you configure Slack add-on and send notifications from smart lists?

How do you configure Slack add-on and send notifications from smart lists?

Introduction:

This article explains how to configure the Slack Add-On for a company and send notifications from Contact Smart Lists to Slack. The process includes setting up a Slack app, configuring necessary permissions, and integrating it with the Mindmatrix platform. 


Steps to Configure Slack Add-On

 Enable Slack Add-On for the Company

  • Navigate to User Management > Companies in the dashboard.

  • Find the company for which you want to enable the Slack Add-On.

  • Click on Add-On List and enable the Slack Add-On for the selected company.

  • Once enabled, go to the company profile and click Configure Slack for Company.



Set Up Slack App for Integration

  • Log in to your Slack account.

  • Navigate to the Slack App Directory and create a new app by selecting Create New App from Scratch.

  • Choose the appropriate workspace for the app.

  • Now, you have access to your app credentials such as App ID and Client ID

 


Configure OAuth Scopes:

  • Go to the OAuth & Permissions section within your Slack app.

  • Under OAuth Scopes, provide the following required permissions:

    • channels: read

    • channels: manage

  • Similarly, under User Token Scopes, add:

    • channels: read


Set Up Redirect URL

  1. Specify the redirect URL for the Slack Add-On, which includes your server's URL followed by /slack/callback. For example: https://yourserver.com/slack/callback.
  1. Ensure that the redirect URL is correct, as Slack will use this during the OAuth process.


Install the App in Slack:

  • After configuring the OAuth scopes and redirect URL, click Install to Workspace.

  • Once the app is installed, it will appear in your Slack app list.

  • You can now view the app details, including the Bot User OAuth Token.

Enter Slack Credentials in Mindmatrix

  1. In the Mindmatrix dashboard, enter the required values such as Client ID, Client Secret, and Bot User OAuth Token obtained from Slack into the configuration fields.
  1. Save the configuration.

Allow Slack Permissions:

  • After saving the configuration, go to the User Profile and select Configure Add-On.

  • A permission box will open. Click Allow to grant the necessary permissions for integration with Slack.


Sending Notifications from Smart Lists to Slack:

Once the Slack Add-On is configured, you can start sending notifications from Contact Smart Lists to Slack.


  1. Open Smart Lists

  • Navigate to Lists > Smart Lists in the AMP dashboard.

  • Select the Smart List to which you want to send notifications.


  1. Enable Notifications

  • In the Smart List, go to Notifications & To-Do settings.

  • Check the box to enable sending Subject and To-Do Content to Slack.


  1. View Notifications in Slack

  • Once the notifications are triggered, they will be sent to the configured Slack workspace.

  • You will be able to see the notification content such as the Subject and To-Do message in the Slack app.


Conclusion:
The integration of the Slack Add-On with Mindmatrix allows you to send notifications directly from Contact Smart Lists to your Slack workspace. By following the steps outlined above, you can easily set up the Slack Add-On and ensure seamless communication between the Mindmatrix platform and Slack.

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