Prerequisites

  1. Active Slack account.
  2. Slack workspace URL (it looks like example.slack.com).

Triggers

⚡️ Get Data from Workflow

Description: It can be used to trigger the bot when a Slack workflow gets executed. You need to save the bot set up and link your Slack workflow to this bot to run this. You can refer to this help article for more information on how to use this trigger.

The output fields on the Slack workflow trigger need to be configured in Slack after Automate.io has been integrated into your Slack workspace. You can select the created bot and then create the input fields either by inserting a variable or a value in ‘Input Field 1’ as shown in point 3.9 in this help article.

Data limits: We're supporting a maximum of 10 input fields from Slack.

Actions

✅ Send a Direct Message

Description: Used to send a direct message or DM (customizable) to a Slack user in your Slack workspace. You can send this message as a bot, with a name and icon of your choice.

In case you are unsure about specifying a receiver, you may use Search User action right before this action.

✅ Send a Channel Message

Description: Used to send a message (customizable) on a public OR private channel. You can send this message as a bot, with a name and icon of your choice.

In case you are unsure about specifying a receiver, you may use Search User action right before this action.

To mention a channel or everyone (#channel or @everyone), use the below text in the ‘Message Body’ input field OR refer to this help article.

i) <!channel> for #channel

ii) <!everyone> for @everyone

iii) <!here> for @here (Normal text)

✅ Search User

Description: Used to search or find a user in your Slack workspace. You need either the user's name or email address to use this action.

Usually, ‘User ID’ output field is used to map to Send a Direct Message action as shown in the screenshot below.

✅ Set a Reminder

Description: Used to set a reminder for yourself or for a user in your Slack workspace. You can specify the date and time for the reminder, text that needs to be included in the reminder.

To set a reminder for someone else, you need to specify the User ID. Use Search User action before Set a Reminder to get the User ID as shown in the screenshot below.

✅ Set Status

Description: This action is used to set your Slack status. You can specify the text to be set as your status on Slack. You can also specify an emoji as shown in the below examples.

:smile: for 😄

:cry: for 😢

:mask: for 😷


Common problems with Slack integration

❗️ Error: channel_not_found.

Recent changes in Slack have introduced new scopes for sending a message to a Private Channel or to a Group Conversation. You may refer to the below videos as per your requirements.

Sending a message to a private channel:

Sending a message to a group conversation:

❗️ Error in Action Parse with Send a Channel Message action.

This error message usually occurs while using Send a Channel Message action. Please add scopes as mentioned in point #1 to fix this error.

❗️ Error: You have reached the maximum of 10 installed apps.

If you are using the free version of Slack, you can only install up to 10 third party or customizable apps. Upgrading to a paid subscription of Slack will remove the app limits and increase the allowed number of apps on your account.

❗️ I added Automate.io as an app on Slack but it shows: this is still a work in progress.

If the Automate.io app has not been added to your Slack workspace, the bot(s) won't have enough permissions to perform some actions. Please try to disconnect the Automate.io app from Slack and try to reconnect it.

In case the issue persists, you will need to wait until the Slack interface shows you a confirmation window.

❗️ I put @user in my message but the user did not get tagged.

To mention a channel or everyone (#channel or @everyone), use the below text in the ‘Message Body’ input field OR refer to this help article.

  1. <!channel> for #channel
  2. <!everyone> for @everyone
  3. <!here> for @here

❗️ I cannot see my channel name in the Send a Channel Message action.

While using the Send a Channel Message action of Slack, ‘Public Channel’ and ‘Private Channel’ dropdown fields show only 100 channels in the list. If there are more than 100 channels in your Slack workspace, follow the below steps.

  1. Open the required dropdown field and select ‘use custom value’.
  2. Copy the channel ID from your Slack channel. To get the channel ID, open your slack webpage (https://[yourteam].slack.com) and then simply open the channel. The channel ID is displayed in the browser URL.
  3. Paste the ID in ‘Public Channel ID’ or ‘Private Channel ID’ field.
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