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Slack integration with Workflows enables seamless communication and collaboration, empowering users to automate tasks and streamline processes efficiently. With this integration, you can automatically notify a channel or an individual, allow approvers to respond from within Slack, and more!
Here’s how you can complete the setup
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Login to HappyFox Workflows
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On the left pane, under the Apps section, click Slack
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Click Authorize
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On the top right, Choose the required Slack Workspace
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Choose a channel under the section Where should HappyFox Workflows post? (P.S Workflows is added to this channel to finish the integration, however you can add more channels later)
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Click Allow to complete the setup.
8. Now go to your Slack Workspace
9. Click on the '+' icon within the Slack->Apps Section
10. Now search for HappyFox Workflows and click Add.
11. The integration between Slack and HappyFox Workflows is now complete.
Using Slack Actions within your Workflows:
- While building your workflows in Happyfox, navigate to the Actions dropdown menu.
- Choose the Slack app from the list of available apps, then choose your preferred action.
- By default, you will see the list of public channels where you can send messages.
- Select the desired channel from the dropdown to send your message.
- To send messages to a private channel, open your Slack workspace.
- Click on the Private channel where you want to send the messages.
- Next, click on the down arrow next to the channel name to open the channel settings.
- From the settings menu, click on the Integrations tab.
- Click on Add Apps and search for Happyfox Workflows.
- Once you find it, click on Add to successfully add Happyfox Workflows to the private channel.
- After adding Happyfox Workflows to the private channel, you will now see this private channel listed under the Slack actions in your workflows.
