🔐 Available for all plans (currently in Beta)
🎯 For those who want to create HTTP requests and further customize their automation
⏩ Content Summary:
The step-by-step guide below shows how to build automations sending HTTP requests to:
Slack messages
How to send a message to a Slack channel from Pipefy
To send a message to a Slack channel from any action that occurs in Pipefy, you will need to set up your automation as described below:
In Pipefy:
Find your pipe automations and select Create new automation.
Select the trigger that makes the most sense for your process. Select Make an HTTP request.
In Method, select POST.
In URL, fill out: https://slack.com/api/chat.postMessage.
In Authentication, choose Authorization, then type the command Bearer and copy your Slack Token (you will learn more about this below).
For this request, a header is not necessary.
In Request body, fill out the following information in JSON format:
{
"channel": "ID",
"text": "Message"
}In "channel", replace your ID with the Slack channel ID to which you want to send the message.
In "text" replace Message with the message you want to send. Remember: You can use any data from the card to customize your message with the required information.
Lastly, you can choose to map the Long text field to preview the results of your HTTP request.
In Slack:
Create an App in your company’s environment in Slack.
Assign all the permissions necessary to send messages to your chosen channels. Learn more about Slack permissions.
Inside the building area of your App in Slack, find the value that must be filled out in the automation’s Authentication section. Remember to enter the value as "Bearer YOUR_SLACK_TOKEN."
If you have any questions or issues as you build, consult Slack documentation about their API.
Conclusion: When everything is set up correctly, your desired message will arrive at the selected Slack channel in this format:
💡Tip: If your automation doesn’t work at first, use the mapping response of your HTTP request for a Long text field view of your pipe; this will help you understand what’s going wrong.
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