See the Channel Catalog to see which Plans have access to this channel.
Slack is a cloud-based proprietary internal instant messaging platform that can replace email as a primary communication tool.
Please note that terms used in the Slack channel categories are Slack specific terminology.
How to Connect
- On the My pipelines page, select Create Pipeline.
- Search for or select a step, and then select it to add it to the pipeline.
When you add a step to a pipeline, it is added to the canvas of the pipeline designer. - Expand the Connection section of the step, and add the required information.
For more information about connections, see How to connect to a channel.
Connect to Slack
- Expand Slack in the list of channels on the right side of the page and click Connect to Slack.
- In the pop-up window, click Connect.
- Review permissions. Your permissions are based on your existing Slack account. You can select specific permissions or allow all the options. You may need to scroll down to access all the permissions. When finished click Connect to Slack.
Note: Identity permissions are default-checked and locked. Depending on the permissions granted, integration and functionality will be affected.
Allow Pipelines to connect to your Quickbase account. More information can be found by expanding each of the questions. When complete click Allow.
Use Cases
Here are some use case examples to help you understand how to use the Slack channel.
Slack to Jira
Whenever a request is entered in our request Slack channel, we want to generate a Jira ticket.
First, we trigger the Pipeline whenever a new request is posted in the request Slack channel
Then we create a Jira ticket using the content from the Slack message:
How to reconnect
You may need to reconnect your account to a channel. Reasons may be (but not limited to):
- If you need to connect a different account.
- Authorization updates, such as a changed password.
- Editing the access rights that Pipelines has to the channel.
To reconnect:
- Select a pipeline that already has this channel in it.
- Open a step that contains this channel.
- Under account, select Connect (or reconnect) and follow the process above, How to connect.
Steps
The steps you can use with Slack fall into three categories: Channels, Messages, and Users.
Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.
| Type | Name | Description |
|---|---|---|
| Channels | ||
| Trigger | Channel Created | Triggers when a new public channel is created. |
| Action | Create a Channel | Creates a new public channel that anyone on your team can join. |
| Action | Open a Direct Message Conversation | Opens a new or existing direct message conversation to a user. |
| Query | Search Conversations | Queries for available public and private channels. |
| Action | Look Up a Conversation | Looks up a public channel, private channel, or direct message conversation. |
| Messages | ||
| Trigger | Message Posted | Triggers when a new message is posted to a public or private channel. |
| Action | Send a Message |
Posts a new message to a public channel, private group, or 1:1 channel. To have your message include a link a Quickbase record, you need to include the URL to the record, and format the link like this:
<url|{{a.article_title}}>
Where url is the format like this for example:
https://team.example.com/db/br96hhhme?a=dr&rid={{a.id}}
To send a message to an individual directly, in the Conversation field, enter just the id:
{{a.id}}
|
| Query | Search Messages | Searches messages in conversation history based on specific search criteria and returns a list. |
| Users | ||
| Query | Search Users | Finds all the matches to your search term and returns a list. |
| Action | Look Up a User | Finds a specific user that meets your criteria. |
Use Cases
Here are some use case examples to help you understand how to use the Slack channel.
In this case we are using Google Calendar to send a Slack message when a specific event has been created.
- Add a Google Calendar Event Created trigger step to trigger when a new event has been created in the Birthday calendar.
- Add a Slack Send a Message action letting a specific channel know that a birthday event has been created.
