Slack + Process Street Integration (Beta)

You can integrate Process Street with Slack, using Process Street’s automations.

This automation allows you to send instant messages to a Slack channel, either when a task is checked or when a checklist is completed.

Plan: This automation is available to customers on all pricing plans.

Users: In order to create or update automations, you must be an Administrator, or a Member with “can edit” permissions.

Example use cases

  • You complete a customer discovery call checklist which you’d like your sales team to follow up on. You automatically share the details of that call in your sales channel once the checklist is complete
  • You’ve set up and scheduled the first day for your new hire to start work. You complete a task to notify your team and announce it as a message in your “announcements” channel

How to set up an automation with Slack

First up, you’ll want to add a Snippet form field into the template you are going to create an automation for. This allows you to combine static and variable fields into a message which you will use later in this automation.

Give your snippet a name in the label field, create the content of your message and save your template changes.

Pro tip: You can add formatting to your snippet, @mention, create hyperlinks and add emojis to your Slack messages. Learn more about formatting for Slack.

Once you’re done editing, click your template’s name to open it in view mode, and you will see the “automation” tab next to the template tab, as shown below.

Choose a trigger

Start by selecting the trigger for your automation, from the left side of your screen.

For Slack automations, you can choose from these two triggers:

  1. When a task is checked then
  2. When a checklist is complete then

Click the + button on your chosen trigger to get started.

Let’s walk through examples for each of these triggers and their respective actions.

1 – When a task is checked

In this example, completing the task “Notify the team” in our employee onboarding checklist, sends out a message to our “announcements” channel in Slack.

Choose a task

Start by selecting the task in your template that will act as your trigger.

Choose an app

Next, click the Slack icon and a small tick will appear to confirm your selection.

Choose an action

Select the action “send a message”.

Authentication

When you select your chosen action, a pop-up window will appear and you will be prompted to choose an account to run your automation through.

If it’s the first time you are connecting to Slack via Process Street, click “New authentication” and another pop-up window will appear for you to be able to create your authentication. When you’ve connected, you’ll receive an email notification confirming this.

If you already have an account connected, then you can continue with the one shown, or select another account to add.

Note: You will need to disable pop-ups blockers to allow you to authorize an app.

Configure message

Next, you’ll be asked to select the field containing the body of the message you’d like to send in Slack. Use the Snippet form field that you added to your template.

Post location

Select the channel you would like to post your message into.

Post as user

Select to send the message either as yourself (as the authenticated user) or the Process Street bot 🤖.

When you’re done, click “Finish”.

Activate this automation

Now you’re ready to turn on your automation. Use one on the toggle switches shown below, to switch it on.

Now every time your task is checked, an instant message will be sent to your chosen Slack channel.


 

2 – When a checklist is complete

In this example, completing a checklist from our employee onboarding process sends a message to our finance team to ask them to add the new employee to payroll.

Create a snippet for this message in your template (adding a note into your template, as per the example below, is optional).

Save changes to your template and navigate to the automation tab.

Choose your trigger

Select “when a checklist is complete” from the left side of your screen.

Choose an app

Next, click the Slack icon and a small tick will appear to confirm your selection.

Choose an action

Select the action “Send a message”.

Authentication

When you select your chosen action, a pop-up window will appear and you will be prompted to choose an account to run your automation through.

If it’s the first time you are connecting to Slack via Process Street, click “New authentication” and another pop-up window will appear for you to be able to create your authentication. When you’ve connected, you’ll receive an email notification confirming this.

If you already have an account connected, then you can continue with the one shown, or select another account to add.

Configure message

Select the field containing the body of the message you’d like to send in Slack. Use the Snippet form field that you added to your template.

Post location

Select the channel you would like to post your message into.

Post as user

Select to send the message either as yourself (as the authenticated user) or the Process Street bot 🤖.

When you’re done, click “Finish”.

Activate this automation

Now you’re ready to turn on your automation. Use one of the toggle switches shown below, to switch it on.

Now every time your checklist is completed, an instant message will be sent to your chosen Slack channel.


 

Advanced

If you’re looking to create a really robust integration with Slack, you might also consider using our Slack app, which allows you to work on tasks and complete checklists without needing to have Process Street open.

Edit an automation

To be able to edit the fields you have mapped in your automation, or change the triggers or actions, you first need to turn off your automation using one of the toggle switches.

Delete an automation

To remove an automation from a template, you can delete it, but first, you will need to ensure that it has been switched off. Turn the toggle switch to the “off” position and then click the trashcan icon in the top right of your view to delete the automation.

Limitations

There are no filters, delays, or formulas built into automations at the moment. To be able to utilize these types of functions, you might want to consider using a Zapier integration for your automation.

Request another app

If you would like to request that we add another app to our automations, you can do that from the automation tab in your template.

Troubleshooting

If your automation stopped running, isn’t working as expected, or is showing errors, there might be a few reasons for this. Please check the following:

  • Did you turn the automation on once you set it up? Each automation has a separate “on/off” toggle switch
  • Did you edit your template, change or delete a form field that you were mapping in your automation? If you did, then this may cause your automation to stop running
  • Did you edit your template but not save the changes? You need to have saved any edits to your template to have the latest version pull through to your automation
  • If you are updating a checklist with data from another app, you may need to refresh your checklist to see that data pulled through
  • Each time your automation runs you will see a record of success or failure, in your run logs

Run logs

You can check your automation run logs to see how your automations are running, or check for errors. You will find the automation run logs in two places, at the template level or on checklists.

In your template on the automations tab, select an existing automation from the left side of your screen (highlighted in blue below). At the bottom of your page, you will see a list of all of the automation runs for that template. If your automation hasn’t run yet, you’ll see something similar to the below.

In a checklist, in the upper right-hand corner of your task list, you’ll see the lightning bolt icon . Click the icon to see the run logs for that particular checklist.

If you have any errors, click the word “Error” to expand more information on why your automation didn’t run.

The lightning bolt icon will only show up on checklists that have automations configured on them. This is an automation’s idle state.

When an automation is running, you’ll see the bolt change to the icon.

Once the automation finishes running, you’ll see either for success or for failure. If it’s a failure, you can click on the X to see the run logs and then click on the “Error” log for more information.

If you have any questions about using automations, please reach out to our customer success team.


 

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