How Post to Slack Channels from Capacity

Introduction:

This support article will guide you through the process of creating a new Slack app and using it to post messages from Capacity. By following the steps outlined below, you can easily integrate your Slack workspace with your Capacity workflows and guided conversations.

Step 1: Create a New Slack App

  1. Navigate to your Slack apps page (https://api.slack.com/apps) and click on "Create New App."
  2. Enter a name for your app (e.g., "Capacity Demo App") and select the desired workspace.
  3. Click "Create" to start configuring your app.

Step 2: Set Up Incoming Webhooks

  1. Visit the "Incoming Webhooks" page in your app's settings.
  2. Enable incoming webhooks by toggling the switch to "On."
  3. Scroll down and click "Add New Webhook to Workspace."
  4. Select a channel where you want your app to post messages and click "Authorize."

Step 3: Generate a Webhook URL

  1. After authorizing your app, you'll be provided with a webhook URL.
  2. Copy this URL, as you'll need it later when configuring your Capacity workflow.

Step 4: Configure Your Capacity Workflow

  1. Open your Capacity workflow editor and insert a Slack integration node.
  2. Connect the node into your workflow and assign a name to it (e.g., "Demo Post to Product").
  3. Select the "Send a Message" action and provide a message ID.
  4. To get the message ID, paste the webhook URL you copied earlier and remove everything before and including "services/",  EXAMPLE:  https://hooks.slack.com/services/T2XXXXXX/BXXXXXXXX/3WGXXXXXXXXXXXXXXXXXX.
  5. Enter the body of the message you'd like to post (e.g., "Hello World").

Step 5: Test Your Workflow and Monitor Results

  1. Save and publish your updated Workflow.
  2. Test your Workflow to verify that messages are being posted to your designated Slack channel.
  3. Monitor the results and make necessary adjustments as needed.


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