Connecting to Slack

    Summary: With our Slack Integration SDK you are able to extend your Ziflow online proofing operations to include real-time notifications to Slack for new proofs, comments, decisions, and more to keep your team up to date in the tools they're already working in. 

     

    How to connect with Slack

     

    To integrate Slack with Ziflow, open the Connect tab in the Ziflow account and then click on the Applications tab on the left. Once inside the Applications menu click on the Connect Application button and select Slack from the list. 

    Once you authenticate in Slack and authorize Ziflow to connect with the Slack account, you can start setting up automated actions between Ziflow and Slack.

     

    Setting up Slack automated flows

     

    Once Ziflow and Slack are connected, you can begin setting up automated flows to send information to Slack. Start by going to the Connect tab and by clicking on a Create Flow button in the right upper corner of the screen.

    Select Ziflow as the Application and choose which Event (new proof/version, decision made, new comment/reply, comment resolved, comment labeled) you want to trigger the integration.

    You will be presented with the event details page, which will vary depending on which event you selected:

    1. Triggered by - select the type of request that will trigger the Zibot.
    2. Created in - select the Ziflow folder that will be monitored by this flow.
    3. Created by - select the user that will be responsible for this flow activation.

    1. Triggered by - select the type of request that will trigger the Zibot
    2. Modified in - select the Ziflow folder that will be monitored by this flow 

    1. Triggered by decision made - select what level decision needs to be made in order to activate the flow.
    2. Type of decision - choose the type of decision that needs to be made in order to activate the flow.
    3. Created in - select the Ziflow folder that is going to be monitored by this flow.

    1. Triggered by new comment / new reply - choose which option should activate the flow.
    2. Made by - choose if a Zibot should be activated by a specific reviewer or by anyone that adds a comment/reply.
    3. Created in - select the Ziflow folder that is going to be monitored by this flow.

    1. Created in - select the Ziflow folder that is going to be monitored by this flow.

    1. Comment is labelled as - select which label(s) should trigger a Zibot.
    2. Created in - select the Ziflow folder that is going to be monitored by this flow.

    1. Triggered by - select which type of the proof updated event should trigger the Zibot
    2. Modified in - choose the Ziflow folder that is going to be monitored by this flow.

    1. Triggered by - select which type of the stage updated event should trigger the Zibot
    2. Modified in - choose the Ziflow folder that is going to be monitored by this flow.

    1. Triggered by - select which type of the stage updated event should trigger the Zibot
    2. Modified in - choose the Ziflow folder that is going to be monitored by this flow.

     

    Setting up Slack Zibot action

     

    After saving the event flow triggers, choose a Slack Zibot action that will pass information set in the previous step directly to Slack:

    Use following Zibots 

    1. Search Slack channel - with this Zibot users can search through the Slack channel for relevant data:
    2. Create Slack channel - adds a new Slack channel:
    3. Send to Slack channel - allows sending a message to a chosen Slack channel:
    4. Send to Slack user - allows sending a message to the specific Slack user:
    5. Invite to Slack channel - with this Zibot you can automatically invite a specific user to a Slack channel.

    And, you're done! Ziflow will now send or update data in your designated Slack account.

     

    Slack flow examples:

     

    Send information about failed proofs.

    1. Select the needed event trigger. In this case, it will be a New Proof/Version event with Failed status. This event will trigger once the new proof is created but it has failed for some reason:

    2. Choose to Create a Slack channel from the Zibot list:

    3. Fill out all necessary data in the Zibot configuration. In my example, I want to create a new Slack channel called Failed-proofs.

    4. Add another Zibot (Search Slack channel) because we want to obtain a recently created channel ID.

    5. Set up a third Zibot that is going to Send a message to Slack Channel about failed proof being uploaded in your Ziflow.

    6. Create a proof using a password-protected file and test if you receive a message about failed proof in your Slack.

    Supporting Material: