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    How To - Integrate with 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. 

    Where is the feature applied? To integrate Slack with Ziflow you need to click on the “Zibots” tab and then click on the “+ Create Flow” button, choose "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.

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    How does it work?

    Step 1: Set up the details for the Event that will trigger the integration. This allows you to more finely control when the integration will send real-time updates to Slack. The most common event trigger for the integration are:

    • New proof/version: triggers when a new proof is ready for review.
    • Decision: triggers when a decision is made by a reviewer or when a decision is updated on the stage and/or proof.
    • New comment/reply: triggers when a reviewer adds a comment/reply to the proof.

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    Step 2: You will be presented with the event details page, which will vary depending on which event you select.

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    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.

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    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.

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    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.

    Step 3: choose the Webhook Zibot:

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    Step 4: Under Create, select POST. Under URL, copy the Webhook URL for your Workspace in Slack (NOTE: if you don't have a Webhook URL for your Workspace in Slack, you may need to create a Slack app and an Incoming Webhook; please see the Additional Information below for more details). Copy the below SDK in the Request body section. 

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    For a New Proof Notification:

    {
      "attachments": [
        {
          "fallback": "Hi, there is one new proof to review.",
          "color": "#1A18AB",
          "pretext": "Hi, there is one new proof to review.",
          "author_name": "{$.proof.owner.first_name} {$.proof.owner.last_name}",
          "title": "{$.proof.name}",
          "title_link": "{$.proof.public_link}",
          "thumb_url": "{$.proof.thumbnail_link}"
        }
      ]
    }

    For a New Comment or Reply:

    {
      "attachments": [
        {
          "fallback": "Hi, a new comment has been made.",
          "color": "#dc9d3e",
          "pretext": "Hi, a new comment has been made.",
          "author_name": "{$.comment.reviewer.email}",
          "title": "{$.proof.name}",
          "title_link": "{$.proof.public_link}",
          "thumb_url": "{$.proof.thumbnail_link}",
          "text": "{$.comment.comment}"
        }
      ]
    }

    For a Decision Made Notification:

    {
      "attachments": [
        {
          "fallback": "Hi, a new decision has been made.",
          "color": "#2092e3",
          "pretext": "Hi, a new decision has been made.",
          "author_name": "{$.reviewer.email}",
          "title": "{$.proof.name}",
          "title_link": "{$.proof.public_link}",
          "thumb_url": "{$.proof.thumbnail_link}",
          "text": "{$.reviewer.decision_status}"
        }
      ]
    }

     

    Step 5: Once you hit the “Next” button, Ziflow will confirm if the flow looks good. If there are no problems, name the flow and turn it on.

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    And, you're done! Ziflow will now send real-time notifications to your designated Slack channel.


    Additional information:

    Supporting Material: