1. Slack App is enabled in Cobalt.
  2. Slack OAuth app credentials added to Cobalt. Refer here.
  3. Trigger created in Cobalt. Refer here.
  4. Linked Account available. Refer here.

Building a Workflow

1. Create Workflow in app

  • Go to your Apps catalog in Cobalt > Search for Slack > Workflows > Add Workflow > Choose Manually > Give it a name and click on Add Workflow.
Navigation for Workflow setup

2. Adding the Trigger

To add a trigger for a Workflow in Cobalt, you need to select details about the Trigger like the Type and which trigger to be implemented.

To add a Trigger, follow these steps:

  • Click on the Start node to add a trigger.
  • In the right side, select the Type and the Trigger and click on the Add Trigger button.
Start Node Trigger

3. Adding the Slack Action

  • From Actions, add a Slack node to the workflow.
  • Click on the node and select an Action from the Choose an Action dropdown menu.
  • Since we will send a message to a channel or a user through the action, provide a User or Channel ID and click on Save.
Slack Node

Before clicking on Save, make sure that you have entered data for all the mandatory fields whichever required.

  • Connect the two nodes by clicking on + button on the Start node and dragging the arrow to the Slack node.

4. Publishing the Workflow

  • To publish the workflow, click on the Publish button in the top, Select Environments of the Workflow and click on Publish.
Publish Workflow

Enabling the Workflow

To enable a workflow, end user or a Linked Account needs to Toggle On the Workflow after connecting with the application.

  • Navigate to the Linked Account in which the Workflow needs to be enabled by getting its’ Hosted URL.
Navigate to Linked Account
  • Go to the Hosted URL and select Slack from Manage your Integrations list.
  • Click on the Connect button, review the permissions and allow them for a successful connection.
  • After a successful connection, you can see the Configure section in the Slack Application page.
  • Enable the Workflow Send Message by turning the toggle On and click on Save.
Enable Workflow in Linked Account

Fire an App Event

Lastly, we’ll fire an App Event whenever a contact is created in your app by using the Workflow.

  • Navigate to Try API in Cobalt.
  • Choose the Linked Account created to test the workflow, select the Event and Slack as the Application.
  • Click on the Fire Event button in the top right.
Fire an App Event
  • You can check the status of the event by navigating to Logs > Events in Cobalt.

Congratulations! We have successfully built a Slack integration that sends message from your app to the Linked Account’s Slack.