Documentation
Unify Automations
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Slack

Slack

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6 mins READ

Using Slack with your work can help your team talk better and get more done. With Slack, you can automatically send messages about updates or tasks, which makes it easier for different systems to talk to each other. 

Connecting your application to a Slack account enables integration for messaging, automation, and various Slack workspace functionalities.

Authentication 

Before you begin, make sure you have the following information:

  • Connection Name: Choose a meaningful name for your connection. This name helps you identify the connection within your application or integration settings. It could be something descriptive like "MyAppSlackIntegration". 

  • Authentication Type: Select the type of authentication for connecting to your Slack account: 

    • OAuth based 

    • Token-based 

OAuth Authentication

Select OAuth as the authentication type and click on Authorize. A pop-up screen opens up with the necessary permissions required to set up UnifyApps application. Granting these permissions will setup UnifyApps Slack bot within your Application.

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Token based Authentication

You can opt for a token-based authentication method, where you can create a custom application within their Slack workspace and install it to workspace to generate App tokens. These tokens will then be used to authenticate the Slack bot within their workspace.

There are 2 types of token’s that are generated within the custom application i.e

  • Bot Token: Used primarily for automated tasks and interactions within Slack channels.

  • User Token: Represents the identity of a user and is used for user-specific actions and permissions.

Both bot & user tokens are utilized to send automated messages within public and private channels.

User token is required to fetch all public channels and private channels that the user is part of.

Bot token is used to send automated messages to these channels.

Granular Permissions

Bot OAuth Scope

OAuth ScopeDescription
channels:joinJoin public channels in a workspace.
channels:manageManage public channels that Acme_Automation_Bot has been added to and create new ones.
channels:readView basic information about public channels in a workspace.
chat:writeSend messages as @Acme_Automation_Bot.
chat:write.customizeSend messages as @Acme_Automation_Bot with a customized username and avatar.
chat:write.publicSend messages to channels @Acme_Automation_Bot isn't a member of.
groups:readView basic information about private channels that Acme_Automation_Bot has been added to.
groups:writeManage private channels that Acme_Automation_Bot has been added to and create new ones.
users.profile:readView profile details about people in a workspace.
users:readView people in a workspace.
users:read.emailView email addresses of people in a workspace.

User OAuth Scope

OAuth ScopeDescription
channels:readView basic information about public channels in a workspace.
channels:writeManage a user's public channels and create new ones on a user's behalf.
channels:write.invitesInvite members to public channels.
channels:write.topicSet the description of public channels.
chat:writeSend messages on a user's behalf.
groups:readView basic information about a user's private channels.
groups:writeManage a user's private channels and create new ones on a user's behalf.
users.profile:readView profile details about people in a workspace.
users:readView people in a workspace.
users:read.emailView email addresses of people in a workspace.

Install the application

Install the application within your workspace by clicking on “Install to Workspace” within Basic Information tab. A pop-up screen opens up with the necessary permissions required to setup UnifyApps application.

Granting these permissions will setup UnifyApps Slack bot within your Application.

Triggers

TriggersDescription
On button clickUse this trigger to start the automation when a user clicks on a button in Slack.
New messageUse this trigger to start the automation when a new message is posted in a channel in Slack.

Actions

ActionsDescription
Archive conversationUse this action to archive a conversation in Slack.
Conversation inviteUse this action to invite users to a conversation in Slack.
Set conversation purposeUse this action to set conversation purpose in Slack.
Set conversation topicUse this action to set a conversation topic in Slack.
Unarchive conversationUse this action to unarchive a conversation in Slack.
Create conversationUse this action to create a new conversation in Slack.
Fetch conversation historyUse this action to fetch conversation history from Slack.
Get upload URLUse this action to return the URL to upload a file to Slack.
Get user info by emailUse this action to get user info by email from Slack.
Get user info by IDUse this action to get user info by ID from Slack.
Post messageUse this action to send a message to a channel in Slack.
Respond to button clickUse this action to respond to a button click in a Slack message.
Send file in channelUse this action to send a file to a channel in Slack.
Upload fileUse this action to upload a file to Slack.
Update issueUse this action to update issue in Jira.
Update attachmentUse this action to upload attachment to an issue in Jira.