Integrate Ziflow online proofing workflows into Slack to include real-time notifications in Slack for new proofs, comments, decisions, and more to keep your team up to date.
Available on: Pro Enterprise
Check out Integrating with Slack and Microsoft Teams for a guided walkthrough including building automated flows.
Slack integration can function effectively on both public and private channels within your Slack workspace.
Before setting up the integration between Ziflow and any third-party tool, you must connect Ziflow with the external application.
- Log into Ziflow. From the main navigation pane, select the Connect tab.
- Select Applications to open the applications list. Find the Slack application and select Connect.
- In the Authorize app dialog box, review the information and actions Ziflow can view and take, and select Allow. Once you authenticate in Slack and authorize Ziflow to connect with Slack, you can set up automated actions between Ziflow and Slack.
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Select the Slack tile again, choose the Settings tab, and select Show next to the Application fields on a proof to enable Slack fields at the proof level.
Re-authenticate or remove your app
To re-authenticate or remove your connection:
- From the main navigation pane, select the Connect tab.
- Select Applications to open the applications list.
- Click the Slack application in the list to open the connection details and select the options menu (three dots).
- Choose to Re-authenticate or Remove.
Removing the connection will disable any flows you have created with it.
Set up Slack automated flows
Once Ziflow and Slack are connected, you can set up automated flows to send information to Slack.
Before you begin, connect your Ziflow app. See Connect your Ziflow app.
- Choose Connect and select Create Flow in the upper-right corner of the window.
- Select Ziflow as the Application and choose which Event you want to start the integration. For more information, see Ziflow events.
- Add a Slack Zibot action to continue.
Slack Zibot actions
After choosing a Ziflow event, choose a Slack Zibot action that will pass the information from the Ziflow event directly to Slack. Once your actions are set up, Ziflow will send or update data in your designated Slack account.
Invite Ziflow app to private channel
Search Slack channel
Use to search for a specific Slack channel (public or private). Other Zibots use the channel details for actions.
| Field | Description |
| Search Slack channel query | Enter the exact name of the Slack channel. This field is case sensitive. |
Create Slack channel
Use to add a new Slack channel.
| Field | Description |
| Channel type | Choose public or private |
| Name | Enter a name for the channel. Channel names cannot contain spaces and most punctuation. Any unsupported characters are replaced with dashes. |
Send to Slack channel
Use to send a message to a specific Slack channel (public or private). Slack Block Kit Builder lets you create rich, interactive UI for your messages.
| Field | Description |
| Channel |
Select by name: Enter a channel name Enter ID: Enter an ID, select from a previous Zibot, or enter |
| Specify the type of layout you want to use | Choose a simple text message using tokens or use Attachment and Blocks layout using Block Kit Builder. |
| Text | Enter your message. |
Example of the blocks layout body to use for a Slack message:
[
{
"type": "section",
"text": {
"type": "mrkdwn",
"text": "Hello! New proof #{$.proof.name}# has been published in Ziflow."
}
},
{
"type": "section",
"text": {
"type": "mrkdwn",
"text": "View the proof by clicking on the Open Proof button down below."
}
},
{
"type": "divider"
},
{
"type": "section",
"text": {
"type": "mrkdwn",
"text": "Please be aware that you may be asked to sign in to Ziflow before accessing the proof."
},
"accessory": {
"type": "button",
"text": {
"type": "plain_text",
"text": "Open Proof",
"emoji": true
},
"value": "click_me_123",
"url": "#{$.proof.public_link}#",
"action_id": "button-action"
}
}
]
Send to Slack user
Use to send a message to a specific user. Slack Block Kit Builder lets you create rich, interactive UI for your messages.
| Field | Description |
| User |
Select by name: Enter a user name Enter ID: Enter an ID manually. |
| Specify the type of layout you want to use | Choose a simple text message or use Attachment and Blocks layout using Block Kit Builder. |
| Text | Enter your message. |
Invite to Slack channel
Use to invite a specific user to a Slack channel (public or private).
| Field | Description |
| Channel |
Select by name: Enter a channel name Enter ID: Enter an ID or select from a previous zibot. |
| Select a user | Select a user by name. Slack users are suggested when you begin typing. |
Invite Ziflow app to private channel
Use as a one-time action to invite the Ziflow app to any private channel. This will let you use other Slack actions in a private channel in your Slack workspace.
| Field | Description |
| Specify the channel to invite to |
Select by name: Enter a channel name Enter ID: Enter an ID or select from a previous zibot. |
| Channel | Enter the channel |
Obtain Slack user by email
Use to retrieve a Slack user ID. It's useful for creating flows that can locate and message specific users.
| Field | Description |
| Enter the email address. |
Add the Ziflow app to private Slack channels
If the Slack channel you wish to notify is private, you can use the Zibot or configure Slack to allow Ziflow to successfully send notifications.
Select your channel and choose Get channel details.
Select Integration and in Apps select Add an App.
Find Ziflow and select Add.
For additional help, see the Slack Help Center for details (Guide to apps in Slack and Add apps to your Slack workspace).
Connect Ziflow proofs with Slack channel
Once you've connected Slack to Ziflow, you can manually link proofs with the Slack channels from the Integrations tab while creating proofs or editing proof details.
If you do not see Slack in the Integrations tab, enable it in the application settings. Go to the Connect tab, select the Slack application, choose the Settings tab, and select Show next to the Application fields on a proof to enable Slack fields at the proof level.
To connect proofs manually with Slack during the proof configuration, open an integrations tab and select the Slack channel details.
To set up a flow to create a Slack channel when you create a new proof, see Slack flow examples.
Ziflow permissions on Slack
On behalf of the app, Ziflow can:
- Manage public channels that "Ziflow" has been added to and create new ones
- View basic information about public channels in a workspace
- Send messages as @ziflow
- Upload, edit, and delete files as "Ziflow"
- View basic information about private channels that "Ziflow" has been added to
- Manage private channels that "Ziflow" has been added to and create new ones
- Start direct messages with people
- View basic information about group direct messages that "Ziflow" has been added to
- Start group direct messages with people
- View people in a workspace
- View email addresses of people in a workspace
- Send messages to channels @ziflow isn't a member of
- View basic information about direct messages that "Ziflow" has been added to
- View the name, email domain, and icon for workspaces "Ziflow" is connected to
Our Privacy Policy explains how Ziflow gathers, uses, discloses, and manages a customer's data.
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