Workato actions for Slack

Workbot actions allow Workbot to post notifications into a specified channel when there are events to take note of, or respond to a command.

Workbot supports 3 actions:

Post command reply

Post command reply allows you to customize how Workbot replies when an event is completed. This reply can be a simple message about the task completion, or a prompt for the user to take a subsequent action once the first has been done, e.g. after retrieving data for a custom account in Salesforce, ask if the user wishes to copy that information across to another application.

Here is what the Post Command Reply action's output will look like in Slack.

Workbot post command reply Workbot's post command reply action in Slack

The corresponding action with mapped fields can be found below.

Workbot post command reply Post command reply action fields mapping

The following table lists the fields available in a Post command reply action.

Field Explanation What goes in here
App The application you are dealing with (e.g. Salesforce, JIRA) Use the App pill from the Workato Trigger output for this
Message text Message posted in the channel Whatever you want. Slack Emojis are supported too. This field is optional if you use the Fields input field.
Message menu A drop-down menu in the message posted in the channel Decide what text to display for each menu option.
Title Title as seen in Slack message Whatever you want. Slack Emojis are supported too.
Title link Allows you to embed a link in the title URL of a page you want to be brought to.
Message attachments Detailed message Whatever you want. Slack Emojis are supported too.
Buttons Buttons will be shown on the message, and you can click them in lieu of typing out another command You can define the button label, as well as what command is executed when the button is clicked. You can also choose to pass multiple parameters with this button click e.g.
name: John Smith age: 42
Attachment color Color displayed with the message to indicate message's importance or type Good = Green
Warning = Amber
Danger = Red
Attachment Fields Fields to display in a grid One name-value pair per line, e.g.
Name: Full Name
Address: Address
Image URL Attach a picture to the message URL of an image that will be displayed below the message.

Post message

This action will post a message response to a user who invokes a command. The post message action is similar to that of the post command reply, but has more features.

Use post message if you:

  1. Are not using a post command in your trigger step

  2. Want control over who (\@username) or where (#channel_name) Workbot should respond to

  3. Want to use advanced features like updating a previous message or posting/updating messages in a thread.

Channel name/DM

Channel name/DM field allows you post a message in a specified Slack channel or direct message (DM). Use the Channel/DM datapill from a Post command trigger, or key in the channel name e.g. #general or username e.g. \@john.

Message to update example Message to update example

Advanced section

The advanced section has 2 fields:
Message to update and Thread ID.

  • Message to update

    Message to update allows you to overwrite a previously posted message from an earlier action step. Simply use the Message ID datapill from a Post command trigger, Post message action or Post notification output datatrees.

    Message to update example Message to update example

  • Thread ID

    Thread ID allows you to post a message within an existing thread in Slack. Simply use the Thread ID datapill from a Post message or Post notification output datatree.

    Thread ID example Thread ID example

    If you don't see Thread ID, make sure it's checked in the 'Add/remove optional fields' section at the bottom of the post message action step:

    Thread ID example

Post notifications

This action allows you to define which Slack channel to post customized notifications to. By default, Workbot posts direct messages only to the user who installed Workbot. Note, it is also possible to subscribe from a channel (where Workbot participates) to these notifications.

The fields available are simillar to that of the Post command reply action, with all the typical fields you see in a Slack message. However, there is the addition of the field Notification filter. This field allows you to set parameters for filters, which acts like a trigger filter for sending out notifications (i.e. the notification will only get sent when the set criteria is met).

Download attachment

This action allows you to download attachments from Slack, received as input to New command trigger. Make sure command parameter for uploaded content has type file, e.g. attachment type:file. Pass file URL from New command output into the URL field to get attachment content. Then you may further pass this file content to Dropbox, Box or other connectors to upload them as files.

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