Workbot triggers for Slack
Workbot for Slack allows you to send commands to Workbot on Slack. Workbot will handle these commands and interact with your connected apps to do things, such as display details of a customer account, close opportunities, display a list of invoices or tickets, or create/update existing tickets.
Each Workbot command is processed using a Workato recipe. The recipe trigger picks up the Workbot command as a trigger event, and the recipe determines the actions to carry out. With Workbot, you can create custom workflows that execute via your Slack commands, and optionally retrieve relevant data for you back to Slack.
The Workbot for Slack connector has 3 triggers:
This trigger allows you to perform message actions onto existing Slack messages in your Slack team.
When triggered, message actions launch a dialog to collect command input fields from the user. The original contents of the message (along with input obtained from the dialog) can be used to create tasks, tickets, and more. To start using message actions, check out our message actions documentation.
This trigger allows you to build a custom command for Workbot in a Workato recipe. When you call this custom command in Slack to Workbot, the recipe will trigger and execute the actions you have defined. To find out how to create a simple command, check out this guide.
This trigger monitors certain types of URLs in Slack, and pulls pre-defined, formatted data into the channel when such an URL is mentioned. Currently, Salesforce and Github URLs are supported.
New command trigger (building custom commands)
This trigger requires you to configure a custom Workbot command. When this recipe is started, Workbot will monitor for that command. Whenever the command is called, Workbot proceeds to carry out the recipe actions.
New command trigger input fields
The following table lists the configurable input fields in the trigger, and what each field does.
| New command trigger input field | Description |
|---|---|
| App |
1st part of the Workbot command. The app that the Workbot command is working with e.g. Salesforce
|
| Action |
2nd part of the Workbot command. What the Workbot command is doing with the action data, e.g.show, create, update.
|
| Action data |
3rd part of the Workbot command. The record that the Workbot command works with, e.g.invoice, customer, ticket.
|
| Command input fields |
The input to ask from the user so as to successfully carry out recipe actions, defined in a specific format. Parameters may have the type file, which accepts file content (e.g. text, binary content) as input. This can be uploaded into Slack. You can use this file in subsequent operations using the Workbot action Download Attachment.
|
| Command hint | Short description of what the command does. Shows up in the Workbot app page under Commands. |
| Hidden command | If yes, command will not show up as a button in the Slack channel when the user types app name. If no, command will show up as a button in the Slack channel when the user types app name. |
Workbot command format
The Workbot command is created by piecing 3 elements together, the app, action and action data:
app action action-data
In the following case, the application is "Salesforce", command action is "Show", and business data is "Account". The command that Workbot will respond to is therefore:
Salesforce show account
Workbot command input parameters format
The command input fields field lets you decide what data is needed from the user to carry out the recipe actions successfully.
Each input parameter has to be provided in the following format:
param_name optional:true prompt:false type:string hint:hint_to_help_users sample:example_data
| Command input fields | Description |
|---|---|
| Name | Required. Needs to be a single word. |
| Optional |
Not required. If not defined, defaults to optional:true. Input parameter will be optional.
|
| Prompt |
Not required. If not defined, defaults to prompt:false. No prompt will be generated.
|
| Data Type |
Not required. If not defined, defaults to type:string. Possible types are string, boolean, number, file, and date_time.
|
| Hint | Not required. If not defined, defaults to no hint. |
| Example | Not required. If not defined, defaults to no sample data. |
In this case, to successfully retrieve Salesforce account data, we need the full account name from the Slack user.
name optional: false prompt: false type: string hint: Exact account name sample: IBM
The configured command input fields will be displayed as follow up questions for the user after the Workbot command.
A command input field displayed on Slack
New command trigger output datapills
The New command trigger also provides a set of datapill variables as that holds data about the command, such as the user making the command, the channel the command was made it, etc. The following table details these datapill variables.
New bot command output datatree
The following table lists the output datapills from the trigger, and what data each field contains.
| New command trigger datapill variables | Description |
|---|---|
| App |
1st part of the Workbot command. The app that the Workbot command is working with e.g. Salesforce
|
| Action data |
2nd part of the Workbot command. What the Workbot command is doing with the action data, e.g.show, create, update.
|
| Action |
3rd part of the Workbot command. The record that the Workbot command works with, e.g.invoice, customer, ticket.
|
| Message ID |
The epoch time when the Workbot command was sent. Can be used to populate Thread ID input fields to create a thread under this Workbot command message. Can also be used in Message to update, to overwrite a previously posted message. |
| Context | Slack data about this Workbot command, e.g. the team and channel it was posted in, the user who posted it, ID of the thread it was in, if applicable. |
| Command input parameters | Data obtained from the user by asking follow up questions to their Workbot command. |
The following table holds additional information about the Context object and the data it correspondingly holds.
| Context datapill variables | Description |
|---|---|
| Team | Slack team ID |
| User | Slack user ID |
| Reply Channel | Slack channel ID where message was posted |
| User handle | Slack user handle |
| User e-mail | Slack user email |
| User name | Slack user friendly name |
| Thread ID |
Thread ID if message was posted to thread, null otherwise
|
Triggers may contain Message ID in their output. Message ID has a value only when New command was triggered by a button action. If command was triggered as result of a manually typed command, this field will be empty.
Example: Salesforce show account command
In the following gif, we're chatting directly with Workbot via a DM. When we type in the app name "Salesforce", Workbot generates a list of available commands and displays them as buttons. The command can also be manually typed into the DM as Salesforce show account.
Salesforce show account command
When the Salesforce show account command is called, either via the button click or the typed command, a corresponding recipe with a Workbot for Slack new command trigger will trigger. This recipe will have a Workbot New command trigger that listens specifically to the command Salesforce show account. The pre-built Workbot for Slack recipe that does this can be found below.
Salesforce show account command recipe Example recipe
The trigger configuration for the Salesforce show account command is as follows.
Salesforce show account command trigger configuration
We know that Workbot commands are created by piecing 3 elements together, the app, action and action data. In this case, application is "Salesforce", command action is "Show", and business data is "Account". The command that Workbot will respond to is therefore Salesforce show account.
The command input parameters field lets you decide what data is needed from the user to carry out the recipe actions successfully. In this case, to successfully retrieve Salesforce account data, we need the full account name from the Slack user, so we define the parameter as follows:
name optional: false prompt: false type: string hint: Exact account name sample: IBM
The configured command input parameters will be displayed as follow up questions for the user after the Workbot command.
Input parameters display on Slack
When the user has finished providing all the required input, the recipe actions will be executed. In this case, the recipe action was to display the Salesforce account details as a message attachment in a grid format.
Salesforce show account command results
New URL mention
When you send a URL in Slack, you can have Workbot provide certain information into the channel for everyone to see. For example, you can send a Salesforce lead URL into your sales channel and workbot will automatically send a message showing more information about that particular lead.
Simply select the application in the trigger (Currently only Salesforce and Github), and select the Document, and set up your actions as you prefer. By default, giving a Salesforce or Github URL in a channel that Workbot is in will trigger a prompt from Workbot asking you if you want to show details of the content of the URL that you have sent. Click on yes to trigger the recipe. You can also edit the recipe in Workato if you want to have more or less fields included in the message.
New dynamic menu event
In Workbot command recipes that invoke dialogs, a select field can be defined with dynamic menu options.
A Workbot command recipe with dynamic menu options
This trigger executes when a user types in such a field, and returns what the user typed (i.e. the typeahead value). At least 5 characters must be typed to trigger an event.
Use this typeahead value to retrieve a list of records (from another app, e.g. Salesforce) to return to the main recipe (i.e. the recipe that posts the dialog where the select field is).
You can return the list of records to the dynamic menu by using the Return menu options action. Hence, this trigger should always be paired with a Return menu options action.
Input
Dynamic menu name</td>
Identifier for this menu.
Command input fields
A Workbot command recipe with dynamic menu options can pass parameters to a Dynamic menu recipe via the Dynamic menu recipe params field. The dynamic menu recipe can use these additional parameters in generating menu options.
A Workbot command recipe with a dynamic menu options field passing a 'stagename' parameter with value 'Closed Won'
Correspondingly, the trigger must also have the same parameter defined.
The corresponding dynamic menu recipe with the same 'stagename' parameter defined
The dynamic menu recipe is then able to utilize the additional parameters in generating menu options. In the example below, the parameter stagename is passed to the dynamic menu recipe, allowing the SOQL search to be further refined.
'stagename' parameter is passed to refine the SOQL search
Output
| Fields | Description | |
|---|---|---|
| Event context | Team | Team ID and domain where command was invoked. |
| User | User ID and name of user who invoked command | |
| Channel | Channel ID and name where command was invoked. | |
| State | System message containing dynamic menu recipe ID and parameter name-value pair. | |
| Action ts | Timestamp of when action was invoked. | |
| Typeahead | Name | Name of parameter where dynamic menu event was received from. | Value | Characters typed by user in the dynamic menu options field. |
| Callback ID | System message | |
| Parameters | Name-value pairs passed by a Workbot command recipe with dynamic menu options. | |