Slack Integration Setup Guide

Slack is a cloud based team collaboration tool and service.

This integration enables all Slack actions and the Slack trigger within Catalytic, including our Slack: Post a message and Slack: Post a multiple choice question actions and the Slack Trigger.

Slack actions can post messages or polls to any team member or public channel by default. To post to a private Slack channel, invite the app to the channel first—if the app is not part of a channel, it cannot post there.

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Integrations can only be set up by Admin users and are enabled per team. See our General Integration Information page for an overview of integrations and some recommendations when configuring new integrations.

Required Setup

Configuring with Slack is simple and only requires your workspace’s Slack URL and the email address and password for your Slack Account. Creating the integration is like signing into your Slack account, which is a common sign in method for different sites and services.

Once the Slack integration is configured, users must link the Slack integration to their user profile to trigger a Workflow via Slack. Currently, the fastest way to do this is to navigate directly to the following URL: https://<team-name>.pushbot.com/profile/me/slack, where <team-name> is your team’s name. Select your Slack integration from the dialog that appears.

Users can only be associated with a single Catalytic team. If you have accounts on multiple teams, be sure to only link a single account.

Create Integration

The following instructions are for creating an integration for the first time. If you already have a connection, select the integration and select Add a Connection, or see How to create a new connection for an existing integration.

  1. Open the overflow menu in the top navigation bar, and select Admin.
  2. Select Integrations at the bottom of the page.
  3. Select the Add an Integration button in the top right corner.
  4. Select the Slack integration then select Add this Connection.
  5. Set the integration permissions if necessary.
  6. Select Connect.
  7. If you are already signed into Slack, you’ll be asked to authorize the connection. If not, you’ll enter your workspace’s Slack URL, then log in with the Slack email address and password you wish to connect. See Slack’s, Locate your Slack URL guide for help finding your workspace URL.
  8. After logging in, Slack will ask you to authorize the connection. Catalytic only requires specific Slack permissions at this time. These permissions enable Workflows to help automate mundane work in Slack.

Get help with a problem or question

If something’s not working as expected, or you’re looking for suggestions, check through the options below.

I am getting the error “Please sign in with Slack on your Catalytic profile page”

If your team has a Slack integration enabled and you receive this error, you need to link your team’s Slack integration to your Catalytic account.

Users must link the Slack integration to their user profile to trigger a Workflow via Slack. Currently, the fastest way to do this is to navigate directly to the following URL: https://<team-name>.pushbot.com/profile/me/slack, where <team-name> is your team’s name. Select your Slack integration from the dialog that appears.

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Users can only be associated with a single Catalytic team. If you have accounts on multiple teams, be sure to only link a single account.