Slack Integration & Rules

Last updated 05/03/2022

The Slack integration & rules allow you to send a user’s profile and information to a Slack channel. A few real-world examples are:

  • when a user conversion happens, the user’s information is sent to your Slack channel
  • when a user visits a help page, the user’s information is sent to your Support channel

Integration:

To set up your Slack integration, you will need your API token, which you can get by following these steps:

  1. Log in to your management or developer account at Slack:

    https://api.slack.com/
  1. Click Create an App.

  2. Select From scratch.


  1. Give the App a name, and choose your Workspace.

  2. Click Create App.


  1. Under Add features and functionality, choose Bots.

  2. Click Review Scopes to Add.

  3. Under Scopes > Bot Token Scopes, click Add an Oauth Scope.


  1. Type in and add: chat:write.public


  1. You will be prompted to add chat:write as well. Click Add Scopes.

  2. In the top section of the page, click Install to Workspace.

  3. Click Allow to confirm.

  4. Copy and store the Bot User OAuth Token for use in the next set of steps.

To create your Slack Integration in Bread & Butter, follow these steps:

  1. Log in to your Bread & Butter Dashboard at: https://app.breadbutter.io

  2. Click Logic on the left side menu.


  1. Scroll down to the Integrations section, and click Create New.


  1. In the dialog, select Slack.

  2. Choose a descriptive name for the Integration (Note: This will be the name of the Bot user in Slack).

  3. Enter the API Token (Bot User OAuth Token) you created in the above steps in Slack.


  1. Click Save & close.

Rules:

To set up a Rule that uses your Slack integration, you’ll need to know the channel you want to send the message to.

To set up a Rule in Bread & Butter, please follow these steps:

  1. Log in to your Bread & Butter Dashboard at: https://app.breadbutter.io

  2. Click Logic on the left side menu.

  1. Scroll down to the Rules section, and click Create New.


  1. Choose the Slack Integration that this Rule will use.

  2. Then, choose the API Event or System Event that will trigger this Rule.

  3. Give the rule a name so you can identify it in the Rules list.

  4. Add the Slack channel that you want to send the user information to.


  1. Click Save & close.

Your rule is now set up and ready to go. Whenever a user triggers the API event via your website, the Rule will be triggered.