This automation scenario allows you to connect KiSSFLOW and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
KiSSFLOW and Slack can also be integrated using automation tools other than zapier:
When this trigger fires in KiSSFLOW
Triggers when a request in a particular workflow process moves from one step to another step. The action performed to initiate this move like Approve or Reject will be provided as an additional input to the trigger.
Then this action happens in Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
This guide contains information on how to set up an automatic workflow that allows to Send messages on Slack for changes in workflow steps on KiSSFLOW.
Part I
First, we need to connect KiSSFLOW and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect KiSSFLOW to Zapier.
Give Zapier access to your KiSSFLOW account, using KiSSFLOW credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for KiSSFLOW
Choose the following trigger: Change of Workflow Step (Triggers when a request in a particular workflow process moves from one step to another step. The action performed to initiate this move like Approve or Reject will be provided as an additional input to the trigger.).
Then set up an Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between KiSSFLOW and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send messages on Slack for changes in workflow steps on KiSSFLOW!
New message in channels (instant)
Triggers when a new message is posted to a specific #channel you choose.
Triggers when you save a message.
Triggers when you click the "Push to Zapier" button from a message in Slack.
Triggers when a new Slack user is created / first joins your org.
Triggers when a username or highlight word is mentioned in a public #channel.
Initiates a new request for a chosen process , populates requisite fields and then submits the request for processing.
Approve a request to move it to its next step in the workflow process.
Creates a new request for a chosen process , populates requisite fields and saves it in the 'Draft' folder of KiSSFLOW.
Adds a new attachment to a channel post.
Creates a new case item.
Creates a channel post.
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