About the Slack channel

Slack is a cloud-based proprietary internal instant messaging platform that can replace email as a primary communication tool.

Please note that terms used in the Slack channel categories are Slack specific terminology.

How to connect

1. On the My pipelines page, click Create pipelines. Enter name, description, and tag fields and click the Create Pipelines button. The pipelines wizard displays:
   
   
2. From the wizard you choose the connections for the first steps of your pipeline. When you choose a type, you'll add the channels and steps for your first steps. You can always add more steps later. A Triggered pipeline is started by a specific event in real-time. A Scheduled pipeline will start according to a schedule. A Manual pipeline only starts manually. Once you've completed the wizard, you'll be prompted for connection detail, if necessary. If you are an experienced builder, click the Start from scratch button and then from the right side of the page, choose the All to list all available channels.
3. Expand Slack in the list of channels on the right side of the page and click Connect to Slack.
4. In the pop-up window, click Connect.
5. Review permissions. Your permissions are based on your existing Slack account. You can select specific permissions or allow all the options. You may need to scroll down to access all the permissions. When finished click Connect to Slack.
   Note: Identity permissions are default checked and locked. Depending on the permissions granted, integration and functionality will be affected.
   
   
6. Allow Pipelines to connect to your Quickbase account. More information can be found by expanding each of the questions. When complete click Allow.
   
   
   

How to reconnect the Slack channel

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

• If you need to connect a different account.

• Authorization updates, such as a changed password.

• Editing the access rights that Pipelines has to the channel.

To reconnect:

1. Select a pipeline that already has Slack in it.
2. Open a step containing Slack.
3. Under account, select Connect (or reconnect) and follow the process above, How to connect.
   
   

Steps

The steps you can use with Slack fall into three categories: Channels, Messages, and Users.

Type	Name	Description
Channels
Trigger	Channel Created	Triggers when a new public channel is created.
Action	Create a Channel	Creates a new public channel that anyone on your team can join.
Action	Open a Direct Message Conversation	Opens a new or existing direct message conversation to a user.
Query	Search Conversations	Queries for available public and private channels.
Action	Look Up a Conversation	Looks up a public channel, private channel, or direct message conversation.
Messages
Trigger	Message Posted	Triggers when a new message is posted to a public or private channel.
Action	Send a Message	Posts a new message to a public channel, private group, or 1:1 channel.
Query	Search Messages	Searches messages in conversation history based on specific search criteria and returns a list.
Users
Query	Search Users	Finds all the matches to your search term and returns a list.
Action	Look Up a User	Finds a specific user that meets your criteria.

Use Cases

Here are some use case examples to help you understand how to use the Slack channel.

In this case we are using Google Calendar to send a Slack message when a specific event has been created.

1. Add a Google Calendar Event Created trigger step to trigger when a new event has been created in the Birthday calendar.
   
2. Add a Slack Send a Message action letting a specific channel know that a birthday event has been created.