How to post a message in a Slack channel

Slack is a messaging program designed specifically for the workplace. It's particularly great at keeping information within and between teams flowing, making a great integration to activate with FlowEQ. Use the Slack Post New Message steptype to automate or accelerate the posting of important information to Slack right from the support ticket in Sidekick.

Title

The title appears up top in Sidekick when your team reaches this step in the flow. We recommend using this field to concisely explain what your team should be posting to Slack at this step and why.

Post Message - Run Automatically?

Check this box to immediately post an automated message to Slack when your team reaches this step in the flow. If checked, you'll need to fully build out the message in Flow Builder, since your team won't have the chance to make edits in Sidekick.

Specify Channel

Use this field to specify into which Slack channel your message should be posted. The channel name will have to match how it appears in Slack exactly.

You can use the ➕ variable button to pull in details from other system, and check the Hide Field in Sidekick? box to prevent your team from reading or changing the Slack channel in Sidekick.

Message to Post

Use this field to write the message content. You can write anything you like here, or leave it blank for your team to fill out in Sidekick, or use the ➕ variables button to add details from other systems connected to FlowEQ, or any combination of the three together.

Similar to the Specify Channel field, you can also check the Hide Field in Sidekick? to prevent your team from seeing or editing the message before it gets sent. This option is useful if the Slack channel is intended for alerts and the messages posted to the channel should fit a certain pattern.

Link Names

Check this box to use @mentions in your message content to tag people in Slack and trigger notifications to them. You can also check the Hide Field in Sidekick box to prevent your team from changing this setting in Sidekick.

Note: @mentions are case-sensitive. Make sure to match display names one-to-one as they appear in Slack. If you want to supercharge how you're mentioning team members on Slack with FlowEQ, we recommend leveraging user groups. Ask your Customer Success contact how to best configure your Slack instance to support your team with this steptype.