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Step-by-Step Guide to Setting Up Slack Webhooks for Saleshandy Activities
Step-by-Step Guide to Setting Up Slack Webhooks for Saleshandy Activities
Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hello there, Saleshandy users! 👋

Webhook is a unique address that allows Saleshandy to communicate with Slack in real-time. It will enable Saleshandy to send updates, events, notifications, and alerts to your Slack channel.

Setting Up Slack Webhooks for Saleshandy Events

Step 1️⃣: Login to Slack App

  1. Log in to your Slack account and go to the Slack API website (https://api.slack.com).

  2. Navigate to "Your Apps" and click "Create New App".

  3. Add an App Name (e.g., "Saleshandy") and select the Slack workspace where you want the app to be installed.

Step 2️⃣: Enable Incoming Webhooks

  1. Select 'Incoming Webhooks' from the features menu on the left side of the app settings page.

  2. Toggle the switch to enable incoming webhooks.

  3. Click on 'Add New Webhook to Workspace.' Slack will ask you to authorize the app’s access to your workspace.

Step 3️⃣: Choose a Channel for Updates/Events

  1. Select the channel to which you want Saleshandy notifications sent. This can be an existing channel or a new one specifically for notifications.

  2. Authorize the app to post to the selected channel.

Step 4️⃣: Copy the Webhook URL

  1. After authorization, Slack will display a webhook URL for the channel you selected. This URL is what Saleshandy will use to send Alert/Events/Updates to your Slack.

  2. Copy the webhook URL and keep it secure. Do not share this URL publicly as it allows posting messages to your Slack channel.

Step 5️⃣: Test the Webhook

1️⃣Navigate to Settings and Click on Webhook.

2️⃣Click on "Add Webhook." (Set up your triggers and receive notifications instantly.)

3️⃣Name your Webhook: Assign a catchy name to your webhook. This helps in identifying it easily among others.

4️⃣Enter Your Webhook URL: This is crucial. Paste the URL where the webhook will send the data. Remember, it should be a valid URL capable of handling and processing incoming data. You need to paste the Webhook URL that you got from Slack.

5️⃣Add HTTP Headers (Optional): If your data needs extra context or authentication, add up to five key-value pairs in the headers. Think of it as adding special instructions or identifiers to your messages.

We have chosen an HTTP Header from Sample Curl, i.e., Content-type: application/json

Key: Content-Type Value: application/json

6️⃣Select Events to Trigger Your Webhook: Decide what actions in your app should trigger the webhook.

This could be anything from the below list of Events

7️⃣Test Your Setup: Always test your webhook to ensure everything works perfectly. Choose the event you want to test, trigger it, and see the result on Saleshandy as well as in your application’s preview in this case it's Slack.

Check your Slack channel to see if the test message appears. This confirms that your webhook is set up correctly.

Additional Tips

  • Monitor and log webhook activity to troubleshoot any issues or to keep track of the information being posted to your Slack channel.

  • Customize messages by using Slack’s message formatting options to include rich text elements like buttons, links, or custom layouts.

By following these steps, you can set up a Slack app to receive notifications from Saleshandy via webhooks. Once set up, any events or updates in Saleshandy can automatically trigger notifications in the specified Slack channel, enhancing your team’s ability to respond promptly.

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