Context

If you and your team use Slack for communications, MSP Process can alert you when an event occurs by sending notifications to a Slack channel. Examples of this include:

• Putting a message in a Slack channel when a critical priority ticket is logged in your PSA
• Putting a message in a Slack channel when one of the platforms you use to power your business (for example, your Backup solution) logs a failure

Creating the Slack App

1. Login to the Slack API site (https://api.slack.com/apps)
2. Click the Create an App button
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3. Choose the From a manifest option
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4. Choose which workspace you'd like to develop the app in; click Next to move to the next step:
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5. When prompted to insert a manifest, click on the YAML tab
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6. Enter the following text into the YAML tab
   • _metadata: major_version: 1 minor_version: 1 display_information: name: MSPProcess features: bot_user: display_name: MSPProcess always_online: false oauth_config: scopes: bot: - incoming-webhook settings: org_deploy_enabled: false socket_mode_enabled: false token_rotation_enabled: false
7. Click Next
8. Click Create to finish creating the app

Customizing the Icon of the Slack App

By default, any new Slack app uses a default icon. You'll likely want to customize that icon, so that it's easier to see when MSP Process has posted to your Slack channel.

1. In the https://api.slack.com/apps website, edit the MSP Process app that you just created
2. Navigate to Settings -> Basic Information
3. At the bottom of the page, in the Display Information section, upload the logo below into App Icon & Preview.
4. Click the Save Changes button when ready

Creating a Webhook in Slack for MSP Process to Use

1. In the https://api.slack.com/apps website, edit the MSP Process app that you just created
2. Navigate to Features -> Incoming Webhooks
3. At the bottom of the page, click the Add New Webhook button
4. When prompted, choose which Slack channel this webhook will post into
5. Once you've saved that webhook, copy it into your clipboard; you'll need it for the next step

Configuring a Notification To Send Messages to a Slack Channel

1. Login to MSP Process
2. Open the Notifications module
3. Click the Create button to add a new Notification
4. Configure the Notification as needed:
   1. Give it a Name
   2. Select which Data View it should use (for example, an App Bot or a Webhook)
5. Enable the Slack output by clicking on it, and then configure the Slack settings by clicking the gear icon
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6. Configure how MSP Process will send messages into your Slack channel by doing the following:
   1. Provide the webhook URL from the previous section
   2. Configure what the payload of the message will be - note that you can use variables to insert dynamic data from the Data View
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7. Click Test to ensure that MSP Process is able to communicate with Slack; you'll see a "Hello, world" test message show up in the Slack channel
8. Click Update to save the Slack configuration in MSP Process
9. Click Create to save the Notification in MSP Process

Congratulations! You've now configured MSP Process to send a message to a Slack channel.