This article is going to help you send notifications from Sisu to a Slack channel of your choice. Slack notifications are sent at the top of each hour and may take up to 15 minutes to be processed and scheduled.
To make this setup easier, we've split this process into parts. Complete each section in this article one at a time in order to send Sisu notifications to Slack.
Before you begin...
Create the Slack channels that you want Sisu notifications sent to.
Part 1: Create a New Slack App and Set Up the Slack Channel Webhook
1. Click here to go to the Create an App window of api.slack.com.
2. Click From scratch.
3. Enter an App Name.
ℹ️ Note
The name you choose shows up in Slack as follows:
4. Select the workspace you want to use.
ℹ️ Note
If you don't see anything in the workspace drop-down, click Sign into a different workspace and sign into the workspace you want to use.
5. Click Create App.
6. Scroll to the bottom of the Basic Information page. There you can add the Sisu Slack App icon.
7. After adding an app icon, click the Save Changes button at the bottom of the screen.
8. Select Incoming Webhooks from the sidebar.
9. Toggle Activate Incoming Webhooks to On.
10. Scroll down and click Add New Webhook to Workspace.
11. Use the drop-down to choose the channel that the app will post to, and then click Allow.
12. Click Copy in-line with your new webhook URL.
ℹ️ Note
In Part 2, you'll need to paste this URL in Sisu. Leave this page open just in case you need to copy the URL again.
Part 2: Add Your Slack URL to Sisu
Once your new app and webhook are set up in Slack, you’ll need to add your new webhook URL to Sisu.
1. Go to Admin > Team Settings.
2. In the menu on the left, click Slack Channels.
3. In the Add Slack Channel box, enter a Name.
ℹ️ Note
This name will help you remember the kind of notifications the Slack channel will be used for. For example, if you're creating a channel for "under contract" notifications, you could call the channel "Under Contract."
4. Paste the copied webhook URL into the Web Hook URL field.
ℹ️ Note
This is the URL you copied in Part 1.
5. Click Add. The new webhook then shows up in the Slack Channels box with a status of Unverified.
6. Click the Verify button.
7. Go to your Slack channel that you selected to receive Sisu notifications and copy the PIN that has already been sent there.
8. Back in Sisu, enter your Verification PIN and click Verify. Your Slack Channel now displays as Active.
Part 3: Set Up Your Sisu Notification Template
In Sisu, let's create a notification template for your Slack channel. This template should include all the text that you want to include in the notification.
⚠️ Important Note!
You can also use an existing notification template if you have one you want to use. In this case, you can skip Part 3 and move on to Part 4.
1. Go to Admin > Tasks.
2. In the menu on the left, click Notification Templates.
3. Click the Add New button. This makes the Add Notification Template screen appear.
4. Enter a name for your new template.
5. In the Template Content textbox, enter the notification text and any merge fields if you want data in the Slack notification.
ℹ️ Note
Don't use HTML in this field. Use the Enter or Return key on your keyboard to bump text to a new line.
ℹ️ Note
If you want any data in your message, like agent name, client name, or a certain date, use merge fields! For more information about merge fields, click the tooltip next to the header.
6. Click Add.
Part 4: Set Up Your Notification Task
Now it's time to create a notification task. You can assign your notification template to this task, specify a Slack channel as a recipient of this notification, and specify when you want the notification to be triggered.
1. Go to Admin > Tasks.
2. In the menu on the left, click Tasks.
3. Click the Task Type drop-down and select Notification.
4. From the Notification Template drop-down, select the notification template you want to use.
5. If you want an email sent as well as a Slack notification, fill out the Subject Line field. Use the Add Subject Field to add merge fields to your subject line.
6. Click the Recipients drop-down, and select 1 or more Slack channels you want to send notifications to. Any individuals selected from the recipient list will also receive the notification via email.
7. Give a Task Name and Description to the task.
8. Use the Date Type and Due fields to choose when the notification is sent.
9. Click the Applies To drop-down and select an option.
10. Use the Add to Task List field to add your task to a list.
⚠️ Important Note!
You MUST add the task to a list!
11. Click Add to save the task. Now anytime the task is triggered, your notification will be sent to your Slack channel!