Slack Integration

Overview

Integrate Slack with your workflows to notify your team about important events—new leads, support requests, form submissions, or any conversation milestone.

How to Set Up Slack Integration

1. Create a Slack App:
   • Go to api.slack.com/apps
   • Click "Create New App" → Select "From scratch"
   • Name your app (e.g., "Monology Notifications")
   • Select the workspace where you want to install it
   • Click "Create App"
2. Configure Bot Token Scopes:
   • In your app settings, go to "OAuth & Permissions" (left sidebar)
   • Scroll down to "Scopes" → "Bot Token Scopes"
   • Click "Add an OAuth Scope" and add the following scopes:
     • chat:write - Send messages as the bot
     • chat:write.public - Send messages to channels without joining
     • channels:read - View basic channel info (optional)
     • users:read - View user info for DMs (optional)
3. Install App to Workspace:
   • Scroll to the top of the "OAuth & Permissions" page
   • Click "Install to Workspace"
   • Review the permissions and click "Allow"
   • You'll be redirected back to the OAuth page
4. Copy the Bot Token:
   • On the "OAuth & Permissions" page, find "Bot User OAuth Token"
   • Copy the token (starts with xoxb-)
   • Keep this token secure - it grants access to send messages on behalf of your app
5. Invite Bot to Channels (if needed):
   • For private channels, you need to invite the bot first
   • In Slack, go to the channel and type: /invite @YourAppName
   • For public channels with chat:write.public scope, this step is optional
6. Configure in Monology:
   • In your workflow, add an Action Node
   • Select "Slack" as the action type
   • Paste your Bot Token in the credentials field
   • Enter the channel name (e.g., #leads) or user ID for DMs
   • Compose your message with dynamic variables

Configuration Options

🎉 New Lead Alert!

Name: {{form.name}}
Email: {{form.email}}
Company: {{form.company}}
Interest: {{agent.classified_intent}}

Common Use Cases

Next Steps