About the connector for Slack

Slack is a team messaging platform created for effective communication across the workspace.

The UiPath connector for Slack offers various collaboration tools including custom designed activities / APIs for creating private or public channels, sending messages in a channel, sending direct messages, replying to a conversation thread, sending multimedia files in a channel etc. It also offers user and access management across multiple collaboration elements.

Authentication

Before automating processes, you need to establish a connection with your Slack instance. Step-by-step instructions are available in our authentication for Slack page.

Events

The Slack connector supports webhook events. More information about the events supported for the Slack connector is available in the Slack events page.

Activity package

You can use the connection to enable the Slack activities package in UiPath® Studio and build automations for user and channel management, scheduled messaging, and other ways of working together. These activities allow you to execute create, read, update, and delete operations on your Slack objects.

Use cases

You can use the connection to enable the Slack activities package in UiPath® Studio to build automations for user and channel management, scheduled messaging, and other ways of working together, such as:

Sending a message in a channel or MPIM group as a Bot or User.
Sending a message in a channel or to a user using a customized Bot name and icon.
Sending notifications/announcements to public channels as a Bot even if the Bot is not a channel member.
Sending individual message (IM) as a Bot or User.
Sending a reply to a message.
Sending messages with preview of links such as Jira ticket or GitHub issue etc.
Creating a user group for multiple channels.
Adding or replacing all users of a user group.
Inviting one or more users to a channel.
Notifying all the users of a user group regarding an important update. For instance, notifying the Quarterly Sales Results to the entire Sales / Marketing team group.
Uploading a media file as a Slack message in a channel.
Creating public or private channels for different teams and users based on need / topic / goal as a Bot or User.
Removing a user from a channel.
Downloading important files such as quarterly results, from a URL via Slack message.
Retrieving the list of channels and users of the connected workspace in order to send messages.
Reading the public, private channel information as a for sending messages or managing users.
Reading the user information such as name, email etc. as a for sending notifications.
Reading the information of the connected workspace such as name, icon and email domain for defaulting all the actions such as sending message, creating channel, creating user group etc. to the connected workspace in multi-org setup.

Trigger-based use cases

When an opportunity is closed and won in Salesforce, choose whether to initiate/create an Invoice or Sales Order in Quickbooks/Netsuite or Send Sales Agreement via DocuSign or Email Supplier via Outlook, by triggering the respective automation with the help of a Slack button.
When a time-off request is raised in an HR tool such as BambooHR, approve or deny the time-off request with the help of a Slack button.
When an expense report/claim is created in SAP Concur, approve or reject the report with the help of a Slack button.
When a customer support request is raised in the help channel of Slack, either create a Jira/Zendesk ticket or just notify the team/user group with the help of a Slack button.
Every week using a time-based trigger, create an email campaign in Mailchimp and send a test email for Manager/Peer review, who in turn can approve or reject the scheduling/sending of the email campaign to the target audience with the help of a Slack button.
When a GitHub pull request (PR) is raised for peer review, approve or reject the PR with the help of a Slack button.

Provider documentation

The UiPath connector is compatible with Slack Web API v2. Learn more on the Slack documentation platform.

UiPath data storage and privacy policy

UiPath’s connector for Slack allows UiPath to interact with Slack data on your behalf. This may include operations such as read, write, modify and delete data, depending on your Slack permissions. UiPath stores your personal data for a limited time, as necessary to achieve the purpose of Personal Data Processing, and, in accordance with our legal, contractual obligations, legitimate interest, and in accordance with our internal policies and procedures regarding personal data retention. Once the retention period expires, UiPath deletes, archives, anonymizes or destroys it unless prohibited by the applicable law. We also delete your personal data whenever you withdraw your consent.

The detailed UiPath Data retention and Privacy policy can be found here.

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