Use Slack with Automation

Set up the Send Slack message action

You can set up automation flows to send messages to private Slack channels using the Send Slack message action. To do this:

  1. In Slack, go to incoming webhooks. You can also click the link to configure an incoming webhook in the Send slack message action. If you don’t have the right permissions, view alternatives methods in Permissions.

  2. Choose a channel to post messages to (or create a new one) and add an incoming webhook. You can change the selected channel at any time from within slack or from the Send Slack message action.

  3. Copy the webhook URL from the integration settings in Slack.

  4. Paste the webhook URL in the Send Slack message action.

Screenshot of "Send Slack message" action. The "Webhook URL", "Message", and "Channel or user" fields are filled in.

Send messages to a channel

In the Channel or user field, enter the #channelname (e.g.: #team-leads) to send your message to a specific channel.

Send messages to a user

In the Channel or user field, enter @MemberID (e.g.: @U123) to send your message to a specific user. Note that this isn't the same as someone's display name. You can find their member ID by opening someone's profile in Slack and selecting More () > Copy member ID.

Permissions

If you see the error "Only certain users are allowed to add and edit integrations" or "This app is not allowed to be installed on this workspace" when creating an incoming webhook, this means your Slack workspace has restricted app installation permissions to Workspace Owners or Admins only.

Permissions message

You have two options to resolve this:

  1. Contact your Workspace owner or Admin - Ask them to either grant you permission to install apps, or have them install the incoming webhook on your behalf.

  2. Create a Slack app instead - As an alternative, you can set up a custom Slack app with incoming webhook support, which may offer more flexibility depending on your workspace's app approval settings. Follow Slack's official guide on creating a Slack app here: https://docs.slack.dev/app-management/quickstart-app-settings/

Learn more

Check out some use cases for Slack and Atlassian automation in our automation template library.

Still need help?

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