Knowledge Base
Setting up a Slack Connection
Browse Common Categories
- Using a Restriction
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Using a MultiList Option Lookup
- Using a List Option Lookup
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- Using an Activity Party
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- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
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- Setting up a Dynamics 365 Business Central Connection
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Using an Activity Party
- Using an Entity Lookup
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
Setting up a Slack Connection
Setup a Slack Connection to enable Slack notifications as a task in SmartConnect.
Setup in Slack
1. In Slack navigate to Workspace > Settings & administration > Manage Apps.
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2. Click ‘Build’ in the top right of the app directory window.
3. Click ‘Create New App’.
4. On the Create an app pop-up select ‘From scratch’.
5. App Name – Friendly name to identify the app.
6. Pick a workspace to develop your app in.
7. Click ‘Create App’
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8. Navigate to OAuth & Permissions
- Redirect URLs – Enter the correct URL based on deployment/region:
- In SmartConnect.com navigate to Connections > Create Connection > Slack Odata and copy the redirect URL displayed in the connection window.
- Click Save URLs
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- Scopes – Add the following User Token Scopes.
- channels:write
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9. Navigate to Basic Information > App Credentials
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- Navigate to Basic Information > App Credentials
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Setup in SmartConnect
1. Login to login.smartconnect.com if not already.
2. Navigate to Connections > Create Connection button.
3. Select Slack Odata.
4. Description – Friendly description for the connection.
5. Application (client) Id – The same Client ID from the application that was generated in the Slack App.
6. Client Secret – The same Client Secret from the application that was generated in the Slack App.
7. Click Validate – Validate will redirect the user to Slack to authentication SmartConnect access to the Slack Channels.
8. Click Save.