Send automation messages to a Slack channel

To post into a channel, have a Lightfield automation call a Slack workflow. You need permission to create workflows in Slack, and to create automations in Lightfield. This only sends messages out to Slack; it doesn’t bring Slack messages into Lightfield.

Create the Slack destination

1. Open the channel where the messages should appear.
2. Open the channel’s menu in the top right and select Create a Workflow.
3. For the event, choose From a webhook.
4. Slack generates a webhook URL and shows an example HTTP body. Add a variable to the body, for example messageContent, and copy the example body.
5. Click Continue, click Add Steps, then select Send a message to a channel.
6. Choose your channel. In the message field, click Insert a Variable and select messageContent.
7. Publish the workflow, then copy the webhook URL.

Connect your automation

In Lightfield, ask the agent in chat to build an automation, and give it the webhook URL, when to send and what to say, and the example body:

[your webhook URL] - whenever an opportunity is moved to the Won stage,
send a message with the opportunity name, account and next onboarding task.
Example HTTP body: { "messageContent": "Example text" }

The variable name in your Slack workflow (messageContent) has to match the key in the HTTP body you give Lightfield. If they don’t match, the message will be empty.

When the automation runs, its message appears in the channel.

Approve and activate the automation in Lightfield only when the destination and message are correct. Follow Build and test an automation for testing and approval; each run can post a real message to the selected channel. For channel sync and direct messages, see Slack.