Setting Up a Slack Destination

Setting up Webhook in Slack

  1. Let's setup the webhook in Slack. Begin by following the instructions on this link to log into your Slack organization. 
  2. Once you're logged in, you'll be taken to the "Incoming Webhooks" screen. At the bottom of the page, select the Channel in which you would like the Webhook to post to. It can be a private or public channel.

  3. Next, scroll down to the section labeled "Integration Settings". Adjust the following settings:
    1. Descriptive Label: Type in "Shuttle Webhook" so that you can track this integration in Slack in the future.
    2. Customize Name: Select a username for this webhook. This webhook name will appear in Slack as the user sending the message.
    3. Customize Icon: Select an icon for that user. This webhook icon will appear as the thumbnail for this user.
  4. In the "Preview Message" section, confirm that the preview of the Slack Integration appears correct.

  5. Select "Save Settings" to save your work.
  6. Copy the Webhook URL by selecting the "Copy URL" button on the Webhook URL section. Keep it handy, you'll need it soon.

Setting up a Slack Destination in Shuttle

  1. Create a Slack Destination.
  2. Go to the Destination detail page to configure your Destination.
  3. In the Configuration tab, enter the Slack Webhook URL that you collected in the previous section. (Must be the exact link from the Integration Setting screen)
  4. Next, determine what's included in the Slack Message:
    1. From: Enter which Slack user the Slack message will come from. (Leave this sections blank if you already selected it in the Slack Webhook settings.)
    2. Send To: Select if you would like for the message to be sent to an individual User or a specific Channel. Next, enter the name of the User or Channel which you would like the message to be posted to. (Leave this section blank if you already selected it in the Slack Webhook settings.)
    3. Message: Enter the message content.
  5. In order to include dynamic content, click on the "Add Relay Field" button and the menu will be populated on the right side. Simply compose the message and drag-and-drop dynamic fields in.

  6. Save your work.
  7. Next setup the Validation for this Destination.
New with Release 1.0.1: Use Nunjucks expressions in the Destination fields in order to add an extra layer of data filtering. Example: {{ pod(First Name) if pod(First Name) else "Unknown" }} will return a value of "Unknown" if the First Name field is blank.

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