Workflow SuiteWorkflow Suite

Slack, Discord and Teams messages

Three ready-made actions post a message to a channel of your team chat: Send Slack message, Send Discord message and Send Microsoft Teams message. All three work through a webhook URL that you create in the chat tool. There is nothing to install and no account to connect.

1. Create the webhook URL in your chat tool

  • Slack: create an incoming webhook for the channel. The URL starts with https://hooks.slack.com/services/.
  • Discord: in the channel's settings, under integrations, create a webhook and copy its URL. It starts with https://discord.com/api/webhooks/.
  • Microsoft Teams: create a Workflows webhook or an incoming webhook for the channel and copy its URL.

The exact menus change from time to time; each tool's own help describes them.

2. Save the URL as a secret

Anyone with this URL can post to the channel. Do not paste it into the step.

  1. Open Secrets and select Create secret.
  2. Name it, for example SLACK_WEBHOOK_URL, and paste the URL as the value.

See Secrets.

3. Add the action

  1. Press + and search for slack, discord or teams. The actions are in the group Actions.
  2. In Webhook URL, reference the secret:
{{ secrets.SLACK_WEBHOOK_URL }}
  1. Write the Message, with variables:
New order {{ event.payload.name }} for {{ event.payload.total_price }} {{ event.payload.currency }}
Action Extra fields Notes
Send Slack message none Slack's own text formatting works in the message
Send Discord message Sender name (optional, overrides the webhook's default name) Discord accepts up to 2,000 characters; longer messages are cut
Send Microsoft Teams message Title (optional)

Keep channels readable

A channel that gets a message for every event is muted within a week. Some patterns from the templates:

  • Filter first. Put a trigger filter on the workflow, so only big orders, low stock or high-risk orders produce a message. See Trigger filters.
  • Count, then tell. The storefront templates count events in the key-value store and only post when a threshold is reached. See Key-value store and Storage.
  • Sum up. A scheduled workflow that posts one daily summary often replaces fifty single messages. See Schedules.

What happens when it runs

  • In a preview, no message is posted. The step shows what it would have sent.
  • If the chat tool answers with an error, the step fails with that answer.
  • The message may contain personal data if you put it there. Think about who reads the channel.

Another chat tool?

Any tool that accepts a webhook works with Post JSON to a URL or the HTTP request step. See HTTP request.