Integration for Slack

Rob Howard Updated by Rob Howard

The DailyStory app for Slack integrates DailyStory's automation engine to post messages to your Slack channels.

Messages also support personalization from standard and custom contact fields. For example, "Lisa just viewed the licensing and pricing page on the website" or "Mark just downloaded the 10 tips for better automation guide."

Use the DailyStory app for Slack to keep your team updated on any important marketing and sales activity:

  • When a lead visits a particular page in your web site
  • When a lead replies to a text message
  • When a lead completes a form on your website
  • When a lead reaches a certain number of points

And these are just some of the options available!

Enabling the integration

  1. Go to DailyStory Integrations

Sign in to DailyStory and navigate to Account Settings > Integrations.

  1. Click on Slack or the gear and select "configure":
  1. Authorize DailyStory

Next, your browser is redirected to authorize the DailyStory app for Slack. You may be required to sign in first.

  1. Select Channel

Next, select a channel that the DailyStory app can post to. For example, #DailyStory.

Finally, click Allow.

  1. Open Slack and verify

Open Slack and navigate to the channel configured in step #4.

You should see a message that says, "added an integration to this channel: DailyStory".

That's it, the DailyStory app for Slack is ready. You can now configure Automation actions to send notifications from DailyStory to this channel.

Please see our privacy policy for details regarding how the DailyStory app for Slack integration collects, manages, and stores third-party data.

Testing the integration for Slack

The easiest way to test the integration for Slack is to setup a simple automation. For example, create a new automation using a "When added to campaign" trigger and then add the "Send a Slack notification" action.

In the "Slack Channel" drop down, select a channel to send a test notification to:

Next, click "Send test to Slack" and you should see something similar to the following in the specified Slack channel:

Remove integration with Slack

To remove the DailyStory integration with Slack.

  1. Go to DailyStory Integrations
    Sign in to DailyStory and navigate to Account Settings > Integrations.
  2. Click on Slack
  3. Click the Uninstall button

After removing the integration, be sure and review automations to ensure no automations are using Slack integration.

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