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Slack

What is Boltic for Slack?​

Boltic is a workflow automation platform that integrates with Slack to help teams automate repetitive tasks, streamline communication, and connect Slack with hundreds of other applications. With the Boltic Slack integration, you can:

  • Send automated messages to channels or users based on triggers from other apps (e.g., notify your team in Slack when a new order is placed in Shopify)
  • Respond to Slack events by triggering workflows when messages are posted, reactions are added, or channels are created
  • Manage Slack resources programmatically — create channels, invite users, upload files, and more
  • Build multi-step automations that connect Slack with CRMs, databases, project management tools, and 200+ other integrations

Example Use Cases​

AutomationHow It Works
New Lead AlertWhen a new lead is added in HubSpot → Post a formatted message to #sales channel
Support Ticket NotificationWhen a Zendesk ticket is created → Send details to #support with a link to the ticket
Daily Standup ReminderEvery weekday at 9 AM → Post a standup prompt to #engineering
File SharingWhen a file is uploaded to Google Drive → Share it in a designated Slack channel
Approval WorkflowsWhen an expense report is submitted → Send an interactive message for manager approval

Installing the Boltic Slack App​

Click the button below to add Boltic to your Slack workspace:

Add to Slack

Alternatively, you can install the app from within the Boltic platform. Follow these steps:

Step 1: Create a Boltic Account​

  1. Go to boltic.io and click Sign Up
  2. Create your account using email or sign in with Google
  3. Verify your email address if required

Step 2: Access the Slack Integration​

  1. Log into your Boltic Dashboard
  2. Navigate to Integrations in the left sidebar
  3. Click + Add New Source
  4. Search for Slack in the integration list and select it

Step 3: Click "Add to Slack"​

  1. On the Slack credential page, click the Connect with Slack button
  2. You will be redirected to Slack's OAuth authorization page
  3. Select the Slack workspace where you want to install the app
  4. Review the permissions requested by Boltic
  5. Click Allow to authorize the installation

Step 4: Complete Setup​

  1. After authorization, you'll be redirected back to Boltic
  2. Give your credential a descriptive name (e.g., "Marketing Team Slack")
  3. Optionally add a description
  4. Click Save to complete the setup
tip

You can connect multiple Slack workspaces by creating additional credentials. Each credential represents a connection to a specific workspace.

Configuring Slack in Your Workflows​

Once the Slack app is installed, you can configure it to send messages, respond to events, and interact with your workspace in various ways.

Triggers: When Slack Events Start a Workflow​

Boltic can listen to events from Slack and automatically start workflows. Available triggers include:

TriggerDescription
New Mention in Public ChannelWorkflow runs when someone mentions a specific user or keyword in a public channel
New Mention in Private ChannelWorkflow runs when someone mentions a specific user or keyword in a private channel
Bot/App MentionWorkflow runs when the Boltic bot is mentioned using @Boltic in any channel
Message in Public ChannelWorkflow runs when any new message is posted in a public channel
Message in Private ChannelWorkflow runs when any new message is posted in a private channel

To configure a trigger:

  1. Open your workflow in the Workflow Builder
  2. Click Add Trigger and select Slack
  3. Choose the trigger type (e.g., "Bot/App Mention")
  4. Select the channel(s) to monitor
  5. Optionally add filters (e.g., only trigger for messages containing specific keywords)

Actions: What Boltic Can Do in Slack​

When a workflow runs (triggered by Slack or any other integration), it can perform these Slack actions:

ActionDescription
Send Channel MessagePost a message to a public channel
Send Private Channel MessagePost a message to a private channel
Send Direct MessageSend a private message directly to a specific user
Create Public ChannelCreate a new public channel in the workspace
Create Private ChannelCreate a new private channel in the workspace
Set Topic for ChannelUpdate the topic/description of a channel
Invite Users to ChannelAdd one or more users to an existing channel
Find User by EmailLook up a Slack user using their email address
Custom APIPerform any HTTP operation using Slack's API with your authenticated credentials

How the Slack Bot Responds​

The Boltic Slack bot responds based on the workflows you configure. Here's how different scenarios work:

Automated Notifications​

When external events occur (from other apps), Boltic sends messages to Slack:

Example: New Order Notification

┌─────────────────────────────────────────────────────────┐
│ 🛒 New Order Received                                   │
│                                                         │
│ Order #12345                                            │
│ Customer: John Doe                                      │
│ Total: $149.99                                          │
│                                                         │
│ View Order: https://store.example.com/orders/12345     │
└─────────────────────────────────────────────────────────┘

Responding to Bot Mentions​

If you configure a Bot/App Mention trigger, the bot can respond automatically when users mention it:

User: @Boltic create ticket "Login page broken"

Bot: ✅ Ticket created successfully!
     Ticket ID: SUPPORT-1234
     Assigned to: Engineering Team
     View ticket: https://helpdesk.example.com/tickets/1234

Interactive Messages​

Boltic can send messages with buttons for user interaction:

┌─────────────────────────────────────────────────────────┐
│ 📋 Expense Report Submitted                             │
│                                                         │
│ From: Jane Smith                                        │
│ Amount: $250.00                                         │
│ Category: Travel                                        │
│                                                         │
│ [✅ Approve]  [❌ Reject]  [👁️ View Details]            │
└─────────────────────────────────────────────────────────┘

Permissions​

When you install the Boltic Slack app, the following permissions (scopes) are requested:

Bot Scopes​

These permissions allow the Boltic bot to perform actions in your workspace:

ScopeWhat It Allows
app_mentions:readReceive events when the bot is mentioned in channels
bookmarks:readView bookmarks in channels
channels:manageCreate, archive, and manage public channels
channels:readView basic information about public channels
channels:joinJoin public channels in the workspace
channels:historyView messages and content in public channels the bot is in
groups:writeCreate and manage private channels
groups:historyView messages and content in private channels the bot is in
im:writeSend direct messages to users
mpim:writeSend messages to group direct messages
chat:writeSend messages as the bot
chat:write.customizeSend messages with a custom username and avatar
chat:write.publicSend messages to channels the bot isn't a member of
files:writeUpload, edit, and delete files
incoming-webhookPost messages to specific channels via webhooks

User Scopes​

These permissions allow Boltic to perform actions on behalf of the authorizing user:

ScopeWhat It Allows
chat:writeSend messages on behalf of the user
channels:readView basic information about public channels
channels:writeCreate and manage public channels as the user
channels:write.invitesInvite members to public channels
groups:readView basic information about private channels
groups:writeCreate and manage private channels as the user
groups:write.invitesInvite members to private channels
im:writeSend direct messages as the user
mpim:writeSend group direct messages as the user
files:writeUpload, edit, and delete files as the user
users:readView basic information about users in the workspace
users:read.emailView email addresses of users in the workspace

Step-by-Step: Creating Your First Slack Workflow​

Here's a complete example of setting up a workflow that notifies Slack when a form is submitted:

1. Create a New Workflow​

  1. Go to Workflows in Boltic
  2. Click + Create Workflow
  3. Name it "Form Submission to Slack"

2. Add a Trigger​

  1. Click Add Trigger
  2. Select your form provider (e.g., Typeform, Google Forms)
  3. Configure the trigger to watch for new submissions

3. Add the Slack Action​

  1. Click the + button to add a step
  2. Search for Slack and select Send Channel Message
  3. Choose your Slack credential
  4. Configure the message:
    • Channel: Select the target channel (e.g., #form-responses)
    • Message: Use variables from the form submission:
📝 New Form Submission

Name: {{trigger.name}}
Email: {{trigger.email}}
Message: {{trigger.message}}

Submitted at: {{trigger.timestamp}}

4. Test and Publish​

  1. Click Test to run the workflow with sample data
  2. Verify the message appears in your Slack channel
  3. Click Publish to activate the workflow

Troubleshooting​

The "Connect with Slack" Button Doesn't Appear​

  • Ensure you are logged into your Boltic account
  • Navigate to Integrations → + Add New Source → Search for "Slack"
  • The button appears on the Slack integration configuration page

Bot Messages Don't Appear in Channel​

  1. Invite the bot to the channel: Type /invite @Boltic in the channel
  2. Verify the channel name is correct in your workflow configuration
  3. Check that the workflow is published and active

Workflow Doesn't Trigger on Slack Events​

  1. Ensure the trigger is configured for the correct channel
  2. Verify the bot is a member of the channel being monitored
  3. Check the workflow is published (not in draft mode)

Authorization Expired​

If you see authorization errors:

  1. Go to Integrations in Boltic
  2. Find your Slack integration
  3. Click Reconnect and re-authorize with Slack

Support​

Need help with the Boltic Slack integration?