The Cobot to Slack integration via Zapier allows you to send notifications to your Slack channel(s) when an actions takes place in Cobot. If you are not sure what Zapier is, or how it works, check out this guide first.
First, make sure you have the following accounts set up:
Let’s get started!
You can access the Cobot to Slack integration via Zapier a few different ways. Search for Cobot in Zapier, find Zapier in Cobot under the Add-ons tab in the admin portal, or to make it even easier, just click on one of the shortcuts below to test out one of our pre-configured options, and then click ‘Try It’:
You will be prompted to log in to both Cobot and Slack, giving Zapier permission to send data between Cobot and Slack.
Choose your Cobot space and Slack channel(s) (if you have multiple) to ensure the data will be sent between the correct locations.
Click on ‘Turn on Zap’ and you are ready to roll!
It’s always good practice to test any zaps you have created. Head over to your Cobot Booking Calendar and create a test booking to watch the magic happen.
Here is an example of what a successful notification in Slack looks like:
What else can you do?
Plenty! There are a number of different actions possible. To see what is available, check out Zapier’s Cobot + Slack integration page here. Once you choose a new Zap, you will see easy step-by-step instructions walking you through the set up. Easy!
Suggestions For Configuring Your Slack Space & Channels
We made our general chat the Coworkers’ Chat and added private channels for staff where notifications for the rest of our apps are received.
You can make additional channels for specialty groups in your space (lunch meetup, programmers’ discussion, marketing, jobs).
You can then set your Zapier integrations to post to specific channels, adding other items like Stripe, Wunderlist, Google, etc.
You can also change the amount of information received: for example, the #general channel can get a basic message when a new member joins, and the #space-managers channel can get the details of their plan, start date, and a to-do checklist from Trello.
If you come up with some unique uses of Slack with Cobot, let us know so we can share!