BetterCloud's Integration Center allows you to pair other third-party apps with your BetterCloud instance, supporting integration and automation across multiple platforms used by your organization in a single interface.
We recommend using a service account when installing this integration. This will prevent an interruption in service in the case that an installing user loses the necessary permissions to authenticate in the future.
This article will guide you through the process of adding a Slack integration in BetterCloud.
Adding a Slack Integration
BetterCloud supports multiple instances of our available integrations. For example, if your organization utilizes multiple Slack teams or Zendesk accounts for different departments, they can all be added to BetterCloud and managed through our tools. Therefore, don't be concerned if you have already integrated with an instance of Slack; you can always add another, and will be able to differentiate them across BetterCloud by the names you give them.
If you have a Slack Enterprise Grid Plan, adding both your Slack Organization and Slack Workspace are required for use of the Create User action. The "Disable User" action is only available for Slack Plus at this time and will not work for customers using Slack Free, Standard, or Enterprise Grid.
When adding an integration, it is very important to complete these steps fully, and in the order prompted.
1. Begin by navigating to the Integration Center in BetterCloud and locate the Slack integration from the Discover section.
2. Click "Install" to begin your installation process:
3. To begin the installation process, give your Slack instance a unique custom name, and click "Review Permissions" to continue to the next step.
4. Next, review the permissions that are required in BetterCloud when installing the Slack integration and press the “Connect” blue button to continue:
5. You will be automatically redirected to a page owned by Slack, where you will be prompted to authorize permissions. Once the permissions have been accepted you will be prompted to close the pop-up window.
6. If you do not see Slack open another window, you may be blocked by a pop-up blocker. Once the pop-up blocker is disabled, you can click “Click Here If Pop Up Did Not Open”.
7. Congratulations! You reached the final step and finished adding your Slack integration.
Now that you’ve successfully added your Slack integration to your BetterCloud instance, you get started right away with using the Alerts button to begin adding alerts to your domain, and set up Workflows for automation.
Clicking on the blue “Visit Alerts” button will redirect you to the Alerts Manager page. And selecting the “Visit Workflows” blue button guides you straight to the Workflows creation to get started on your very first Workflow!
8. When access is verified, you will be directed back to the Integration Center, where your new Slack integration will be visible.
Using Slack Enterprise Grid?
If you are using Slack Enterprise Grid and want to use the Create User action in BetterCloud, you will need to add both the Slack Organization and Slack Workspace as integrations due to the way the SCIM API functions. Adding the Organization is required to use this API on the Enterprise Grid plan, and adding the Workspace is required to sync in your Directory data.
When using the Create User Slack action, the Organization will need to be selected from the drop-down menu when choosing your integration.
Here’s an article that explains more about the SCIM API requirements: https://api.slack.com/scim
Removing a Slack Integration
To disconnect a Slack integration that is no longer needed in your BetterCloud instance, please see our steps for removing an integration.
Viewing and Managing Integrations
Once an integration has been added to your BetterCloud instance, it will be appear in new ways throughout our app, and be distinguished by name. Please see our "Viewing, Managing, and Deleting Integrations" article for more information about how integrations will appear throughout BetterCloud.