Integrating your TextIt Workflows with Slack

A number of our users have identified bridging the gap between automated and direct communication (directly communicating with a client after collecting information through an automated workflow) as a point of interest. While TextIt offers some powerful actions to facilitate such a process, such as forwarding information collected within a workflow through SMS & email, we'd like to bring attention to an integration that makes more sense each passing day:  TextIt + Slack.

An increasing amount of teams across every sector are coordinating their projects with Slack. Slack provides a messaging platform that integrates with and unifies a wide range of communications services such as Twitter, Dropbox, Google Docs, Jira, GitHub, MailChimp, Trello, and Stripe. We use it, and for the most part love it. We're not the only ones - organizations ranging from The New York Times to Nasa's Jet Propulsion Laboratory to the University of Wisconsin-Madison's IceCube Collaboration use it every day. 

Why it Makes Sense

Slack allows teams to create a number of channels, from #general to #socialmedia to #support - the latter of which this article will focus on. Dealing with people is a challenge every outward-facing organization encounters, especially if it's selling a product or providing a service. Support interactions can be automated by various workflow products like TextIt, but situations will arise in which direct communication is more appropriate. The challenge then becomes building a workflow that brings clients to support at the appropriate time - an easy proposition for TextIt's flow logic. If your team uses Slack, you've got a perfect environment for receiving and managing these requests. 

Integrating TextIt with Slack

Build your Pipeline

Build a workflow that culminates in a Send an Email action. You'll probably want to triage requests, or give the client a choice as we've done in the example below: 


Insert the information you'd like each support email sent by your workflow to contain. In the example below, we've included the clients' 

Enabling Email Notifications

Adding the email integration to your team is simple: just pick the channel to which you’d like to send the email messages and you’ll be given a secret email address that will route directly to that Slack channel. That’s it—repeat as necessary.

How To:

  1. Choose the Email option shown on your Slack Integrations page.
  2. Select a channel the email will post to, give it a label, name and an icon, then click Save Integration.
  3. Copy the generated unique Slack email address (tip: post it to the channel itself as a Pinned Message if you’d like others to use it too), and add that email to any service you’d like to send emails into your channel, and you’re done.
  4. Repeat the process on as many channels as you’d like to send messages into, letting each instance generate a new special email address.

If you haven't already signed-up for TextIt, you can try this integration and others for free at textit.in :)