Slack integration overview

Slack Overview

Slack in Clay enables users to retrieve and send messages, notifications, and member lists within Slack channels, facilitating efficient communication and collaboration.

Setting up Slack and Clay integration

To set up the Slack integration, connect your Slack account by signing in via OAuth. You can access this in the Settings > Connections or via any integration panel.

Available Actions with the Slack Integration

Action Find Slack User by Email

Use this action to find a Slack user based on their email address.

Setup Inputs

• User Email: Enter or select a column containing the email address of the Slack user you want to find.

Action Send Message to Channel

Use this action to send messages to Slack channels through a bot directly from Clay

Setup Inputs

• Bot Name (Optional): Specify the name of the bot that will post the message.
• Emoji (Optional): Choose an emoji the bot will use when posting the message.
• Slack Channel: Enter the name of the Slack channel where you want to post the message.
• Summary (Optional): Text at the beginning of the message (e.g., “A new response has been submitted”). This field supports markdown.
• Form Information (Optional): Add structured form data to the message (e.g., “First Name → Kareem”). The form will be sorted alphabetically by field name.

Action Find List of Channel Members

Use this action to retrieve a list of members from a specified Slack channel.

Setup Inputs

• Slack Channel: Enter the name of the Slack channel (without the #) from which you want to retrieve members (e.g., “fun-and-random”).

‍