Slack

Slack integration in Lleverage enables you to automate team communication and collaboration workflows directly within your Slack workspace. Send messages, manage channels, upload files, and interact with users seamlessly to keep your team connected and informed.

Key Features

• Message management - Send, reply, and update messages across channels and users

• Channel operations - Set topics, descriptions, and manage channel members

• File sharing - Upload files directly to Slack channels with comments

• User management - Update profiles, set status, and manage user groups

• Advanced messaging - Use Block Kit, markdown formatting, and scheduled messages

• Search and retrieval - Find messages, list users, and retrieve conversation threads

• Secure connection - Direct integration with Slack workspaces via Pipedream

How to Add Slack Integration

1. Open the Add Action menu using one of three methods:

   • Click the "Add Action" button in the top left corner

   • Click on a connection circle on an existing action card

   • Click and drag from one action to create a connection

2. Navigate to Slack integration:

   • Select "External Apps" from the categories

   • Find "Slack" in the top 10 popular integrations, or

   • Scroll down to find Slack in the alphabetical list

3. Click on Slack to view available actions

4. Select your desired Slack action from the comprehensive list

💡 Tip: Slack appears in the top 10 integrations due to its popularity and extensive automation capabilities.

How to Connect Your Slack Account

Initial Setup

1. Click "Connect Slack Account" in any Slack action

2. Follow the Slack authentication process via Pipedream

3. Grant necessary permissions for your workspace

4. Your connected account will be available across all Slack actions

⚠️ Important: When data is available (channels, users, etc.), dropdown options will populate automatically. Otherwise, you can input values manually or use workflow variables.

How to Configure Optional Properties

Understanding Optional Properties

1. Click on "Optional Properties" to see available configuration options

2. Select the properties you want to add - they'll appear as input fields above

3. Configure each property based on its type:

   • Toggle: On/off switches for boolean options

   • Input: Text fields for custom values

   • Dropdown: Selection from available options

4. To remove optional properties, click them again in the Optional Properties menu

💡 This pattern applies to all Slack actions - use optional properties to customize behavior without cluttering the basic interface.

How to Send Messages

How to Send Basic Messages

Send Message to Public or Private Channel

1. Connect your Slack account

2. Select the target Channel from dropdown or input manually

3. Enter your Text message content

4. Configure optional properties:

   • Send Text as Slack Markdown: Enable rich formatting

   • Schedule Message: Set delivery time

   • Customize Bot Settings: Modify bot appearance

   • Reply to Thread: Respond to specific message

   • Add Message Metadata: Include additional data

   • Configure Unfurl Settings: Control link previews

💡 Use case: Send automated notifications, share updates across teams, or broadcast announcements based on workflow triggers.

Send Message to User Group

1. Connect your Slack account

2. Enter Text message content

3. Configure optional properties:

   • Users: Specify target user group

   • Channel: Select communication channel

   • Plus all standard messaging options (markdown, scheduling, etc.)

💡 Use case: Alert specific teams about issues, send targeted updates to project groups, or notify stakeholders about workflow completion.

How to Send Advanced Messages

Send Message Advanced

1. Connect your Slack account

2. Select Channel or input destination

3. Enter Text content

4. Additional optional properties include:

   • Attachments: Add file attachments

   • Parse: Control message parsing behavior

   • Link Names: Enable automatic username/channel linking

   • Add Blocks: Reference existing blocks or configure manually

💡 Use case: Create rich, formatted messages with attachments, interactive elements, or complex layouts for comprehensive team communication.

Send Large Message (3000+ Characters)

1. Connect your Slack account

2. Select target Channel

3. Enter Text content (supports over 3000 characters)

4. Same optional properties as standard messaging

💡 Use case: Share detailed reports, comprehensive updates, or lengthy documentation directly in Slack without character limitations.

Build and Send Block Kit Message

1. Connect your Slack account

2. Select target Channel

3. Configure optional properties:

   • Notification Text: Fallback text for notifications

   • Add Blocks: Reference existing blocks or configure manually (maximum 5 blocks)

   • Plus standard messaging options

💡 Use case: Create interactive messages with buttons, forms, or rich layouts for user engagement, surveys, or actionable notifications.

How to Reply to Messages

Reply to Message Thread

1. Connect your Slack account

2. Select the Channel containing the original message

3. Enter Text for your reply

4. Specify Message Timestamp of the original message

5. Optional properties include:

   • Send Channel Message: Make reply visible to entire channel

   • Plus standard formatting and scheduling options

💡 Use case: Provide automated responses to support requests, follow up on specific conversations, or add context to ongoing discussions.

How to Manage Channels and Users

How to Configure Channels

Set Channel Topic

1. Connect your Slack account

2. Select the target Channel

3. Enter the new Topic text

💡 Use case: Update channel topics based on project phases, current sprint information, or dynamic status updates from workflows.

Set Channel Description

1. Connect your Slack account

2. Select the target Channel

3. Enter the new Purpose (description) text

💡 Use case: Maintain current channel descriptions, update project information, or reflect changing team responsibilities.

How to Manage Users and Groups

Update Profile

1. Connect your Slack account

2. Configure optional properties to update:

   • Display Name: Public display name

   • First Name: User's first name

   • Last Name: User's last name

   • Phone: Contact phone number

   • Pronouns: User's pronouns

   • Title: Job title or role

   • Email: Contact email address

   • User: Target user to update

💡 Use case: Automatically update team member information, sync HR data with Slack profiles, or maintain current contact details.

Set Status

1. Connect your Slack account

2. Enter Status Text for the status message

3. Configure optional properties:

   • Status Emoji: Add emoji to status

   • Status Expiration: Set when status expires

💡 Use case: Automatically set "in meeting" status during scheduled calls, update availability based on calendar events, or reflect workflow states.

Update Group Members

1. Connect your Slack account

2. Select the User Group to modify

3. Configure optional properties:

   • Users to Add: Add new members to the group

   • Users to Remove: Remove existing members

   • Team: Specify team context

💡 Use case: Dynamically manage project teams, update access groups based on role changes, or maintain current team membership.

How to Search and Retrieve Information

How to Find Content

Find Message

1. Connect your Slack account

2. Enter Query to search for specific messages

3. Configure optional properties:

   • Team: Specify team context

   • Max Results: Limit number of results

   • Sort: Choose sorting method

   • Sort Direction: Ascending or descending order

💡 Use case: Locate specific conversations for follow-up, find important information shared in channels, or retrieve historical context for decisions.

How to List Information

List Users

1. Connect your Slack account

2. Retrieves all users in the workspace

3. Optional properties:

   • Team: Filter by team

   • Page Size: Control results per page

   • Number of Pages: Limit total pages retrieved

💡 Use case: Generate team directories, create user lists for notifications, or audit workspace membership.

List Members in Channel

1. Connect your Slack account

2. Select the target Channel

3. Optional properties:

   • Return Usernames: Include username data

   • Page Size and Number of Pages: Control result pagination

💡 Use case: Audit channel membership, create targeted communication lists, or monitor team participation.

List Group Members

1. Connect your Slack account

2. Select the User Group to examine

3. Optional properties for pagination control

💡 Use case: Verify group membership, generate contact lists, or audit access permissions.

List Replies

1. Connect your Slack account

2. Select the Channel containing the thread

3. Specify Message Timestamp of the parent message

4. Optional properties for pagination

💡 Use case: Retrieve conversation threads for analysis, follow discussion outcomes, or archive important conversations.

How to Share Files

How to Upload Files

Upload File

1. Connect your Slack account

2. Select the target Channel

3. Specify File Path of the file to upload

4. Optional properties:

   • Initial Comment: Add description or context to the file

💡 Use case: Automatically share generated reports, upload processed documents, or distribute files created by workflows to relevant team channels.

How to Update Messages

How to Modify Existing Messages

Update Message

1. Connect your Slack account

2. Select the Channel containing the message

3. Specify Message Timestamp of the message to update

4. Enter new Text content

5. Configure Send as User toggle (on for user, off for bot)

6. Optional properties:

   • Attachments: Modify attached content

💡 Use case: Update status messages with current information, correct automated messages, or modify shared content based on workflow changes.

Important Considerations

• All input fields support manual text entry, dropdown selections, and workflow variables

• Dropdown options populate automatically when workspace data is available

• Message timestamps are required for thread replies and message updates

• Bot vs. user messaging affects how messages appear in Slack

• Optional properties provide extensive customization without interface complexity

• File uploads require valid file paths from your workflow

⚠️ Permission Note: Ensure your Slack bot has appropriate permissions for the channels and actions you want to automate.

How Slack Actions Work in Your Workflow

1. Add the appropriate Slack action based on your communication needs

2. Connect your Slack account securely via Pipedream

3. Configure required fields and desired optional properties

4. Connect the action to other workflow steps as needed

5. When the workflow runs, the Slack action will execute the specified communication

6. Results from Slack actions become available as variables for subsequent workflow steps

💡 Best Practice: Use Slack actions to keep teams informed throughout your automated processes - from status updates to final results and required actions.