Automatic Slack Notifications for Podio Events via Globiflow
While the title of this page might sound daunting, connecting Podio to Slack for simple notifications / message on Podio events (new project, new comments, etc.) is actually really simple with Globiflow and integrates really well into any existing flows you might already have set up.
Here is how you can get Podio to talk to Slack (using Globiflow):
- If you haven’t already, set up a webhook in your slack online settings portal.
- If you are creating a brand new one, go to: https://my.slack.com/services/new/incoming-webhook/
- If you are trying to modify or find an existing one, go to https://slack.com/apps/A0F7XDUAZ-incoming-webhooks
- You don’t need to customize your webhook at all, but you do need to grab the “Webhook URL” from the setup page – this is the address that Globiflow will send data to in order to post to Slack.
- Go to Globiflow (I would recommend doing this in another tab, so you can switch back to editing your Slack webhook if desired).
- Decide how/when you want the slack notification to be triggered – the webhook can exist in any flow and does not require a specific flow trigger type – so you basically have the full power of Globiflow to structure how your notification is generated. See the bottom of this post for sample ideas.
- Add a step to your flow – select the action type “Remote POST / GET”
- The “From URL” should be the “Webhook URL” from Slack. Make sure you copy and paste it exactly from Slack.
- In the dropdown at the top, have “POST” selected
- “POST Params” is what should contain the JSON payload that Slack interprets and presents as a message in Slack. If you are having trouble figuring out how to format your Slack JSON payload, I built a tool to make it easier to experiment with Slack message formatting and also test webhook URLs – check it out here!
- You can combine Globiflow variables (the blue boxes in my screenshot) with plain text. Keep in mind quotes have to be either be escaped, or make sure your inner most enclosing quotes are single while outside are double (or reversed).
- Since this field is basically a PHP calc field, you need to either properly escape a stringified JSON object (as seen in my sample far below) or use something like json_encode(PUT_ARRAY_HERE). (Thanks Raphael for the reminder! See his example in the comments)
- You also need to hit the “(OPT)” link at the top to expand the header section and paste in “Content-Type:application/json” (see screenshot below for example).
6. Save your flow, and optionally test it first on a sample item by clicking the “simulate vars” link at the bottom.
Here is a screenshot showing a Globiflow flow I have set up to notify our team on Slack for every 100 projects that get added into our CL workspace. I considered doing it when projects are complete, but I realized that since projects are often completed out of order, that could mess up my math for triggering on every 100.
Here are some more examples of how you could utilize Podio sending Slack notifications through Globiflow:
- Keep track of a “backlog”, e.g. unfinished projects. When it reaches a certain level, send a slack notification to an operations channel to alert them.
- Make a Podio user for automation stuff – give it a username of “PodioBot”. Then make a flow that sends any comment @PodioBot through a slack notification. So in Podio, someone could comment on a project “@PodioBot For discussion in today’s meeting”.
- Make a flow to gather basic stats (# of finished projects, # of in progress, etc.) and then post daily summary message to Slack.
- Have a button on projects that functions as a “help needed” button, almost like a ticketing system. Have a flow that triggers on this button getting pressed and notifies support with a link to the project. When support fixes the issue, they can unclick the button.
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