Aha! Ideas | Send activity to Slack

Slack is a collaborative group chat platform that helps teams stay in sync and productive. You can automatically send some or all your team's activity in Aha! Ideas to Slack through this integration, including integration activity.

By customizing which idea updates you stream, everyone in the channel can focus on what matters most.

This article describes the new Slack integration, launched in August 2024. Please read this article if you are still using the legacy integration version.

Click any of the following links to skip ahead:

• Prerequisites

• Configuration

• Customize notifications

• Enable the integration

• Manage your integration

• Troubleshooting

Prerequisites

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Configuration

You can configure this integration either at the account or workspace level. To create it, navigate to:

• Settings ⚙️ Account Integrations for an account-level integration. You will need to be an administrator to do this.

• Settings ⚙️ Workspace Integrations for a workspace-level integration. You will need to be a workspace owner to do this.

An account-level Slack integration allows you to send an activity stream from Aha! Ideas to Slack for every workspace in your Aha! Ideas account.

Sending activity out of Aha! Ideas and into Slack bypasses the Aha! Ideas security controls. Anyone who has access to your Slack account will be able to see your Aha! Ideas activity, regardless of whether they have access to that information as part of your Aha! Ideas account.

1. Create your integration at either the account or workspace level. This will open the integration configuration builder.

2. On the Start tab, give your integration a unique name.

3. On the Authorize account tab:

   1. Click on the Add to Slack button. This will take you to Slack to choose which channel Aha! Ideas activity should appear in. You will be able to select from a list of existing channels, so if you would like activity to appear in a new channel, you must create that in Slack first.

   2. Once you have selected a Slack channel, click Authorize. You will be returned to Aha! Ideas and a confirmation of the channel selected will now be present on the screen.

   3. Click the Test Connection button. After a short delay, you should see a message appear in your Slack client in the channel you selected.

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Customize notifications

Adjust the type and level of notifications your team needs to see in Slack. For example, you can get a notification only when a new idea is submitted to a particular category.

On the Configure notifications tab:

• Choose to Add new notifications.

• Select a Record type, then an Event type that you want to trigger a slack notification.

Click the plus (+) button to add your new notification rule.

You can create additional notification rules, or navigate to Current notifications to delete existing rules.

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Enable the integration

From the Enable tab:

• Click Save and continue to enable the integration

From the More options menu at any step in the integration configuration you can:

• Disable the integration

• Delete the integration

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Manage your integration

If you have multiple Slack integrations that you need to manage, use the Manage integrations report, located in:

• Settings ⚙️ Account Integrations for account-level integrations.

• Settings ⚙️ Workspace Integrations for workspace-level integrations.

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Troubleshooting

To help you troubleshoot an error, we provide detailed integration logs below the integration's configuration page.

All activity waits five minutes before posting to Slack. This is to keep communication concise and avoid excessive messaging when a user is performing multiple edits at once.

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