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83 changes: 83 additions & 0 deletions components/slack_v2/README.md
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# Overview

The Pipedream app for Slack enables you to build event-driven workflows that interact with the Slack API. Once you authorize the app's access to your workspace, you can use [Pipedream workflows](/workflows/) to perform common Slack [actions](#workflow-actions) or [write your own code](/code/) against the Slack API.

The Pipedream app for Slack is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

- Automate posting updates to your team channels
- Create a bot to answer common questions
- Integrate with your existing tools and services
- And much more!

# Getting Started

## Should I use the app for Slack or bot for Slack on Pipedream?

The app for Slack is the easiest and most convenient option to get started. It installs the official Pipedream bot into your Slack workspace with just a few clicks.

However, if you'd like to use your own bot registered with the [Slack API](https://api.slack.com), you can use the [bot for Slack](https://pipedream.com/apps/slack-bot) instead.

The bot for Slack requires a bot token to allow your Pipedream workflows to authenticate as your bot. The extra setup steps allow you to list your custom bot on the Slack Marketplace or install the bot on other workspaces as your bot's name instead of as Pipedream.

## Accounts

1. Visit [https://pipedream.com/accounts](https://pipedream.com/accounts).
2. Click on the **Click Here To Connect An App** button in the top-right.
3. Search for "Slack" among the list of apps and select it.
4. This will open a new window asking you to allow Pipedream access to your Slack workspace. Choose the right workspace where you'd like to install the app, then click **Allow**.
5. That's it! You can now use this Slack account in any [actions](#workflow-actions) or [link it to any code step](/connected-accounts/#connecting-accounts).

## Within a workflow

1. [Create a new workflow](https://pipedream.com/new).
2. Select your trigger (HTTP, Cron, etc.).
3. Click the **+** button below the trigger step and search for "Slack".
4. Select the **Send a Message** action.
5. Click the **Connect Account** button near the top of the step. This will prompt you to select any existing Slack accounts you've previously authenticated with Pipedream, or you can select a **New** account. Clicking **New** opens a new window asking you to allow Pipedream access to your Slack workspace. Choose the right workspace where you'd like to install the app, then click **Allow**.
6. After allowing access, you can connect to the Slack API using any of the Slack actions within a Pipedream workflow.

# Example Use Cases

- **Automated Standup Reports**: Trigger a workflow on Pipedream to collect standup updates from team members within a Slack channel at a scheduled time. The workflow compiles updates into a formatted report and posts it to a designated channel or sends it via email using an app like SendGrid.

- **Customer Support Ticketing**: Use Pipedream to monitor a Slack support channel for new messages. On detecting a message, the workflow creates a ticket in a customer support platform like Zendesk or Jira. It can also format and forward critical information back to the Slack channel to keep the team updated.

- **Real-time CRM Updates**: Configure a Pipedream workflow to listen for specific trigger words in sales-related Slack channels. When mentioned, the workflow fetches corresponding data from a CRM tool like Salesforce and posts the latest deal status or customer information in the Slack conversation for quick reference.

# Troubleshooting

## Error Responses

Slack's API will always return JSON, regardless if the request was successfully processed or not.

Each JSON response includes an `ok` boolean property indicating whether the action succeeded or failed.

Example of a successful response:

```json
{
"ok": true
}
```

If the `ok` property is false, Slack will also include an `error` property with a short machine-readable code that describes the error.

Example of a failure:

```json
{
"ok": false,
"error": "invalid_parameters"
}
```

Additionally, if the action is successful, there's still a chance of a `warning` property in the response. This may contain a comma-separated list of warning codes.

Example of a successful response, but with warnings:

```json
{
"ok": true,
"warnings": "invalid_character_set"
}
```
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