Integrating Slack Using API Call Notifications

Last edit: Jun 24, 2022

This guide will help you create a Slack integration for platformOS using API Call Notifications.


To follow this tutorial, you should be familiar with creating API Call Notifications. You also have to have access to a Slack workspace, have enabled webhooks, and created an incoming webhook. You will need the webhook URL for creating the API Call Notification.


Integrating Slack using API Call Notifications is a two-step process:

Step 1: Create API Call Notification

Your webhook URL looks similar to this: https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX.
Create an API Call Notification using your own webhook URL (replace placeholder):

name: { name of your file here }
format: http
request_headers: '{ "Content-Type": "application/json" }'
request_type: POST
to: { your webhook URL, e.g. https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX }
	"text": "New Contact on Platform.OS.com!"


You can customize your message in Slack quite a bit. Learn more about that on the page that provided you your webhook URL or on api.slack.com/incoming-webhooks

Step 2: Add API Call Notification to form

Add the following to the front matter on your form:

- slack_sales_request

The front matter of the form we used in this example:

name: enquirer_signup
resource: User
  - slack_sales_request

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