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Send Slack Message When GUIDEcx Project Status Changes Recipe
Send Slack Message When GUIDEcx Project Status Changes Recipe
Stacey Hatch avatar
Written by Stacey Hatch
Updated over a year ago

Recipe Overview

This recipe will forward Project Status Change updates to the Slack channel specified in GUIDEcx with the "Project_Slack_Channel_ID" hidden property.

Note: This Recipe sends the message to the assignee from the user signed in with the Recipe Builder Connection. We recommend creating a user in your Slack Environment to act as the GUIDEcx bot. See the Slack Channel Integration Recipes Article for more information.

Integration Setup

Installing the Recipe

Prerequisites: The Slack Channel IDs Lookup Table created in Recipe Builder. A user created in your Slack instance that will be used by the recipe to send messages. A project property titled "Project_Slack_Channel_ID" containing the slack channel tied to the project (This can easily be created using the Create Slack Channel for New GUIDEcx Project recipe).

Follow the steps outlined in the video below to install the recipe:

Configuring Individual Steps

This recipe only requires users to connect to their GUIDEcx and Slack instance, none of the steps need to be configured.

Starting the Recipe

From within Recipe Builder, click the 3-dot menu to the right of each of the three recipes and select "Start Recipe".

Recipe Testing

Follow these steps to test the recipe:

  1. Either create a project with the Create Slack Channel for New GUIDEcx Project recipe started in Recipe Builder. Or use GUIDEcx's API to add the Slack Channel ID of an existing Channel to the Project Properties with the property name "Project_Slack_Channel_ID"

  2. Change the Project Status

    1. The recipe should run, and the message should be posted to the channel.

  3. If the Recipe runs, but the message isn' sent to the Slack channel as expected, check the job logs of this recipe.

  4. If the condition in Step 4 was not met, it means that the Slack Channel ID was not found in the project properties. Ensure that it has been added using either the Create Slack Channel for New GUIDEcx Project recipe or adding the project property using our API.

FAQs

Does this recipe forward responses from Slack to GUIDEcx?

No. Out of the Box, this recipe only forwards messages from GUIDEcx to Slack.

Related Articles
Push Slack Status to GUIDEcx (Reverse) Recipe
Slack Channel Integration Recipes
Create Slack Channel for New GUIDEcx Project Recipe
Forward GUIDEcx Project Notes to Slack Recipe
Send Slack Message When Specific GUIDEcx Tasks Marked Done Recipe
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