The Slack integration sends real-time call notifications to your Slack workspace, so your team stays informed about inbound call activity. To send the same alerts by email instead, see Email Alerts.

Note

For more information on using Nimbata and Slack, read our privacy policy.

  1. Connect your Slack workspace

    • Go to Integrations > Slack.
    • Click Connect.
    • Click Allow to grant Nimbata access.
    • A confirmation message appears once connected.

  2. Select your trigger

    • Which calls send a notification is decided by a workflow with a Slack action: a workflow that runs when a call ends, with no filter, notifies for all calls.
    • Add filters to the workflow to narrow it down, for example only calls tagged as “Sales” or only answered calls.

  3. Select a Slack channel

    In the Channel and message section, choose the Slack channel where call notifications should be sent. For a private channel, first invite the app there: type /invite @Nimbata Call Tracking in the channel.

    The same section sets the Bot name the messages come from (it can include call details), Auto-expand links (on by default) and Two-column layout (off by default).

    To post different calls to different channels, add another Slack setting (each has its own channel, starting with Slack Settings 1), and pick the one you want in each workflow.

  4. Choose your call data fields

    • Optionally, under Message text, type a line that is posted above the call details, for example New call from %caller_id% to %tracking_num_name%. It can include call fields, and Slack formatting such as *bold*, _italic_ and links.
    • In the Message data section, select the fields to include in the message.
    • Remove a field with the ✕ icon.
    • Rename labels inline, or add new fields with Add parameter (1).

    Message data

    Choose which call details are included.

    Parameter nameValue
    tracking_num_nameTracking Number Friendly Name
    ✕
    caller_idCaller ID
    ✕
    destination_num_nameDestination Number Friendly Name
    ✕
    call_outcomeCall Outcome
    ✕
    utm_sourceUTM Source
    ✕
    rec_linkRec Link
    ✕
    Add parameter1
    Each row is a line of the Slack message. Add parameter (1) adds one; Send Test sends a sample.

    Tip

    Adding the Rec Link field lets your team open call recordings directly from Slack with one click.

  5. Test and save

    • Click Send Test.
    • Check or change the sample values in the panel that opens, then click Send event to post a test message to your Slack channel.
    • Nimbata saves your changes as you make them.

🎉 Done! Nimbata posts a Slack notification for every call that matches your trigger.

Note

To uninstall the integration, go to Integrations > Slack, open the three-dot menu at the top right of the page and click Disconnect.