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 β€œSales” 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.

  4. 1Choose your call data fields

    • In the Message data section, select the fields to include in the message.
    • Remove a field with the βœ• 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 Name
    βœ•
    caller_idCaller
    βœ•
    destination_num_nameDestination Name
    βœ•
    call_outcomeOutcome
    βœ•
    utm_sourceUTM Source
    βœ•
    rec_linkRec Link
    βœ•
    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.
    • Fill in the test fields to verify the notification looks correct in your Slack channel.
    • Nimbata saves your changes as you make them.

πŸŽ‰ 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.