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Aha! Ideas | Send activity to Slack

Slack is a collaborative group chat platform that helps teams stay in sync and productive. You can automatically send some or all your team's activity in Aha! Ideas to Slack through this integration, including integration activity.

By customizing which idea updates you stream, everyone in the channel can focus on what matters most.

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Prerequisites

Integration type

Aha! Ideas level

  • Account level

  • Workspace level

Required user permissions: Configuration

Required user permissions: Use integration

Associated records

  • Ideas

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Configuration

You can configure this integration either at the account or workspace level. To create it, navigate to:

  • Settings ⚙️ Account Integrations for an account-level integration. You will need to be an administrator to do this.

  • Settings ⚙️ Workspace Integrations for a workspace-level integration. You will need to be a workspace owner to do this.

An account-level Slack integration allows you to send an activity stream from Aha! Ideas to Slack for every workspace in your Aha! Ideas account.

Sending activity out of Aha! Ideas and into Slack bypasses the Aha! Ideas security controls. Anyone who has access to your Slack account will be able to see your Aha! Ideas activity, regardless of whether they have access to that information as part of your Aha! Ideas account.

In Slack

  1. If you want Aha! Ideas activity to appear in a new Slack channel, create that channel in Slack.

In Aha! Ideas

  1. Create your integration at either the account or workspace level.

  2. Click on the Add to Slack button. This will take you to Slack to choose which channel Aha! Ideas activity should appear in.

    You will be able to select from a list of existing channels, so if you would like activity to appear in a new channel, you must create that in Slack first.

  3. Select Authorize on this page once the desired channel is selected. You will be returned to Aha! Ideas and a confirmation of the channel selected will now be present on the screen.

  4. Click the Test Connection button. After a short delay, you should see a message appear in your Slack client in the channel you selected.

  5. Customize the channel by selecting the activities that will be sent to your Slack channel. This step is optional but recommended.

  6. Select the Aha! Ideas users for which activity will be picked up and sent to Slack. By default, this is everyone.

  7. Enable the integration.

  8. Consider renaming this integration with your Slack channel name for easy future reference. Perhaps something like: "Slack: #customers." You can do this by clicking the Slack text in the heading of the page.

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Manage your integration

If you have multiple Slack integrations that you need to manage, use the Manage integrations report, located in:

  • Settings ⚙️ Account Integrations for account-level integrations.

  • Settings ⚙️ Workspace Integrations for workspace-level integrations.

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Troubleshooting

To help you troubleshoot an error, we provide detailed integration logs below the integration's configuration page.

All activity waits five minutes before posting to Slack. This is to keep communication concise and avoid excessive messaging when a user is performing multiple edits at once.

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If you get stuck, please reach out to our Customer Success team. Our team is made up entirely of product experts and responds fast.

Suite overview
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Aha! Ideas
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      Release notes