Integrating Slack with Kintone

 
By integrating Slack with Kintone, you can send a notification using a Slack direct message to the person who has been set as the assignee of the task. This allows for easy task management when using both a Kintone App and Slack. 

Initial Setting Configuration

1. Setup Email to Receive Notifications 

The same email address must be used for both Slack and Kintone. If end users have permission to update their email address, they may do so via Account Settings. Otherwise, setting an email address within Kintone User Administration must be completed by a Kintone Administrator.
 
How to Update Email Addresses via User Administration:
 
  1. Click settings" and select Users & System Administration.

    open Users & System Administration

  2. Select Departments & Users under User Administration, click edit" to the left of the username of which you want to set the email address.

    open user name

  3. Enter the email address and click Save.

    open user name

2. Enable Slack Integration

Enabling integrations must be completed by a Kintone Administrator. Once an integration has been enabled, it will not need to be enabled again. 

Please note, the Slack integration cannot be used if Department Access Control is enabled. 

  1. Click settings" and select Users & System Administration.

    open cybozu.com Administration

  2. Click Integrations and enable Slack.

    screen of integration

3. Create an App in Kintone

Create the app in Kintone that you wish to integrate with Slack. For further details, see How to Build an App.

4. Enable Process Management in the App

To send a notification using a Slack direct message to the person who has been set as the assignee of the task, you must enable process management in the Kintone app. For further details, see Configuring Process Management.
 

Configuring Slack Notifications

  1. Navigate to the Kintone App you'd like to integrate with Slack. For this example, Task Management will be used to integrate with Slack.

    portal screen

  2. Select settings" on the upper right side of the app to manage the app settings.

    record view screen of the app

  3. Select the App Settings tab.

    open app settings

  4. Under Customization and Integration select Slack Integration.

    open Slack integration

    If Slack Integration is not displayed: 
    • Confirm Slack is Enabled in the Integrations section of Users & System Administration.
    • Confirm Department Access Control is disabled. The Slack integration cannot be used if Department Access Control is enabled.
  5. Click Add to Slack.

    Add to Slack screen

  6. Open up the Slack Workspace you want to integrate with and click Authorize. In this setting example, the Slack Workspace "Cybozu" is used for the integration. If you want to change the Workspace to integrate, click the dropdown on the upper right side.

    Add to Slack screen

  7. Navigate back to the Kintone app screen and conform the integrated Slack Workspace is displayed.

    A bot user called “Kintone” is added to Apps in Slack.

    screen integrated with Slack Workspace

    One Kintone app can integrate with up to 5 Slack Workspaces.
      
  8. Click Back to App Settings.

    back to app settings button

  9. Click Update App

    update app button

Using the Slack Integration

In the example below, the steps used are based off the process management created for the Task Management app. Your settings may look different. 

How to Send a Notification: 

  1. Open a record in the Kintone app you configured with the Slack integration.

    button to open the record details

  2. From the record details screen, click Start

    start menu

  3. Select a user to assign the task to and click Confirm.

    screen to select an assignee

The assigned user of the task receives a direct message in Slack as follows: 


screen to select an assignee

Removing the Slack Integration

  1. Select settings" on the upper right side of the app to manage the app settings.

    record view screen of the app

  2. Select the App Settings tab.

    open app settings

  3. Under Customization and Integration select Slack Integration.

    open Slack integration

  4. Click delet" to the right of the Slack Workspace you want to remove the integration from.

    remove the integration

  5. Click Remove.

    Remove

  6. Click Back to App Settings.

    back to app settings button

  7. Click Update App.

    update app button
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