Integrating Slack with Kintone

With Slack integrated with Kintone, users can use Slack's direct messaging feature to send a notification from the process management feature to an assignee of a task.
This feature is useful when you manage tasks using the App and Slack.

Preparations

Setting up E-Mail Address to Receive Notifications of the Slack Integration

To integrate Slack with Kintone, you must set the same e-mail address both in the Slack Workspace and Kintone. This step is not necessary if you have already set the e-mail address in the user information or once you have set this up.
To configure the setting, you must have Kintone Users & System administrative permissions.

  1. Click Settings Settings button to open Kintone Users & System Administration. open cybozu.com Administration
  2. In "Departments & Users" under User Administration, click the button edit button on the left of the user name of which you want to set the e-mail address.
    open user name
  3. Fill in the e-mail address and then click "Save". open user name

Enabling Integrations

You can enable integrations in Kintone Users & System Administration. This step is not necessary once you have enabled this.
To configure the setting, you must have Kintone Users & System administrative permissions.

  1. Click Settings Settings button to open Kintone Users & System Administration. open cybozu.com Administration
  2. Click "Integrations"and enable Slack.
    screen of integration

Creating an App on Kintone

Create an app on Kintone that will integrate with Slack.
See Various Ways to Create Apps.
Adding an app from Kintone marketplace is convenient to create an app quickly.

Enabling Process Management in the App

To send a notification as a Slack direct message to an assignee of a task, you must enable the process management in the Kintone app.
See Setting Process Management.

Setting up Slack Integration

  1. In the Kintone portal screen, click the Kintone app that you want to integrate with Slack. In this help topic, open "Task Management" to integrate with Slack.
    portal screen

  2. Click the settings button Settings button on the upper right of the record view in the app.
    Opening App Settings Page record view screen of the app

  3. Click "App Settings" tab. open app settings

  4. Click "Slack Integration".
    Open Slack integration

  5. Click "Add to Slack".
    Add to Slack screen

  6. Confirm the Slack Workspace which you want to integrate, and click "Authorize".
    In this setting example, the Slack Workspace called "Cybozu" is used for the integration. If you want to change the Workspace to integrate, click "⯆" on the upper right side. Add to Slack screen

  7. In the Kintone app, ensure that the integrated Slack Workspace is displayed.
    In Slack, a bot user called "Kintone" is added to Apps. screen integrated with Slack Workspace

  8. Click Back to App Settings on the bottom right side of the Slack settings screen.

  9. Click Update App on the upper right side of the app setting screen.

Now you have completed the settings.

Let’s Send a Notification

Let's try to send a notification!

  1. Access the Kintone app that you integrated with Slack and open a record. button to open the record details
  2. In the record details screen, click "Start". start menu
  3. Select a user to assign the task, and click "Confirm".
    screen to select an assignee

The assigned user of the task receives a direct message in Slack.
In the direct message, the title of each record is displayed. The URL of the record appears instead of the title, when the record number is selected as a record title, you do not have the permission to view the title, or the title is blank. screen to select an assignee

Removing Slack integration

In the app settings screen, you can delete the integrations with Slack Workspace.

  1. Click the settings button Settings button on the upper right of the record view in the app.
    Opening App Settings Page record view screen of the app
  2. Click "App Settings" tab. open app settings
  3. Click "Slack Integration". open Slack integration
  4. Click the "x" button x button of the Slack Workspace which you want to remove the integration, and click Remove. remove the integration
  5. Click Back to App Settings on the bottom right side of the Slack integration setting screen.
  6. Click Update App on the upper right side of the app setting screen.

Now you have removed the integration.