Receive alerts and requests in Slack

For example, when a task becomes blocked, channel notifications can keep the entire team informed.

Also, with the Smartsheet bot in Slack, you can receive notifications in Slack just like you do in email. Once configured, you can receive mention notifications and requests directly in Slack. For example, you can approve budget spending on a project without leaving Slack.

You can only receive alerts and requests in a public/private Slack channel with the Smartsheet EU for Slack integration. You can’t receive personal notifications, requests and @mentions via the Smartsheet bot if you have Smartsheet EU for Slack. For more information about all the capabilities, features, and services currently supported in the EU, see the Capabilities available in Smartsheet | Regions page.

Before you begin

You can set Slack alerts to go to public or private Slack channels. Before you can receive alerts in Slack, you need to create a workflow for your channel and add the Smartsheet bot to any private channels. 

To add the Smartsheet bot to a private Slack channel: 

1. Go to the private Slack channel you want to use. 
2. Type @Smartsheet to add the Smartsheet bot. 

You can now select the channel when you configure alerts.

Create an automated workflow

Customize the content of your alerts and requests to keep your team in sync and up to date by providing access to the most important information.

Install the integration from the Slack App Directory

Based on your organization's configurations, your Slack Admin may or may not need to install the Smartsheet for Slack integration or the Smartsheet EU for Slack integration for you to receive notifications in a Slack channel. 

Installation requires the Slack desktop app as opposed to the Slack browser app.

Receive alerts and requests as direct messages

Connect the two apps to receive Smartsheet alerts (notifications, update requests, approval requests) as Slack direct messages.

With the Slack app open:

1. In the left panel, select Apps.

2. In the search bar at the top, type Smartsheet, and select the Smartsheet bot. You may need to submit a request to your organization’s Slack admin to enable the bot. 

3. Type anything to the bot to start a conversation with it. When prompted, select Allow Access.

4. Sign in to your Smartsheet account and select Allow.

Once you see the success page and the bot sends you the message You’re all set up!, you can take action on update requests, approval requests, notifications, and reminders from Smartsheet.

Existing alerts and actions now go to Slack (in addition to the Notification Center and email inbox), but you can configure how you receive notifications from Smartsheet.

Type help in a direct message to the bot to learn more.

Unregister from Smartsheet notifications

You have two methods to stop receiving future alerts and actions messages in Slack:

In Slack (desktop or mobile):

• Type unregister in a direct message to the Smartsheet bot.
• The bot confirms that you’ve successfully unregistered and will no longer send direct messages to you.

In Smartsheet:

1. Select your Profile image in the upper-right corner of the Smartsheet window.
2. Select Apps & Integrations.A window appears with a list of all integrations that are connected to your Smartsheet account.
3. Locate Slack integration and select Revoke.

After revoking access, you’ll no longer receive notifications in Slack.

How alerts and requests appear in Slack

Alerts provide different information based on whether one or multiple rows have been added or updated. Update and approval requests are only sent as direct messages.

Single row

Here’s what you see in an alert or request based on a single row:

• The kind of change, if any, (new row, updated row) in bold text
• The Primary column 
• Up to four cells that were added or changed can be displayed, starting from the leftmost cell on the row
• Symbols and images in the grid are displayed as text values (an image filename is displayed instead of the image).

Select the sheet name to be taken to the specific row in Smartsheet.

Multiple rows

For an alert or request based on multiple rows, you see a summary notification:

• Notifications only: The kind of change (new rows, updated rows)
• Number of rows involved in the alert or request.

Select the sheet name to be taken to the sheet in Smartsheet.