Keep your team aware of new developments to projects tracked in Smartsheet as they chat in Slack with an automatic channel notification. You can have Smartsheet automatically notify people in Slack, for example, when a task that relates to the team becomes blocked.
You can also receive notifications, update requests, and approval requests as direct messages. Approve budget spending on a project without having to leave Slack.
In this Article:
- Before You Begin
- Automatic Slack Channel Notifications
- Receive Alerts as Direct Messages
- How Alerts Appear in Slack
Create an Automated Workflow
Before you can receive alerts and requests in Slack, you'll need to be a recipient on an automated workflow on a sheet in Smartsheet. More information on how to create automated workflows can be found in Save Time and Work Faster With Automated Workflows.
Install the Integration from the Slack App Directory
Your Slack Admin will need to install the Smartsheet Integration with Slack for you to receive notifications in a Slack channel. More information on how to install apps to Slack is available on the Slack Help Article.
Installation requires the Slack desktop app (as opposed to the Slack browser app).
Start receiving Smartsheet alerts (notifications, update requests, approval requests) as Slack direct messages by connecting the two apps.
With the Slack app open:
- In the left panel, click Apps.
- In the search bar at the top, type “Smartsheet” and select the Smartsheet bot.
NOTE: To be able to use the Slack integration with Smartsheet, you may need to submit a request to your organization’s Slack admin to enable the bot with the steps in this Slack Help Article article.
- Type anything to the bot to start a conversation with it. The bot will greet you and ask for your authorization. When prompted, select Allow Access.
The Smartsheet sign in and authorization pages appear.
- Sign in to your Smartsheet account and click Allow.
Once you see the success page and the bot sends you the message “You’re all set up!” you’ll be able to take action on update requests, approval requests, notifications, and reminders from Smartsheet!
Type “help” in a direct message to the bot to learn about how it works.
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 will confirm that you’ve successfully unregistered and will no longer send direct messages to you.
- Click on your Profile image in the upper-right corner of the Smartsheet window.
- Select Apps & Integrations.
- A window appears with a list of all integrations that are connected to your Smartsheet account.
- Locate the Slack integration listing in the apps list and click Revoke.
After revoking access, you’ll no longer receive notifications in Slack.
Alerts will 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.
Here’s what you’ll see in an alert or request based on a single row:
- The kind of change, if any, (new row, updated row) in red, code block text
- The Primary column
- Up to four cells can be displayed, starting from the leftmost cell on the row
- Symbols and images in the grid will be displayed as text values (an image filename will be displayed instead of the image)
You can click on the sheet name to be taken to the specific row in Smartsheet.
For an alert or request based on multiple rows, you’ll see a summary notification:
- Notifications only: the kind of change (new rows, updated rows)
- Number of rows involved in the alert or request
You can click on the sheet name to be taken to the sheet in Smartsheet
Troubleshoot Not Receiving Alerts or Requests in Slack
Below are some things to check if you or others aren't receiving alerts or requests as direct messages or in channels in Slack.
Make Sure Slack Notifications are Enabled
If you receive a message that Slack notifications are disabled or, in the New Rule window, if you don’t have the option to to set a Slack notification at all, you’ll need to change your notification delivery settings in Smartsheet. You may need to change your delivery settings on the account- and sheet-levels.
Once you change the account-level permissions, all sheets in the account will inherit this permission.
Make sure your notification settings on both the account- and sheet-level allow anyone with a valid email address and third-party integrations to receive notifications.
If Slack notifications are disabled for your organization, you’ll notice one of the following:
- You won’t have the option to set Slack notifications at all
- You’ll see an error message that states: Your System Admin has disabled Slack notifications for your organization.
You must be a System Admin on your plan in order to change this permission setting. See Managing Users for more information on how System Admins can change someone’s account-wide permissions.
To change who can receive notifications from the account:
- Sign in to Smartsheet with your System Admin credentials.
- Click on your Account Profile icon (upper-right corner of the Smartsheet window) and select Account Admin.
- Select Account Settings and click Edit next to Automation Permissions.
- Chose Any email address and third-party integrations, then click OK.
If you’re on an Enterprise account, you may also need to check the box next to Slack to enable Slack notifications.
If Slack notifications are disabled for your sheet, you'll see this error when creating or editing a notification that involves Slack.
You must be the Owner or have Admin-level sharing permissions to the sheet in order to change this permission setting. See Share Sheets, Reports, and Dashboards for more information on changing someone’s sharing permissions.
To change who can receive notifications from the sheet:
- Select Automation (upper-left of the Smartsheet window) > Manage Workflows.
- In the automation manager that appears, click Settings (gear icon) in the upper-right corner.
- Select Any email address and third-party integration, then click OK.