How to Integrate Slack with Zuddl

Modified on Tue, 11 Apr 2023 at 04:58 PM

The Zuddl-Slack integration allows Zuddl to send notifications to a specific channel in your Slack workspace when attendees perform certain actions on Zuddl. Currently, Zuddl notifies you only of the following attendee actions:

  1. Attendee registration

  2. Attendee check in to the event (joining for the first time.)

Prerequisites

Before we begin the integration, ensure that you have the following:

  1. A logged in Slack workspace account.

  2. A Slack channel to receive notifications from Zuddl.

Steps


Note: It is recommended that you stay signed in before you start installing the app

  1. Go to your organizer dashboard.

  2. Go to Integrations.

  3. From the integration listing page, click View details on the Slack tile. Screenshot 2022-10-12 at 7.16.58 PM.png

  4. On the Slack app details page, click Install app.Screenshot 2022-10-12 at 7.17.12 PM.png

  5. On the Slack authentication page, click on New authentication. This initiates the new authentication creation flow.
    Note: If an account has already been added and you want to add another account, Click Add a new account.
    Screenshot 2022-10-13 at 11.52.12 AM.png

  6. Enter Your authentication name. Your authentication can be used to search your account from the list.
    Screenshot 2022-10-13 at 11.55.12 AM.png

  7. Click Create. If you aren’t already signed in, you would be taken through the sign in process.

  8. On the permissions page, click Allow and grant tray.io all permissions to access the Zuddl Slack workspace. This authenticates and connects your Slack workspace on Zuddl.
    Screenshot 2022-10-13 at 11.55.44 AM.png

    Note: Zuddl uses tray.io to connect the two platforms.

  9. Click Next.

    Screenshot 2022-10-13 at 11.51.54 AM.png

  10. In the channel dropdown, select the channel in which you want to receive the notifications. You can either choose a channel or specific profiles for receiving the notifications.

Screenshot 2022-10-12 at 7.19.17 PM.png

Note: You can only select one destination to receive the notifications.Click Finish. This completes the process of connecting your Slack workspace channel with Zuddl.

The following screenshot shows how the Slack notifications (registration and attendee joining) appear:

Screenshot 2022-10-12 at 7.21.50 PM.png


Editing the authentication

If you wish to change the channel or connect a new Salesforce account, you can click the Edit option.


This takes you through the entire authentication flow again where you can make changes.

Screenshot 2022-10-12 at 7.20.22 PM.png

Note: If you archive a channel, the messages won’t be sent to Slack.




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