Slack

The Slack integration allows you to send user profiles and event notifications directly to a specific Slack channel. For example, you can notify your sales team immediately when a conversion happens or alert support when a user visits a specific help page.


Step 1: Connect Slack

To set up the integration, you need to create a Slack App to generate an API Token and then enter it into Bread & Butter.

1. Create a Slack App

  1. Log in to your management or developer account at Slack.
  2. Click Your Apps, then click Create an App.
  3. Select From scratch.

  4. Enter an App Name (e.g., "Bread & Butter Bot") and select your company's Workspace.
  5. Click Create App.

2. Configure Permissions

  1. In the left sidebar menu, select OAuth & Permissions.

    Scroll down to the Scopes section.

    Under Bot Token Scopes, click Add an OAuth Scope.

    Type in chat:write.public and select it.

    • Note: You may be prompted to add chat:write as well. Click Add Scopes to confirm.

3. Install & Get Token

  1. Scroll up to the top of the OAuth & Permissions page.
  2. Click Install to Workspace.
  3. Click Allow to authorize the app.
  4. Copy the Bot User OAuth Token (it usually starts with xoxb-).

4. Add to Bread & Butter

  1. Log in to your Bread & Butter Dashboard.
  2. Click Automation > Integrations on the left side menu.
  3. Under the Integrations section, click on the Slack logo to create a new integration.
  4. Enter a descriptive Name (Note: This name will appear as the Bot user in Slack).
  5. Paste the API Token you generated in the previous steps.
  6. Click Save & Close.

Part 2: Set up Rules

Once connected, you need to create a Rule to tell Bread & Butter which channel to message and when.

  1. Click Automation > Integrations on the left side menu.
  2. Under the Rules section, click Create New.
  3. Select the Slack Integration you created in Step 1.
  4. Choose the User Event or System Event that will trigger this rule (e.g., "Verified Profile").
  5. Enter a Name for the rule.
  6. Enter the Slack Channel where you want the information sent (e.g., #sales-leads or #general).
  7. Click Save & Close.

Your integration is now live! When the event occurs, a notification with the user's details will be sent to your specified Slack channel.

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