Slack

Slack is available as an Action Type in Fast Track. By following the steps below you can integrate this engagement channel that is useful for sending internal alarms for example on high deposits.

In order to add Slack as an engagement channel, you need to provide your Integration Manager at Fast Track with a Bot User OAuth Token.

🔧 Slack Bot Setup Instructions:

  1. Create a Slack App
    1. Go to: https://api.slack.com/apps
    2. Click “Create New App” → Choose “From scratch” → Enter a name and workspace.
  2. Add OAuth Scopes
    1. Go to OAuth & Permissions (left sidebar).
    2. Under Scopes → Bot Token Scopes, add:
      1. chat:write (to send messages)
      2. im:write (to open DMs and send messages to individuals)
  3. Install the App to Workspace
    1. Scroll up and click Install App to Workspace.
    2. Approve permissions.
    3. Copy the Bot User OAuth Token shown after install (starts with xoxb-...).
  4. Invite Bot to Channels
    1. In any Slack channel you want the bot to post to, type:
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Fast Track CRM

Setting up the Action Types in Fast Track CRM back office.
Step 1
First access "Manage Action Types" from the sidebar.
Manage Action Types
Manage Action Types
Step 2
Choose the "Send Slack" action type.
Action Type - Send Slack
Action Type - Send Slack
Step 3
The following screen will be presented enabling you to configure the slack integration.
Edit send slack action type
Edit send slack action type
Step 4
Edit the "recipient" field to choose the desired Slack channels.
Edit recipient action type field
Edit recipient action type field
The Slack API strictly validates Slack channel names. To avoid errors from typos or incorrect inputs, we recommend using a dropdown field type, as shown in the screenshot above.
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