Send Smart Action notifications to Slack

This example shows you how to integrate Slack incoming webhooks to receive notifications in your workspace when a Smart Action e.g "Reject application" is triggered.

Demo

Create your Forest Admin slack app

Follow Slack's guide to create a new app in your workspace and start sending messages using Incoming Webhooks.

At the end of this guide, make sure your Slack app has the following features activated:

• Incoming Webhooks

• Interactive Components

• Bots

• Permissions

Once your Slack app has its shiny Incoming Webhook URL, you will be able to send your message in JSON as the body of an application/json POST request.

https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX

Connect your app from a Slack channel of your choice

From the channel, visi

Set up the webhook from your admin backend

Install the node.js Slack SDK

From your project's directory, simply run

$ npm install --save @slack/webhook

Add the Incoming Webhook URL to your .env

SLACK_WEBHOOK_URL=https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX

This Incoming Webhook URL contains a secret key, please make sure it does not appear in your code.

Create the Smart Action and initialize the Incoming Webhook

Smart Action declaration

forest/companies.js

const { collection } = require('forest-express-sequelize');

// This file allows you to add to your Forest UI:
// - Smart actions: https://docs.forestadmin.com/documentation/reference-guide/actions/create-and-manage-smart-actions
// - Smart fields: https://docs.forestadmin.com/documentation/reference-guide/fields/create-and-manage-smart-fields
// - Smart relationships: https://docs.forestadmin.com/documentation/reference-guide/relationships/create-a-smart-relationship
// - Smart segments: https://docs.forestadmin.com/documentation/reference-guide/segments/smart-segments
collection('companies', {
  actions: [{
    name: 'Reject application',
    type: 'single',
    fields: [
      {
        field: 'Reason(s) for rejection',
        description: 'Please provide a reason for this decision',
        type: ['Enum'],
        enums: ['Certificate of Incorporation', 'Proof of Address ID', 'Bank Statement ID'],
        required: true,
      },
      {
        field: 'Comment',
        description: 'This comment will only be displayed in your slack workspace message',
        type: 'String',
        widget: 'text area',
      },
    ],
  }],
  // ...
});

Smart Action logic

routes/companies.js

const express = require('express');
const { PermissionMiddlewareCreator, RecordsGetter } = require('forest-express-sequelize');
const { IncomingWebhook } = require('@slack/webhook');
const { companies } = require('../models');

const router = express.Router();
const permissionMiddlewareCreator = new PermissionMiddlewareCreator('companies');
const url = process.env.SLACK_WEBHOOK_URL;

// This file contains the logic of every route in Forest Admin for the collection companies:
// - Native routes are already generated but can be extended/overriden - Learn how to extend a route here: https://docs.forestadmin.com/documentation/v/v6/reference-guide/routes/extend-a-route
// - Smart action routes will need to be added as you create new Smart Actions - Learn how to create a Smart Action here: https://docs.forestadmin.com/documentation/v/v6/reference-guide/actions/create-and-manage-smart-actions

// ...

// Initialize webhook
const webhook = new IncomingWebhook(url);

router.post('/actions/reject-application', permissionMiddlewareCreator.smartAction(), async (request, response) => {
  // Get input form attributes
  const attributes = await request.body.data.attributes.values;
  const rejectionReason = attributes['Reason(s) for rejection'];
  const comment = attributes['Comment'];

  // Get selected company
  const [selectedCompanyId] = await new RecordsGetter(companies, request.user, request.query).getIdsFromRequest(request);
  const selectedCompany = await companies.findByPk(selectedCompanyId);

  // Change company status to rejected
  await companies.update({ status: 'rejected' }, { where: { id: selectedCompanyId } })
  response.send({ success: 'Company\'s request to go live rejected!' });

  // Trigger Slack webhook
  await webhook.send({
    text: 'An action has been triggered from Forest Admin',
    channel: 'C01CFGCADGF', // replace by your Slack channel ID
    blocks: [
      {
        type: 'header',
        text: {
          type: 'plain_text',
          text: 'Action triggered - Company application rejected :x:',
          emoji: true,
        },
      },
      {
        type: 'divider',
      },
      {
        type: 'section',
        text: {
          type: 'mrkdwn',
          text: `${request.user.firstName} ${request.user.lastName} just rejected <https://app.forestadmin.com/Live-demo/Production/Operations/data/companies/index/record/companies/${selectedCompanyId}/summary|${selectedCompany.name}>'s request to go live!\n\n • *Reason for rejection:* ${rejectionReason[0]}\n • *Comment:* ${comment}`,
        },
        accessory: {
          type: 'image',
          image_url: `${selectedCompany.logoUrl}`,
          alt_text: 'company logo',
        },
      },
      {
        type: 'section',
        text: {
          type: 'mrkdwn',
          text: 'For more details on the company',
        },
        accessory: {
          type: 'button',
          text: {
            type: 'plain_text',
            text: 'View Notes',
            emoji: true,
          },
          value: 'null',
          url: `https://app.forestadmin.com/Live-demo/Production/Operations/data/companies/index/record/companies/${selectedCompanyId}/collaboration`,
          action_id: 'button-action',
        },
      },
    ],
  });
});

module.exports = router;

To learn more about composing messages using the Slack API, please visit the

• Slack Interactive messages guide

• Slack Block Kit visual builder

To learn more about error handling of Slack Interactive Webhooks, please visit the Slack changelog.