ConnectWise Automate Integration with Slack

ConnectWise Automate Integration with Slack

ConnectWise Automate integration with Sendto Slack Plugin

What it Sendto Slack plugin is?

Sendto Slack plugin provides you possibilities to send alerts from your Connectwise Automate to Slack channel or slack user. You may use it to send a slack message to your team or directly to your clients using LabTech Alert Templates.

Technically, once you enabled this plugin in your Connectwise Automate it creates new Alert Action called Sendto Slack.

Pricing?

It only costs $19/year. If you want to get a personal branded version, please email us on plugins@sankalpit.com. For support, email on help@sankalpit.com.

Requirements?

  1. License key.
  2. CW Automate 12 or higher versions.
  3. Incoming webhook URL. Click here to know more.

Note: This plugin is only tested on CW Automate 12. If you want to get trial key or use for CW Automate 11 or LabTech 10.5, please email on plugins@sankalpit.com

How to use Sendto Slack plugin?

We will send you an email that will have DLL file of Sendto Slack plugin. That you will import into your Connectwise Automate system.

Note: if you don’t get any email from us after purchase, please email on help@sankalpit.com for further assistance.

What has changed in CW Automate?

This plugin will do the following modifications in Connectwise Automate.

  1. It will create Sendto Slack tab underneath System-> Configuration ->Dashboard -> Config -> Integration tab.
  2. It also creates a new tab on the Contact screen. There you will provide Incoming Webhook URL of Slack channel or user to whom you want to send an alert using Alert template.
  3. Add new Alert Action in Alert Template that is called Sendto Slack.

License activation?

  1. Navigate to System-> Configuration ->Dashboard -> Config -> Integration -> Sendto Slack.

  1. Enter your license key in the License Key field.
  2. Click Validate License link. It will show as active after activation.

How to use in Production?

Provide your Incoming Webhooks URL in Dashboard.

    1. Navigate to System-> Configuration ->Dashboard -> Config -> Integration -> Sendto Slack.
    2. Enter your Incoming Webhooks URL where it labeled as Incoming Webhooks:

NOTE: IF YOU DON’T KNOW HOW TO GET INCOMING WEBHOOKS FOR A SLACK CHANNEL OR USER. PLEASE study this document.

Create Default Contact that will be used by Default Alert Template soon.

    1. Create a new contact.
    2. Name it Default Sendto Slack.

  1. Click on Sendto Slack tab on the contact screen.
  2. Click on Use Default URL radio button – To use Incoming Webhooks that is given on Dashboard -> Config -> Integration -> Sendto MSTeams tab and its section Incoming Webhooks.
  3. Click Save button.
  4. Then click Test Link to test your Incoming webhooks. You may close the contact screen once you get the test message in the desired channel of MS Teams application.
  5. Still, confusion, click on Help Link.

NOTE: AN MSP should have one Default global contact mainly for this plugin in his LabTech system. For best practices use default global contact (“Default Sendto MSTeams”) only to send alerts to MSP’s default channel of his MSTeams application.

You can send alerts directly to your customer’s MSTeams’ channel by providing his incoming webhook URL in “Use Custom URL” field.

Each time, you create any contact for “Sendto MSTeams” plugin, make sure to test it by clicking on “Test” link before using it in production.

Create Default Alert Template, add Alert Action.

    1. Navigate to System-> Configuration ->Dashboard -> Management -> Alert Templates.
    2. Click on Create New Alert Template name it Default Sendto MSTeams.
    3. Click on Add Alerts button to add New Alert Action to Default Sendto MSTeams alert template.

 

      1. This will bring a new window called Edit Alert action window. Click on New Alert. Again, a new window comes up called Alert Item Settings window.
      2. In the Alert Actions section, scroll down to find Sendto MSTeams alert action.
      3. Check the checkbox for Error column of Sendto MSTeams alert action.
      4. Select Every day.
      5. Select Contact. That is Default Sendto MSTeams contact. You’ve recently created it.
      6. Click Save.

    1. Click Close.

  1. And, Close the Dashboard.

Now, you can use this Alert Template with any monitor to send alerts on MSTeams’ Channel.

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