From the Slack API apps page, select Create an App.

Select From scratch.

Enter CloudTalk as the App Name and select your business Slack workspace.

Create App.

Navigate to Features > Incoming Webhooks within the app pages.

Navigate to Features > OAuth & Permissions.

Navigate to Settings > Install App and select Install to Workspace.

Choose the channel you want your CloudTalk app to post in. Allow.

When redirected back to Settings > Install App, you will be able to see the User OAuth Token and Bot User OAuth Token. You will need to copy one of these values when setting up your workflow.

Select +Add Workflow and name your workflow.

Start by defining a trigger. In this example, our trigger will be the receipt of an SMS. Under Object, we will select Message. For Action, we select received.

Adjust your own specifications as necessary.

Now we can choose to set up an optional condition. The condition will define an additional situation or category that must be met in order for our automated Slack notification to go out.

In our example, we only care if the SMS which was received (our trigger) was a from a particular important client. Therefore, we want to set a condition wherein the system will check if SMS sender has the same number as the important client. To populate the field correctly, click into the first input labeled Property, and view the list of available phrases to the right, labeled under Useful data for your Workflow. We will choose the phrase labeled sender.

In the drop-down menu labeled Operand, we will choose is equal to from the dropdown list. When selecting your own operand, make sure it fits logically into your final statement (e.g., "is greater than or equal to" would best be paired with a number value).

In the Value input, we fill in the value which we want the sender to be equal to in order for our action to occur. Refer to the paired Example Values in the Useful data for your Workflow sidebar. In our example, the suggested value will be the important client's phone number, entered in the format shown.

Click Confirm and continue. We have just created a condition that will scan the CloudTalk numbers of all SMS messages received, checking if the sender number is equivalent to the important client's number.

The next step is to choose an action which will happen when our conditions are met. We select the Action type Send notification to Slack.

Under Values, various Keys in each key-format-value set are prepopulated and cannot be changed. You will use the value part of these sets to configure your Slack notifications. In the configuration set where the Key refers to token, replace the x's with the actual token value to authorize communication between CloudTalk and your Slack workspace. To connect to Slack, you must use either the User OAuth Token or the Bot User OAuth Token, which can be found in your Slack app settings (see Create CloudTalk App in Slack).

Enter the name of your Slack channel in the Value input in the configuration set where the Key refers to channel.

In the configuration set where the Key refers to text, you can choose to enter a dynamic value—one that will be populated based on information from the system. To do this, click into the field, then select a keyword from the Useful Data for Your Workflow section, as described in step 4 of this guide..

We have chosen three dynamic values for the text or content portion of our message which will send to slack. We know the Slack notification will contain the phone number, recipient phone number and the content of the SMS received.
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Click Confirm and continue to finish the action step configuration.

Click Save to finish the workflow configuration.

To activate your Slack notifications, enable your workflow by switching the toggle next to the workflow name to the On position.
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