Send notifications to Slack

Assume the financial team wants to get notified whenever invoices are issued manually by Administrators, through rules or the API in DreamApply. To do this, we will create a connection between DreamApply and Slack through Zapier and configure a workflow that will automatically send notifications to a Slack channel.

Before you begin

• Make sure your account has the Superuser role.
• Make sure you have a Zapier account.
• Make sure you have a Slack account, workspace and channel to which notifications must be sent.

Step 1. Connect DreamApply to Zapier

First, we need to connect DreamApply to Zapier to be able to send event and application data.

1. In DreamApply, in the main menu, under System, select API.

2. Issue a new API key, copy and save it for later.

3. Make note of and copy your shard ID, for example, 1234 and save it for later.

   

4. Log in to your Zapier account.

5. At the top of the main menu on the left, click Create and select Zaps.

6. Click the Trigger block and use search to find the DreamApply app.

   

7. In the pane on the right, click Account and enter credentials to connect to your DreamApply instance: shard ID and API key.

   

Step 2. Set up the trigger event

Next, we will choose a DreamApply event that must start the automated workflow.

1. In the pane on the right, from the Trigger event list, select Invoice Was Issued and click Continue.

   

2. Test the trigger to make sure that DreamApply sends sample records to Zapier.

   

Step 3. Add the Slack action

Next, we will define what must happen after the trigger fires — Zapier must send a notification to a specific channel in Slack.

1. In the main area, below the added trigger, click the plus icon to add an action.

2. Search for and select Slack.

   

3. In the pane on the right, from the Action event list, select Send Channel Message.

4. Use the field below to log in to your Slack account and authorize access to Zapier. Then, click Continue.

   

5. In the Channel field, select a channel to which Zapier must send notifications. In the Message Text field, use DreamApply data fields to configure a message to be sent.

6. If necessary, specify other message details and click Continue.

   

7. Test the trigger to verify that Zapier sends notifications to Slack.

   

Step 4. Publish the Zap and verify notification sending

Finally, we will activate the created Zap and verify that Slack notifications work correctly.

1. In the top right corner of the Zapier portal, click Publish. Once activated, the automation workflow will run in real time whenever an invoice is issued.
2. In DreamApply, issue an invoice for an applicant.
3. Open the Slack channel and make sure a notification with invoice details is sent.