Table of Contents
Summary
This feature allows Slack channels to receive specific, automated Whistic updates! Slack Actions are also available HERE.
📢 Supported
The Whistic Slack integration supports real-time notifications for key platform events through Pub/Sub POST messages. These notifications are sent as static JSON data payloads to your configured Slack channels.
Notification Types
Vendor Events: Vendor Created
Assessment Events:
- Awaiting Vendor
- Review Pending
- Review in Progress
- Needs Clarification
- On Hold
- Completed
- Approved
- Approved with Conditions
- Denied
- Canceled
- Manual Review
Trust Center Events:
- Trust Center Shares
- Trust Center Views
- Trust Center Requests
POST Events:
- Trust Center Request Approval
✅ Requirements
Before setting up the Slack integration, ensure you have:
- A Whistic account qualified for this feature (contact your Whistic representative to confirm your account is prepared for setup)
- An active Slack workspace with administrative privileges
- Access to create and manage Slack apps in your workspace
- Whistic Admin permissions for webhook configuration
🔧 Setup Overview
The Slack integration setup involves two main components that work together to deliver notifications to your chosen channels.
⚙️ Configuration Components
Slack Administration:
- Create and manage the Slack app within your workspace
- Configure channel permissions and access
Whistic Administration:
- Set up and manage Slack webhooks
- Configure notification routing and event selection
🔀 Channel Flexibility
The integration offers flexible channel configuration options to meet your team's needs:
- Single Channel Setup: Route all Whistic notifications to one centralized channel for comprehensive monitoring
- Multi-Channel Setup: Create separate channels with different participants and purposes, with designated events appearing in specific channels
This flexibility allows you to organize notifications based on your team structure, with different stakeholders receiving relevant updates in their dedicated channels.
📱 Manage Slack App
Here's the process for creating a Slack app with the Incoming Webhooks option, as well as getting the associated URL to post messages to a Slack channel with the app:
- Log into the Workspace in Slack
- Select the Workspace at the top, then Settings & Permissions Configure Apps
- Select Build at the top of the opened webpage (Should be https://api.slack.com/apps/)
- Click Create an App - From scratch
- Name the App a distinctive name so that you know which app it is (i.E. "whistic-incoming-webhooks") and select your workspace from the dropdown
- Click Create App
- You will be redirected to the administration page for your new App
- Open the Incoming Webhooks tab
- Turn on Activate Incoming Webhooks using the slider control
- Click the Add New Webhook to Workspace button. Repeat steps 11 through 14 if you are creating webhooks for multiple slack channels.
- Select the proper Slack channel to receive Whistic messages and click Allow
- You should see a new entry in the Webhook URLs for Your Workspace table
- You can click the Copy button on that row to copy the URL. This is the URL you will use in the Whistic Webhooks page when adding a new Slack webhook
- Go to Slack and check the channel you connected to see if the test webhook message has appear - this may take a few seconds.
- Setup is now complete!
🔗 Create & Manage Slack Webhooks in Whistic
After you have created your Slack app in Slack and copied the Webhook URL in Slack, Navigate to Whistic to complete the setup.
- On the top navigation click Settings (next to your name)
- Select Integrations
- Locate the App Connectors (Webhooks) tile and click Configure on it. This will land you on the Webhooks page.
- Click on New Webhook and then click Slack to create a new webhook
- The Webhook Configuration pop-up will appear
- Add or edit the name of your webhook in the Name* field
- Paste the Webhook URL you created in Slack into the Slack Endpoint URL* field
- Add or edit the email address of the person who will receive error messages if Slack notifications fail to send
- Select the events that you want to receive notifications about in your designated Slack channel by clicking the toggle next to the corresponding event in the blue "sub" question
- For every event you have added you can customize the message that will be associated with the event when a notification for this appears in Slack
- Type your message into the field
- To automatically add additional detail for this event into the message, click on Show next to Available Keys
- A menu of available keys for the selected event will appear
- Simply copy and paste the entire portion in dark bold into the message field to add the detail into the message. you can add words and punctuation around the keys to create a full sentence.
- After you have finished adding events and messages, click "Test Webhook" at the bottom left. This will send test notifications for each event to your slack channel.
- Once the Webhook is Tested successfully a success message will appear
- Click Save
- Go to Slack and check the channel you connected to see if the test webhook message has appear - this may take a few seconds.
- Setup is now complete!
Related to: Notifications | Update | Slack | Webhooks