Slack Workflow Builder

Wrangle integrates directly into Slack's Workflow Builder using connectors for Workflow Builder. You can use these connectors to integrate Wrangle directly into your own Slack Workflows for both Wrangle Ticketing and Wrangle Workflows.

• Getting Started

• Using Slack Workflow Builder for Wrangle Ticketing

• Using Slack Workflow Builder with Wrangle Workflows

• Featuring a Slack Workflow in a channel

Getting Started

Configuring Wrangle's Slack Workflow Builder Steps for the first time requires a Slack Admin. This is a one-time process; once it's been done for your workspace you won't need to do it again.

Ask your Slack Admin to follow these steps: 1. First you'll need your Wrangle API Token. A Wrangle account admin can access this via https://slack.wrangle.io/integrations/api.

1. Now navigate to Slack's Workflow steps, triggers and integrations page via the Slack Workspace Admin web interface: Account > Configure Apps > Workflow steps, triggers and integrations.

You can access this page directly by visiting: https://app.slack.com/apps-manage/YOUR_WORKSPACE_ID/integrations/workflow-steps

1. Click the "Integrations" tab and then "Add integration"

   
2. Find Wrangle, and click OK.

3. You'll be prompted for your Wrangle API Token. Enter the token from step 1 and click Save.

That's it! You're ready to start using Wrangle with Slack's Workflow builder.

Using Slack Workflow Builder for Wrangle Ticketing

You can connect your Wrangle inboxes to Slack's workflow builder to support a wide range of custom integrations. Some common examples include:

• Capturing Wrangle ticketing data to send into a third party system like Salesforce, GitHub, or Airtable.

• Capturing Wrangle ticketing data to send to a spreadsheet for custom reporting.

We'll walk through setup for a Slack Workflow that will eventually include the following steps:

1. Collect info in a form

2. Create ticket in Wrangle

3. Add to Google Sheet

You'll need to use a Slack Form Step to work with Wrangle in Slack Workflow builder. See step 2 below.

1. First, choose how you want to Start the workflow

In this example, we'll start from a link, but you can choose from a variety of other options as well.

2. Next, Add a form step

Click "Add steps" and select from Slack Workflow Builder's native "Forms" step.

3. Configure your form step

You'll want to add at least one required field for your Ticket Name. You may add an optional field for a Ticket Description. If you have any form fields configured for your inbox you'll want to add those here as well.

In this example, we have one required Wrangle form field called "Employee ID" in Wrangle. It's a number field, so we've created a number form field in Slack's Workflow Builder.

4. Add the Wrangle "Create Ticket" step

Now that you have your form step added, add Wrangle's "Create ticket" step:

5. Configure the Create ticket step

You're going to map your previous form values from the Slack form step to create a ticket in Wrangle.

1. First choose your Wrangle inbox and click Next.

2. Select Requester -> person who submitted the form

3. Now we're going to map the fields from the Slack form step to your Wrangle inbox using Slack Workflow Builder variables. To insert a variable in Slack Workflow builder, click the blue {} next to each form field. In this example, we'll map them as follows:

   1. Name -> Answer to Ticket Name

   2. Description -> Answer to Ticket Description

   3. Employee Id -> Answer to Employee ID

Example of mapping form fields from the previous step to Wrangle's "Create ticket" step

6. Add a step to send your ticket data to Google Sheets

7. Now you're ready to publish your workflow!

Click the button at the top right that says "Finish Up" and follow the instructions to publish.

Using Slack Workflow Builder with Wrangle Workflows

You can connect your Wrangle Workflows to Slack's workflow builder to support a wide range of custom integrations. We're going to walk through an example of how to connect a Wrangle workflow using Slack's Workflow builder to Google Sheets. The end workflow in Slack's Workflow builder will look like this:

An example of a Form -> Wrangle Workflow -> Google Sheets

1. First, choose how you want to Start the workflow

In this example, we're starting the workflow from a link in Slack

2. Next, add a Form step

Click "Add steps" and select from Slack Workflow Builder's native "Forms" step.

3. Now we'll configure the Form step

We'll match your intake form. In this example, the intake form has three fields. We'll create each of them within Slack's Workflow Builder. Make sure to select the correct kind of form field, for example a Date field for the Start Date, and so on.

Add a new form field to Slack's Workflow Builder for each form field in your Wrangle Intake Form

Wrangle List options -> Slack Dropdown options

4. Add the Wrangle "Start workflow" step

5. Configure the Wrangle "Start workflow" step

6. Add a step to send your workflow data to Google Sheets

7. Now you're ready to publish your workflow!

Click the button at the top right that says "Finish Up" and follow the instructions to publish.

Featuring a Slack Workflow in a channel

You can setup Slack Workflows to be featured for specific channels. This is commonly used with Wrangle to make it really easy for your users to understand how to get help in a specific channel.

To feature a workflow, navigate to the workflows tab in the Slack channel where you want to feature the workflow. Pick which workflow you'd like to feature. In this example, you can see our newly created workflow is now featured for the channel, so users can simply click the button to create a ticket (and in this example send the ticket data to Google Sheets).

You can also pin links to Wrangle workflows or tickets in Canvases in Slack. To do so, simply go to the canvas where you want to add the workflow and paste in the link to the workflow. A card will appear in your canvas that users can use to quickly start workflows.