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CSAT - Slack integration

Ioannis Karlakis
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July 26, 2023

How can I integrate the CSAT survey with a Slack app so that the link to the survey is sent as a personal message? 

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Jeshua February 1, 2024

Hi @Ioannis Karlakis, I'm currently trying to find a way to do this myself, have you maybe had any luck progressing on this ?  

Ioannis Karlakis
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February 1, 2024

Hi Jeshua. No no luck so far

Jesh
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August 19, 2024

Hi @Ioannis Karlakis, I'm not sure if you're still looking into getting this working, but I managed to get a hacky-type workaround going, a department in our company requested the following from me (the department was happy with this way):

"When a task is moved to 'Done', send the CSAT form to the user via Slack". 

 

  1. First, you'll need to follow the steps in this article. This requires you to get a Slack token with proper scopes as well a JIRA token so that you can sync user profile data between Slack and JIRA (please make sure to be very careful when creating tokens on either platform and if you are not an admin, try get an admin to help you. Also make sure that if you need to revoke tokens, that you revoke the correct token). Go through all of the steps to get the tokens and then setup and run the sync script.
  2. Once you've gotten everything setup and the sync script has run, you should be able to send direct messages to Slack by following the "Using the mentions" section in the same article.

 

How I achieved having the CSAT form sent to users via a Slack DM was using JIRA Automation from within the relevant project. After the sync script had run, I created an automation with these steps:

Screenshot 2024-08-19 at 14.01.26.png

  • In the "Send Slack message" action in the automation, make sure to set @{{issue.reporter.properties.metadata.slack_id}} as the user you want to send the message to (in our case it would always be the reporter, because they logged the ticket and the team wants feedback from the reporter).

Then, the message should come through to the user from the Slackbot:

Screenshot 2024-08-19 at 14.06.45.png

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