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Setting Up Slack for OAuth

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Step 1: Create a Slack App

1. Sign in to Slack: Visit the Slack API website and sign in using your Slack account credentials.
2. Create New App: Click on “Your Apps” > “Create New App” > “From scratch”.

3. Enter App Details: Provide a name for your app (e.g., “valmi.io”) and select the workspace where you want to install it.

4. Create App: Click “Create App” to finish.

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Step 2: Configure OAuth & Permissions

1. Basic Information: Visit the apps page and select the app created above.
2. Configure: Navigate to “OAuth & Permissions” from the left-hand sidebar in your app dashboard.
3. Redirect URLs: Add the redirect URL where Slack will send users after authorization. Use the following format: https://your-host/api/oauth2/redirect/slack.

4. Scopes: Add the required OAuth scopes for your integration:

• crm.objects.contacts.read scope:
  • users.profile:read
  • chat:write
  • channels:read
  • channels:join
  user_scope:
  • identity.basic
  • identity.email

5. Save Changes: Click “Save Changes” to save your OAuth settings.

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Step 3: Obtain Client ID and Client Secret

1. Get Credentials: After creating the Slack app, navigate to the “Basic Information” page.
2. Copy Client ID and Client Secret: Your Client ID and Client Secret will be displayed on this page. Copy them for use in valmi.io.

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Step 4: Configure Slack OAuth in valmi.io

1. Access Configuration: In your application, navigate to the sidebar and select “CONFIGURE APPS”.

2. Select Slack OAuth Application: Find the Slack OAuth application from the list of available applications and select it.

3. Enter Credentials: Provide the Slack Client ID and Client Secret that you obtained earlier into the input fields.

4. Save Configuration: Click “Save” or “Update” to save the configuration.