Notifier by Appfire

This guide explains how to integrate Notifier by Appfire with Canned Responses Pro to enable automated Slack notifications for your templates. With this integration, you can configure notifications to be sent directly to Slack channels or individual users, streamlining communication and ensuring updates are shared automatically.

Use cases

The Notifier by Appfire integration with Canned Responses Pro is ideal for various scenarios. Some examples are:

• Support teams can automatically notify development channels when escalating high-priority tickets.

• Automatically inform stakeholders about ticket progress, such as when an issue moves to a specific status or milestone.

• Share critical customer interactions with relevant team members for better collaboration and context.

• Notify managers or specific users when an action requires their approval or input.

Prerequisites

Before you begin, ensure you meet the following requirements:

• If you have Slack admin permissions, you can install the Slack app Notifier by Appfire directly from Canned Responses. You can refer to the documentation for guidance.

• If you don’t have enough permissions, you will need to send an installation request to your Slack admin using the form and proceed when it’s done.

Steps

Step 1: Create an automated action

1. Open the Canned Responses Pro app.

2. Choose one of the following options:

   • Create a new template by clicking + Create Template.

   • Edit an existing template by clicking the three-dot icon and selecting Edit.

3. In the template editor, navigate to the Automated Actions section.

4. Select the Send Slack Notification action.

   Open

   

Step 2: Connect Notifier by Appfire to Slack

5. Click Connect Slack. You will be redirected to Slack to authorize the integration.

   Open

   

6. In Slack, click Allow to grant Notifier by Appfire access to your workspace.

   Open

   

Step 3: Set up notification details

7. After authorization, you’ll be redirected back to the template editor, where new dropdown options will appear.

   Open

   

8. Select the Slack workspace.

9. Notifier will fetch all public channels and private ones the user has access to and users in your workspace. Select the recipients for your notification:

   • Slack channel (for example, #team-updates)

   • Slack users
     Note: Notifier will automatically join the selected Slack channels.

10. Input a message to be sent to the selected recipients. You can use Slack markdown to format the text.

11. Complete any remaining required fields for your template, then click Save.

Step 4: Test the integration

12. To test, apply the template to a message and click Save Comment.

13. The configured Slack notification will execute, refreshing the issue view and sending the message to your selected recipients.

14. Open Slack to confirm the test message:

    • Channel notifications: The message appears as sent by Canned Responses Pro, including a link to the issue, the name of the user who triggered the template, and the custom notification text.

      Open

      

    • Direct messages: The message appears as sent by Notifier by Appfire directly to the individual’s Slack account.

      Open