This guide covers everything end-to-end: creating a Slack app and getting its Bot Token (or OAuth2 credentials), creating the connection inside Zaplane, and adding a Slack action (Send Message) to a workflow. Make sure your workflow already has a trigger set up before starting — this example uses a Form Submitted trigger.
Part 1: Create a Workflow
Go to Zaplane > Workflows from your WordPress dashboard, then click Create Workflow to open the workflow editor.
Before adding an Slack action, you need to set up a trigger first. Here is how to do it quickly:
- Click Select an app under the Trigger box, then choose Apps.
- Search for and select your trigger app — in this example, we are using aBlocks Contact Form.
- Choose the Trigger Type that matches the event you want to watch for, then click Continue.
- On the Configure tab, set up any required options, then click Continue.
- On the Test tab, click Test Trigger to confirm it is working correctly, then click Save.
Once your trigger is saved, proceed to the next step to add the Slack action.
Part 2: Create a Slack App & Get Credentials
Step 1: Open the Slack API Site
Go to https://api.slack.com/apps and click Create New App (or Manage Apps from the developer docs homepage).
Step 2: Choose “Blank App”
In the Create new app dialog, select Blank app, then click Continue.
Step 3: Name Your App and Pick a Workspace
Enter an App name (e.g. “Automation”) and select the Workspace you want to install it to, then click Create.
Step 4: Copy Your Bot Token
Go to OAuth & Permissions in the sidebar, add the scopes your workflow needs, install the app to your workspace, and copy the Bot User OAuth Token. You’ll need this in Zaplane.
Part 3: Create the Connection in Zaplane
Step 5: Open Connections
In Zaplane, go to Connections, then click Create credential.
Step 6: Select Slack
From the app list, search for and select Slack.
Step 7: Enter Your Credentials
Slack supports two auth types in Zaplane:
- Api Key — paste the Bot Token you copied in Step 4.
- Oauth2 — enter the Client ID and Client Secret from your app’s Basic Information page instead.
Pick whichever matches your setup, then click Save Connection.
Part 4: Add the Slack Action to Your Workflow
Step 8: Add an Action
On your workflow canvas, click the + icon next to your trigger to open the Add Action panel, then click Apps.
Step 9: Select Slack
Search for and select Slack from the app list.
Step 10: Choose the Action Type and Connection
Pick an Action Type (e.g. Send Message), then under Select Connection, choose the Slack connection you just created. Click Continue.
Step 11: Configure the Action
On the Configure tab, enter the Channel and Message — you can map these dynamically from your trigger data. Click Continue when done.
Step 12: Test the Action
On the Test tab, click Test Action to run it with sample data and confirm the message sends correctly. Once the test succeeds, click Save.
Step 13: Update and Activate the Workflow
Back on the workflow canvas, click Update to save your changes, and make sure the workflow status is set to Active. You can view execution results anytime from the Logs.
Done!
Your Zaplane workflow is now connected to Slack. Every time the trigger runs, a message will be sent automatically to the selected channel using the data from your trigger.