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How do I share content and activity via Slack?

 InVision for Slack can be found in the Slack apps directory, or under the ••• menu when accessing your prototypes in InVision.
 
A Few Things to Note: 
  1. Once you’ve installed the plugin from the apps directory, you’ll still need to set up the ability to push prototype activity and screen sharing to Slack separately by following the steps below.
  2. If you have already configured Slack with your prototypes, you’ll need to install InVision for Slack from the Slack apps directory to create Freehand sessions.
  3. You must be a Slack administrator to add the plugin from the Slack apps directory. You do not need to be an administrator to configure the activity from prototypes to Slack.

Pushing activity from InVision to Slack

You can push activity from your InVision prototypes to Slack to allow everyone on your team to be aware of new comments, resolved conversations, etc. This ensures everyone on your team is on the same page and provides increased visibility into InVision activity within Slack itself.

What types of activity can be sent to Slack?

You can automatically push the following events to Slack:

  • Comments made on a prototype
  • Conversations marked as resolved
  • Screen status changed
  • Collaborator added to a prototype
  • Share link viewed by a visitor
  • Screens added or changed

Connecting a prototype to Slack

To connect a prototype to Slack, do the following:

  1. Open the prototype you would like to connect to Slack.

  2. Click the triple dot menu button  next to the Assets tab.

  3. In the drop down, click on the Slack Configuration menu option.

  4. Click connect to Slack to connect your Slack account with InVision.

  5. Login to slack if necessary and then pick the Team to which you’d like to post in Slack.

  6. In the "Post to" dropdown, select the channel to which you’d like to push activity and then click Authorize to complete the authorization process.

Upon authorization, you will be returned to InVision with options to configure your Activity Preferences.

 

Note: If you've already previously authorized a prototype to share screens to Slack, that existing authorization will also allow sharing of activity for that prototype.

Choosing the activity to send to Slack

Once you’ve got Slack authorized, you can change the prototype preferences any time by clicking on the Slack Configuration menu option in the triple dot menu within a prototype. All activity is set on a prototype-by-prototype basis.

Comments Made, Conversations Resolved and Screen Status Changed are selected by default. To see additional activity in your Slack channel, simply check the individual activity options. Your selections are immediately saved. To prevent specific activity from appearing in your Slack channel, simply uncheck the individual activity options. Your selections are immediately saved.

Your posted messages will look like this:

  • Comments made on a prototype

  • Conversations resolved

  • Screen status changed

  • Collaborator added to a prototype

  • Share link viewed by a visitor
  • Screens added or changed

     

All of the links sent to Slack will be a Share link with standard reviewer permissions. Our standard permissions include:

  • Commenting Allowed: Yes
  • Load All Screens: Yes
  • Allow Anonymous Viewing: Yes

Changing the Slack channel for a prototype

You can easily change the Channel that activities appear in for an individual prototype.

  1. Open the prototype for which you would like to change the channel to which InVision is posting.

  2. Click the triple dot menu button  next to the Assets tab.

  3. In the drop down, click on the Slack Configuration menu option.

  4. Click the Change Channel link next to the current channel name.

  5. If you have previously authorized additional channels, they will appear as options.

    • If you do not see the channel you are looking for, click Add another channel. You will be returned to the Slack authorization screen.

    • In the "InVisionApp will post to:" dropdown, select the channel to which you’d like to share screens and then click Authorize to add that channel to your list of available channels.

Note: When authorizing a channel, you will only be able to authorize private groups that you’ve created.

Toggling activity on/off

You can easily toggle activity on and off for a specific prototype without disconnecting your Slack account from InVision.

  1. Open the prototype for which you would like to disable the Slack activity integration.

  2. Click the triple dot menu button  next to the Assets tab.

  3. In the drop down, click on the Slack Configuration menu option.

  4. Notice the toggle to the right of the Channel name. When green, the toggle is "on", and activity is being sent to Slack. To prevent activity from being sent to slack for a specific prototype, simply click the toggle. All of the options in the configuration screen will become inactive. This selection takes effect immediately.

Sharing screens from InVision in Slack

If you're working on something exciting in InVision and you want to show-and-tell in Slack you can easily do so using our integration with Slack.

Our integration lets you push a screen directly from InVision into a Slack channel:

Setting up the integration with Slack for the first time

To setup the Slack integration for the first time, you'll need to be authorized in Slack to setup third-party integrations. If you are, open up a screen you'd like to share and do the following:

  1. Click the "Social Share" icon in the bottom toolbar.

  2. In the "Social Share" dropdown, click on Slack.

  3. An authorization prompt will appear as shown below. Click Authorize to open Slack and authorize InVision.

  4. Login to Slack if necessary and then pick the Team to which you'd like to post in Slack.

  5. In the "InVisionApp will post to:" dropdown, select the channel to which you'd like to share screens and then click Authorizeto complete the authorization process.

Sending a screen to Slack

Once you've got Slack authorized, any collaborator on the prototype can post a screen to Slack:

  1. Open the screen you'd like to share.

  2. Click the "Social Share" icon in the bottom toolbar.

  3. In that dropdown, click on Slack.

  4. In the modal that appears, enter the message that you want to appear in Slack when the screen is shared and select the channel to which you want to post the message. Optionally check "Allow access to all screens in prototype" if you want the viewers to be able to view other screens as well.

  5. Click Send to post the message to Slack and you'll see the following confirmation.

Once you've posted a message, it should look like this:

 

FAQs

Why do I get a message that reads "Your team's settings don't allow authorizing third party apps" when I try to authorize InVision to post to Slack?

Team Owners (and others you choose) can control which apps are available to members by creating a list of approved apps that the Team can use to get work done. If an app isn’t listed in the Team’s custom App Directory, members can send a request to install it. For more information or instructions, click here.

Can I choose which channel to post to when I share a screen?

When you setup the Slack integration, you need to specify the channel to which you'll be posting during the setup. If a Slack admin has authorized multiple channels, then each authorized channel will appear in the channel dropdown.

Can I deauthorize just a specific channel?

At this time, if you deauthorize the Slack integration it applies to all previously authorized channels in that prototype. You cannot deauthorize or remove just a single channel but will instead need to deauthorize all channels and then re-add those channels you want to include.

Who can deauthorize the Slack integration?

Since the Slack authorization applies prototype-wide, we've restricted who can deauthorize the integration to avoid accidental deauthorization. At this time, only the following users can deauthorize the Slack integration for a prototype:

  • The owner of the prototype
  • The person who authorized the Slack integration for that prototype

Can I authorize Slack across all of my prototypes at once?

At this time, each prototype needs to be individually authorized for posting to Slack as the authorization lives at the prototype level.

Can I authorize a second Slack team?

Currently, only one Slack team can be authorized per prototype. You cannot post to multiple Slack teams in a single prototype.

Can I send activity to multiple channels?

While you may authorize multiple channels for each of your prototypes, you can only send activity to one channel per prototype at a time.

What if I have feedback or questions about integrating Slack and InVision?

If you have any feedback or questions about our Slack integration, we’d love to hear from you! Contact us to share your thoughts.