Slack connector
Turn a Slack message into a Klickbee Projet ticket and follow its progress in the message thread.
The Slack connector turns any Slack message into a ticket in the space of your choice, then keeps the message thread posted on its progress. It's handy for requests that land in a client channel or an internal channel: nothing gets lost, and the person who asked knows where their request stands without leaving Slack.
Create a ticket from Slack
Hover over the message, open the ⋯ menu (More actions) and choose Créer un ticket Klickbee (Create a Klickbee ticket). If it isn't listed, look under More message shortcuts…
The Nouveau ticket (New ticket) window opens, prefilled from the message: Espace (Space), Demande (Request — the first line of the message), Détails (Details — the full message) and Priorité (Priority — Moyenne, Medium, by default).
Check the space: by default it is the first one in the list, not the one matching the channel. Pick the right one, adjust the priority, then click Créer (Create).
The ticket is created with the status Nouveau (New). In Klickbee Projet it shows Demandé par … depuis Slack (Requested by … from Slack) and a link to the original message. In Slack, the bot replies in the thread: "Ticket XXX-12 créé dans …" (created in …), with a Voir le ticket (View ticket) link.
What the Slack thread receives next
The bot posts in the thread of the original message:
- on every status change of the ticket (for example when it moves to En cours, In progress);
- on delivery, when the ticket is part of an update marked as delivered;
- when someone comments on the ticket in the app and leaves the Répondre aussi dans le fil Slack (also reply in the Slack thread) box ticked. It is ticked by default for tickets that came from Slack; the comment shows up as "First name: text".
The thread only goes one way
Replies written in the Slack thread do not come back into Klickbee Projet. To take a client's clarification into account, copy it into a comment on the ticket.
What the connector doesn't do
- There is no fixed link between a channel and a space: you pick the space for each ticket, in the window.
- It does not create a ticket automatically for every message: you go through the shortcut.
- There is no slash command.
Setup (once per workspace)
A member of the workspace opens Réglages › Connecteurs (Settings › Connectors) in Klickbee Projet, then clicks Connecter (Connect) on the Slack card.
Slack asks you to allow the Klickbee Projet app on your workspace: click Allow. Back in Klickbee Projet, the Slack card shows it is connected.
In every channel where you'll create tickets, invite the bot:
/invite @Klickbee ProjetThis also applies to private channels and Slack Connect channels shared with a client.
The installation belongs to the Klickbee Projet workspace, not to the person who set it up.
Always install the app from Klickbee Projet (Connecteurs → Connecter), never from Slack's website: an installation made on the Slack side is unknown to Klickbee Projet.
Troubleshooting
| Symptom | Likely cause |
|---|---|
| The Créer un ticket Klickbee shortcut doesn't show up | Reload Slack (Ctrl/Cmd + R) and look under More message shortcuts… |
| Message "Slack n'est pas relié à Klickbee Projet" (Slack is not linked) | The app was installed from Slack or on another workspace: reconnect it from Connecteurs. |
| The ticket is created but the bot doesn't reply in the thread | The bot isn't a member of the channel: /invite @Klickbee Projet. In a direct message, the bot can't reply. |
| The shortcut does nothing | Try again: Slack gives the app 3 seconds to answer, and the first call of the day can be slower. |
| The Connecter button is greyed out | The connector isn't configured on the server yet: contact support. |