Slack Integration

cieTrade integrates with Slack to push notification messages when Brokerage worksheets are created. To get started, please see the steps below.

NOTE: cieTrade will only send a message to the designated Slack Channel on the first save of a new Brokerage worksheet, regardless of what status it is in.

To turn enable this function, you will need to be an administrator of the Slack account.  

1) In Slack, go to Menu> Administration> Manage apps

2) This will bring you to the Apps page in Slack. Under Manage, click on 'Custom Integrations'.

3) Click on ' Incoming WebHooks'. Click 'Add Configuration'.

4) Under ' Post to Channel' use the drop-down menu to select the Slack message channel you want to display messages from cieTrade.net. Once you have selected one, click 'Add Incoming WebHooks integration'.

5) If you would like to customize the name or icon of the webhook, go to  Integration Settings> Descriptive Label, or Customize Name, and/or Customize Icon. Once you are done, click Save Settings.

6) On the next page, scroll down to Integration Settings> Webhook URL. Click 'Copy URL'.

7) In cieTrade, go to  Settings>Integration> click Connect.

8) Paste the copied URL in the open text box and click Save. Now there should be a 'Remove' option to the right of Slack.

9) Next time you create a Brokerage Worksheet, a slack message will be sent to the selected channel:

NOTE: this integration is set at the cieTrade database level which means every user with this turned on in their account will be posting under the same Slack Channel and webhook name. If you need to post to multiple Slack Channels or have different cieTrade account users have individual webhooks, please contact the Support Team . 

If you have additional questions, please contact the Support Team via email to support@cietrade.net.