Insightly will no longer provide an integration with Slack. The decision comes as a result of Microsoft’s overhaul of the Microsoft Bot Framework, which we had used to build the connection. Learn more.
Once your Insightly administrator has established a connection between the Insightly Assistant and one of your Slack channels, you can log in to the Insightly Assistant from that Slack channel and start communicating with it.
To log in to the Insightly Assistant from Slack:
- Retrieve your API key from the bottom of your Insightly User Settings page.
- Log in to Slack.
- Open a channel that's connected to the Insightly Assistant. You can check if it's listening to a channel by typing "Insightly help."
- Type "login" followed by your API key.
- The Insightly Assistant will verify your API key with Insightly, check your permission levels, and establish your connection to Slack.
You can now make requests for Insightly records directly from Slack.
If you're having trouble, contact us at email@example.com. (Support available with all paid plans.)