Overview

Slack is a messaging platform and collaboration hub that brings the right people, information, and tools together to get work done. Persona’s Slack Marketplace integration lets you automatically send targeted alerts and updates from Persona into your Slack workspace, so your team can triage identity events in real time without switching tools.

Common use cases include notifying a review channel when a new Case is created, alerting risk teams when an inquiry is flagged, or DM’ing a person when a task requires attention.

Marketplace integrations are available to Enterprise and managed Growth customers. If you're interested in third-party integrations, please reach out to your Customer Success Manager or contact the Persona support team.

Benefits

Real-Time Alerts: Deliver instant notifications to channels or DMs when key events occur in Persona, such as verification failures or fraud signals.

Faster Triage: Route the right context to the right people so teams can take action immediately.

Reduced Context Switching: Keep identity context and discussions in Slack—no manual copy-paste from Persona.

Consistent Collaboration: Standardize how your team reviews and resolves identity signals via shared channel workflows.

Integration Features

Persona’s Slack integration supports rich, configurable actions and lookups you can add to any Workflow:

• Send Messages to Channels or DMs: Post custom messages to public or private channels and direct messages to users—optionally as threaded replies.
• Find Users by Email: Look up Slack users by email to target DMs or populate workflow fields.
• List Users and Channels: Fetch workspace users and channels to power dynamic dropdowns and routing.
• Get Channel Details: Retrieve channel metadata (e.g., name, privacy, member count) for audit or routing logic.
• Fetch Message History: Pull recent messages from a channel to reference or log prior context.
• Join Channels: Have the app join a channel so it can post updates where your team works.

Setting up the Slack integration

Prerequisites

To set up the Slack integration, ensure you have:

• Admin access to your Slack account
• Necessary API permissions to access Slack credentials

Setting up the Slack Credentials

1. In the Persona Dashboard, go to Integrations > Marketplace and select Slack.
2. Click Add Credential.

3. Enter a nickname for the credential and click Continue. 4. In the Slack permission window, select the appropriate workspace and click Allow to grant access. 5. Confirm the new Slack credential appears in your Persona Slack integration page.

Using the Slack integration in a workflow

1. Create a new workflow or open an existing one you’d like to update
2. Add a new Action step > Integrations
3. Select the Slack integration and choose the Slack credential you created
4. Pick the desired Slack action (e.g., Send Message) and configure the input fields (e.g., channel or user, message content, whether to reply in a thread)
5. Save and publish the workflow

Slack Operations Overview

In addition to syncing field values, Persona can send messages, look up users, fetch channel details, join channels, and retrieve message history using Slack’s API. These actions support seamless two-way workflows, letting teams manage investigations without switching platforms. See below for a comprehensive list of available Workflow Action steps and possible configurations for the Slack integration:

Send Message to a Channel or User

Posts a message to a public or private channel, or sends a direct message to a user.

Configuration Steps:

• Provide values for required fields:
  • Channel ID or User ID
  • Message text
• Optionally add:
  • Post as a threaded reply (when replying to an existing parent message)
  • Include rich formatting (e.g., blocks)
  • Mention users and channels
• Tip: In Slack, open the channel, click the channel name > View channel details, and copy the Channel ID. Or, if you don’t have the User ID, use Find User by Email in a prior step and map the returned User ID.
• Note: The Persona app must be a member of a private channel to post successfully.

Find User by Email

Finds a Slack user profile by email address so you can route DMs, populate workflow variables, or validate assignments. Returns a single user if an exact match is found.

Configuration Steps:

• Provide values for required fields:
  • Email address belonging to a user in your Slack workspace
• Note: If the user is deactivated or not found, the step will return a not found response; use List Users if you need broader discovery or to handle deactivated users.

Get Channel Information

Retrieves details about a Slack conversation (e.g., public channel, private channel, MPIM, or DM), including core metadata like name, privacy, and—optionally—member counts. Use this to validate targets before posting or to log context into your Case.

Configuration Steps:

• Provide values for required fields:
  • Channel ID
• Note: Ensure the Persona app is a member of the channel if it’s private.

Fetch Message History

Fetches recent messages from a channel for context-aware automation (e.g., reference previous alerts or confirm if an issue was already surfaced). You can limit the number of messages and optionally bound the time range to fetch only newer messages.

Configuration Steps:

• Provide values for required fields:
  • Channel ID
• Optionally add:
  • Limit (number to return)
  • Time range filters (e.g., only include messages after the oldest timestamp)
  • Include or exclude boundary timestamps

Join Channel

Allows the Persona app to join a channel so it can post messages and read channel context as needed for your workflow. Use this before sending messages to channels the app isn’t already in.

Configuration Steps:

• Provide values for required fields:
  • Channel ID
• Note: Joining is subject to your workspace/channel settings. For private channels, a channel admin must add the Persona app first.

Listing Endpoints

These endpoints let Persona fetch workspace metadata to power dynamic, configurable workflows:

• List All Channels – retrieve channels your credential can access, with optional filters (e.g., include public and/or private channels).
• List All Users – retrieve workspace users with pagination for large teams.

FAQs

What permissions are required in Slack?

You’ll need access to connect the Persona app to your workspace and allow it to post messages and read basic channel information. A Slack admin or app manager may need to approve installation.

How do I find a Channel ID?

Open the channel in Slack, click the channel name > View channel details, and copy the Channel ID.

Can I post to private channels?

Yes. Add the Persona app to the private channel first; otherwise Slack may return channel_not_found and your message won’t be posted.

Can I send threaded replies?

Yes. When configuring Send Message, choose to reply in an existing thread by referencing the parent message’s timestamp. This keeps updates organized in one conversation.

How do I DM a user if I only know their email?

Use Find User by Email first to look up the user, then map the returned User ID into Send Message to a User.

Why am I seeing channel_not_found?

Common causes include:

• The Channel ID is incorrect
• The Persona app isn’t a member of the channel (especially private channels)
• The channel was archived or renamed

Add the app to the channel, verify the ID, and try again.

Plans Explained

	Startup Program	Essential Plan	Growth Plan	Enterprise Plan
Slack Integration	Not Available	Not Available	Available	Available