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Get near-real-time Slack alerts when key call events happen — like a Missed Opportunity Signal — using a Slack Workflow webhook.

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Benefits

  • Receive near-real-time messages in your workspace whenever your chosen Signal triggers, customizable with details like a callback number, call termination reason, call time, and a link to the Call Details report.
  • Send messages to an individual or to any private or public channel in your workspace.
  • Build alerts for any Signal, such as routing specific line-of-business calls to the right stakeholders.

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Step 1: Set up a Slack Workflow

You’ll need access to Slack Workflow Builder (a Slack Member can do this — no Admin required). From your desktop, click your workspace name, select Tools, then Workflow Builder. There are two ways to build the required webhook workflow: Option 1: Import a JSON file. Use the Import button in Workflow Builder to upload a prebuilt workflow configuration (available from Invoca Support), which sets up the trigger and message steps automatically. Once imported, review the preset — click Edit next to the default channel to change where alerts go, then click Publish. Publishing generates an endpoint URL like https://hooks.slack.com/workflows/XYZXYZXYZXYZXYZ1234567890A/ABCDEFGHIJKLMNOPQRSTUVWXYZ — note the ID in that URL, since it’s needed in Invoca. We recommend publishing and then immediately unpublishing (or pausing) so you can retrieve the endpoint URL and configure Invoca before the alert goes live — the URL stays the same when you republish. Option 2: Build manually in the Slack UI, following Slack’s own “Set up a workflow” documentation:
  • Start Workflow: select Webhook.
  • Set up Variables to use incoming request data elsewhere in the workflow (Key name of your choice, Data Type: Text).
  • Optionally add a Send Message step, choosing a destination (individual or channel) and inserting your variables into the message text.
  • Click Publish to generate your endpoint URL, noting the ID as in Option 1.

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Step 2: Set up the integration in Invoca

  1. In the sidebar, click Integrations, then Manage Integrations, then the Slack tile, then Integrate.
  2. Enter a friendly name for your Slack workspace, then click Next.
  3. Choose Send Slack Messages as the Action type.

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Configure the Action

  1. Enter a friendly name for the Action — include the Signal name if this alert is Signal-based.
  2. Enter the Workflow ID — the ID portion of the Slack URL you generated (for example, the segment after /workflows/ in https://hooks.slack.com/workflows/XYZXYZXYZXYZXYZ1234567890A/ABCDEFGHIJKLMNOPQRSTUVWXYZ). If you want to send to multiple channels, generate a separate URL and Action for each.
  3. Optionally select a Profile to filter which calls this alert applies to; otherwise choose “All profiles.”
  4. Under Triggered By, choose All Calls or a specific Signal.
  5. Optionally fill in up to 5 Custom Data slots to include in the message — useful fields include Caller ID, Call Start Time, End of Call Reason, or line-of-business identifiers. Hard-code text directly, or wrap a dynamic value like <calling_page> to pull it from the call.
  6. If using a Signal, enter the Signal Name — it appears at the top of the Slack message as “You have a new ‘[Signal Name]’ alert!”
  7. Click Integrate.

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Example configuration

Using Invoca’s Missed Opportunity Signal to alert Slack on every missed call, with:
  • End of call reason — <hangup_cause>
  • Caller’s phone number — <calling_phone_number>
  • Call start time — <start_time_network_timezone>
  • A link to the call details record

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Validate your integration

The first sign of a working integration is seeing the message land in your Slack workspace — since Invoca sends data immediately post-call, an instant message confirms it’s working. Check the Action’s Delivery History tab to confirm all sends show as Successful (200).

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Where to go next

Last modified on September 25, 2026