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Slack App

Documentation

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Getting Started
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What is Orbit?
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Understanding the Orbit Model
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Orbit Glossary
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Workspaces
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Create an Orbit workspace
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Invite a teammate
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Enable SSO (Single Sign-On)
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Demo mode
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Members
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Intro to members
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View an individual member
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Preview a member
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Explore members via the members tab
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Add a member
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Edit a member
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Merge duplicate members
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Delete a member
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Add a tag to a member
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Add, edit, and delete notes on a member
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Add an activity to a member
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Mark profile as a teammate
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Send member to a webhook
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Activities
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Create an activity type
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Intro to activities
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Organizations
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Intro to organizations
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View an individual organization
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Identify an organization as a customer
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Reports
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Create a custom dashboard
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Drill down into reports
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Quickly build an activities chart
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Understanding sentiment analysis
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Automations
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Automations [deprecated]
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Webhooks
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Set up a manual webhook
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Workflows
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Slack notifications
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Set up an automated webhook
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Productivity
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Member lists
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Tags
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Manage tags
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Create a saved view
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Share a saved view
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CSV import for members and activities
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Using filters on the members tab
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Using filters on the activities and reports tabs
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Keyboard shortcuts
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Search
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Integrations
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All possible data integrations with Orbit
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DEV integration
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Discord integration
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Discourse integration
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GitHub integration
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HubSpot integration
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inSided integration
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LinkedIn integration
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Reddit integration
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Salesforce integration
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Slack integration
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Stack Overflow integration
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Twitter integration
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Twitter keywords integration
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YouTube integration
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Zapier integration
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Twitter DMs integration
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Tools
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Stripe Dashboard application
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GitHub Chrome extension
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Slack App
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Orbit API
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API tokens
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FAQ
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How are historic Discord imports handled after initial set up?
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How can I filter members to only see those with notes added?
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How does member enrichment work?
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Is test data available to try in Orbit?
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What activities are tracked by each integration?
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What can I do if I imported a CSV with incorrect column headers?
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What's the difference between Activities and Tags?
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Why am I no longer designated as a teammate?
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Why are there differences between member counts on Orbit and Discord?
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Why can't I see the Plug & Play integrations?
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Why is my CSV file not importing?
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Will uninstalling an integration remove activities from Orbit?
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How is the new members table different from the old members table?

Slack app

The Orbit Slack App allows you to add and search members, add notes and tags, and get notifications right from within your team’s Slack.

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Slack App vs. Slack Integration

The Slack App is installed on your company Slack to receive Slack Notifications and get the nifty /orbit Slack command. The Slack integration is a different, unrelated feature that can be installed on your community Slack, and will create members profiles and activities in Orbit. To learn more about the Orbit Slack Integration, head to this page:

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Slack integration

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Setting up the Orbit Slack App

Head to the Productivity Tools page in your workspace settings.

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Note that you’ll only see the Connect Slack button if you are an owner of your workspace. If you are just a collaborator, you will not be able to connect the Slack App. Please contact your workspace owner to give you owner permissions so you can add it.

If you see the Connect Slack button, click it. This will take you to Slack’s authorization screen. The app asks for specific permissions that will allow it to accept and respond to slash commands. Click Authorize App.

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You can change the Slack workspace the App will be installed on by using the select dropdown in the top-right corner ☝️ 

After clicking Allow, you should return to the Productivity Tools page. The Slack App will now show as Connected!

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You’re all set!

Using the Orbit Slack App

The /orbit slash command

You and your teammates can now invoke the /orbit “slash command” into your Slack. The /orbit command lets you quickly add and search through your community members, add a new note to them, and edit their tags, right from within Slack.

You can use the /orbit slash command in public and private channels and in Direct Messages.

You can try to bring it up with /orbit help, which displays the list of available commands:

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After adding or searching for a community member, you’ll have the opportunity to go to their Orbit profile, add a note, or update their tags:

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Setting up Slack notifications

The Orbit Slack App allows you to receive Slack notifications for the Orbit activities that you don’t want to miss, providing insights about the community members and quick actions (add a note, edit tags…).

To learn more about how to set them up, go to this doc:

Troubleshooting

If you see the errors /orbit failed with the error “dispatch_failed” or This app responded with Status Code 500, check in your workspace settings that the Slack integration is listed under Integrations. If not, you can try to reinstall it. If it is, the error might be on our end—feel free to drop us a line to help us investigate!

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