Slack webhooks

Slack webhooks integrate P4 Plan with a Slack server.

Only administrator users can create webhooks, but all users can create links using established webhooks.

Once a link is established, P4 Plan sends a message to the Slack channel you have chosen when a task, bug, sprint, or release changes. This integration only works one way, in that P4 Plan writes to Slack.

Before you can create the webhook, you must have a Slack app to which P4 Plan can connect. Follow these steps to create one:

1. Create a new Slack app using a manifest. Refer to the official Slack documentation for more information.

2. When asked to provide a YAML manifest, paste the following:

Copy

_metadata:
  major_version: 1
  minor_version: 1

display_information:
  name: P4 Plan Notifications
  description: Task, sprint and comment updates from P4 Plan, posted to your channels.
  long_description: |-
    P4 Plan keeps your team's plan and your team's conversation in the same place.

    Connect a channel and P4 Plan posts an update whenever something you care about changes: a status transition, a new comment, a re-assignment, a re-prioritisation, a commit to a sprint or to planning, or a change to points, estimate or duration. Every message links straight back to the item in P4 Plan and carries a summary line with the current status, assignees and priority.

    You choose what gets posted. Each connection is scoped to specific P4 Plan projects and to a specific set of change events, and can be narrowed further with a P4 Plan Find query — so a channel can follow one release, one team, or only the high-priority bugs.

    This app is one-way and deliberately minimal. It asks for a single permission, incoming-webhook, which lets it post to the one channel you pick during install. It cannot read your messages, list your channels, or see anything else in your workspace. Removing the app, or revoking the webhook, stops the posts immediately.

    Requires P4 Plan with the integrations service enabled. Configuring a connection requires a P4 Plan administrator account.
  background_color: "#5405FF"

features:
  bot_user:
    display_name: P4 Plan
    always_online: false

oauth_config:
  scopes:
    bot:
      - incoming-webhook
  pkce_enabled: false

settings:
  org_deploy_enabled: false
  socket_mode_enabled: false
  token_rotation_enabled: false
  is_mcp_enabled: false

If you run more than one P4 Plan server, edit display_information.name and features.bot_user.display_name in the manifest before pasting (for example, P4 Plan Notifications (Staging)), so the two are distinguishable in Slack. background_color is cosmetic and can be changed to match your own branding.

3. On your app's page, open Incoming Webhooks in the left sidebar.

4. Toggle Activate Incoming Webhooks to On if it isn't already.

5. Click Add New Webhook to Workspace.

6. Select the channel that should receive P4 Plan updates, then click Allow.

For a private channel, you must be a member of it.

7. Copy the generated Webhook URL. It looks like the following example: https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX.

8. One webhook URL posts to exactly one channel. To feed several channels, repeat this step once per channel — click Add New Webhook to Workspace again — and create one P4 Plan connection per URL in Step 3.

Treat the URL as a secret. Anyone holding it can post into that channel. If it leaks, click Remove next to it on the Incoming Webhooks page and create a new one.

When you have the Slack app ready, you can create a webhook in P4 Plan using these steps:

1.Select your user name in the toolbar and select Webhooks from the drop-down menu.

The Webhooks panel appears.

2. Select Add new.

3. The Add new webhook interface opens.

4. Set the Type to Slack.

5. Use the Project drop-down menu to select one or more projects to use with the webhook.

6. Enter a Name for the webhook.

7. Enter a Incoming Webhook URL for the webhook.

8. Use the Webhook events drop-down menu to select which events should trigger the webhook to connect with the linked Jira instance.

9. You can choose to add a Find query, which enables you to narrow the webhook to only post items that match the query. For more information, see Saving a Find query as a report.

10. To activate the webhook, tick the Active check box.

11. Provide an optional Description to explain the webhook's purpose or other information.

12. Select Create.

The webhook appears in the Webhooks panel and all users in the selected projects can use it to create links.