Mattermost

Connect Mattermost to Rootly so responders can declare, manage, and coordinate incidents directly from Mattermost with channels and slash commands.

Introduction

The Mattermost integration connects Rootly with your Mattermost workspace so responders can work from chat while Rootly keeps the incident record up to date.

This integration is best for teams that use Mattermost as a primary collaboration tool and want to manage incidents without constantly switching between Mattermost and the Rootly web app.

With the Mattermost integration, you can:

• Declare incidents directly from Mattermost with slash commands
• Automatically create a dedicated Mattermost channel for each incident
• Mitigate and resolve incidents from the incident channel
• Guide responders through a consistent incident workflow from chat
• Keep Rootly and Mattermost in sync during the incident lifecycle

Before You Begin

Before setting up the integration, make sure you have:

• A Rootly account with permission to manage integrations
• Access to your Mattermost workspace
• Permission to create and configure an OAuth 2.0 application in Mattermost

You will need to register both of the following redirect URLs in Mattermost:

• https://rootly.com/auth/mattermost/callback
  Used when an admin installs the Mattermost integration in Rootly

• https://rootly.com/auth/sign_in_mattermost/callback
  Used when individual users connect their Mattermost account with /incident connect

Installation

1. Create an OAuth 2.0 application in Mattermost

   In Mattermost, navigate to Menu > Integrations, then open OAuth 2.0 and create a new OAuth application.

   

   

   
2. Add Rootly callback URLs

   In the Mattermost OAuth application, add both of the following redirect URLs:

   https://rootly.com/auth/mattermost/callback

   https://rootly.com/auth/sign_in_mattermost/callback

   The first URL is used when an admin installs the Mattermost integration in Rootly. The second is used when individual users connect their Mattermost account with /incident connect.

3. Copy the OAuth credentials into Rootly

   After saving the OAuth application in Mattermost, copy the client_id and client_secret into the Mattermost integration settings in Rootly.

   

Configuration

1. Open the Mattermost integration settings in Rootly

   In Rootly, navigate to Configuration > Integrations > Mattermost > Configure.

   
2. Review channel and incident creation settings

   In the configuration panel, you can define how Rootly works with Mattermost during incident creation and response.

   Available options include:

   • Channel title for incident channels
   • Whether to automatically create a Mattermost channel when an incident is declared
   • Whether incident channels should always be private
   • Which fields appear in the incident creation wizard
   • Which incident events should be posted into the Mattermost channel, including:
     • Incident created
     • Incident mitigated
     • Incident resolved
     • Incident cancelled

   You can also control what data responders are asked to provide during incident creation so the Mattermost experience matches your team’s incident process.

   

Connect Your Mattermost Account

Each user who wants to manage incidents from Mattermost must complete this step.

1. Run the connect command in Mattermost

   After the integration is installed, run /incident connect in Mattermost to start linking your Mattermost account to Rootly.

2. Open the authorization flow

   Rootly will respond with a bot message that includes a Connect now action.

   
3. Authorize access to complete the connection

   Click Connect now, then click Allow to authorize access and finish linking your Mattermost account.

   

   Once connected, you are ready to manage incidents in Rootly through Mattermost.

Managing Incidents from Mattermost

Once your Mattermost account is connected, you can use slash commands to declare incidents, update incident status, and move through the incident workflow directly from Mattermost.

Declare an Incident

1. Declare an incident from Mattermost

   To declare a new incident from Mattermost, use one of the following commands:

   • /incident new
   • /incident create
   • /incident declare

   You can run these commands in any Mattermost channel.

   Mattermost prompts you to enter the incident details.

   

   When the incident is created:

   • A new incident is created in Rootly
   • A dedicated Mattermost channel can be created automatically, depending on your configuration

Mitigate an Incident

Mitigate an incident from Mattermost

To mark an incident as mitigated, run either of the following commands in the incident-specific Mattermost channel:

• /incident mitigate
• /incident mitigated

These commands must be run from the Mattermost channel created for that incident.

Resolve an Incident

Resolve an incident from Mattermost

To resolve an incident, run either of the following commands in the incident-specific Mattermost channel:

• /incident resolve
• /incident resolved

These commands must be run from the Mattermost channel created for that incident.

View Available Commands

View available Mattermost commands

If you need a reminder of the available Mattermost commands, run:

• /incident help

This shows the current list of supported commands.

Uninstall

To remove the Mattermost integration, go to the integrations panel and select Configure > Delete.