How to Create and Invite Users in Slack Channel Using Pabbly Connect

Learn how to create and invite users to a Slack channel using Pabbly Connect and Pabbly Connect with this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Slack Integration

To start creating and inviting users in a Slack channel, you first need to access Pabbly Connect. Navigate to the Pabbly Connect website by entering www.Pabbly.com/connect in your browser. Once you arrive at the landing page, you will find options to either sign in or sign up for a free account.

As a returning user, click on ‘Sign In’. If you’re new, you can easily create an account. Pabbly Connect offers 100 free tasks each month, allowing you to test its features without any cost. After signing in, you will be taken to the dashboard where you can start integrating applications.

2. Creating a Workflow in Pabbly Connect

Once you’re on the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the blue ‘Create Workflow’ button. A prompt will appear asking you to name your workflow. For this tutorial, name it ‘Invite New User to Slack Channel’ and click ‘Create’. This workflow will automate the process of creating a Slack channel and inviting a user.

In Pabbly Connect, a workflow consists of triggers and actions. The trigger event for this integration will be a new form submission from Pabbly Form Builder. Select ‘Pabbly Form Builder’ as your first application and choose ‘New Form Submission’ as the trigger event. A webhook URL will be generated for you to use in the form builder.

• Navigate to Pabbly Form Builder and create a form with user details.
• Copy the webhook URL provided by Pabbly Connect.
• Paste the webhook URL into your Pabbly Form Builder under integrations.

After setting up the webhook, go back to Pabbly Connect and click on ‘Capture Webhook Response’ to test the integration. Fill out the form you created and submit it to ensure that the webhook captures the response correctly.

3. Creating a Slack Channel Using Pabbly Connect

After successfully capturing the webhook response, the next step is to create a Slack channel. In your Pabbly Connect workflow, add a new action step and select ‘Slack’ as the application. Choose ‘Create Channel’ as the action event. You will need to connect your Slack account with Pabbly Connect by clicking on ‘Connect with Slack’.

During the connection process, you may need to authorize Pabbly Connect to access your Slack workspace. Once connected, you will be prompted to name the channel. Remember, Slack channel names must be lowercase and can include numbers, hyphens, and underscores. To format the user’s name correctly, use the Text Formatter feature in Pabbly Connect.

• Add a new action step for the Text Formatter.
• Select ‘Text’ and then ‘Basic Formatting’.
• Map the user’s name to transform it to lowercase.

Once the name is formatted, go back to the Slack action step to map the formatted name as the channel name and save your settings. This will create a new Slack channel with the user’s name.

4. Sending an Invite Message to the User

With the Slack channel created, the next action is to send a message to the newly created channel. In your Pabbly Connect workflow, add another action step and again select ‘Slack’ as the application. This time, choose ‘Send Channel Message’ as the action event. using Pabbly Connect

Ensure you are still connected to your Slack account. You will need to map the channel ID of the newly created channel and compose your message. A suggested message could be, ‘Hello [UserName], this message is to invite you to the Slack channel.’ After mapping the necessary fields, click ‘Save and Send Test Request’.

Map the channel ID from the previous step. Compose your invitation message. Click ‘Save and Send Test Request’ to finalize.

After completing this step, the user should receive an invitation message in their Slack channel, confirming that they have been added successfully.

5. Testing the Integration Workflow

To ensure everything is working correctly, test your entire workflow by submitting a new form in Pabbly Form Builder. This will trigger the automation you set up in Pabbly Connect. Each step should execute as planned: a new Slack channel should be created, and an invitation message should be sent to the user.

After submitting the form, check your Slack workspace to verify that the new channel has been created and that the invitation message has been sent. This confirms that the integration is functioning properly. If any issues arise, revisit your Pabbly Connect workflow to troubleshoot and ensure all mappings and settings are correct.

By automating this process using Pabbly Connect, you save time and ensure that every new lead is promptly invited to their respective Slack channel, enhancing communication and collaboration.

Conclusion

In this tutorial, we successfully demonstrated how to create and invite users in a Slack channel using Pabbly Connect and Pabbly Form Builder. By following these steps, you can automate your Slack channel creation process and streamline communication with new users. This integration not only saves time but also enhances productivity in managing projects.