Automate Slack Messages to WhatsApp with Pabbly Connect

Learn how to automatically send Slack messages to WhatsApp using Pabbly Connect. This tutorial covers step-by-step integration for seamless notifications. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Slack to WhatsApp Automation

To start automating Slack messages to WhatsApp, you need to access Pabbly Connect. First, visit Pabbly’s website and sign in or create a free account to receive free tasks every month.

After signing in, click on the ‘Create Workflow’ button located at the top right. Name your workflow ‘Slack to WhatsApp’ and proceed to create it. This will open two main sections: Trigger and Action, which are essential for setting up automation.

2. Setting Up the Trigger with Slack

The next step involves configuring Slack as the trigger application in Pabbly Connect. Select Slack and choose the event ‘New Message’. This event will trigger whenever a new message is posted in a selected channel.

• Select ‘Add New Connection’ and enter the token type as ‘User’.
• Authorize your Slack account to allow Pabbly Connect to access it.
• Choose the ‘General’ channel where you want to monitor messages.

After completing these steps, click on ‘Save and Send Test Request’ to check if Pabbly Connect has captured the latest message from Slack. You should see a response confirming the message details.

3. Configuring Action Steps for WhatsApp Notifications

Now that you have set up the trigger, it’s time to configure the actions. Start by selecting Slack again and choose the action event ‘Get User by ID’. This action retrieves the username of the person who sent the Slack message. using Pabbly Connect

Connect to your existing Slack account and map the user ID captured from the previous step. Click ‘Save and Send Test Request’ to verify that the username has been successfully retrieved.

• Next, add another action by selecting Google Sheets and choose ‘Get Rows’ to access your client list.
• Specify the range of your Google Sheet (e.g., A2:D7) to retrieve client details.

After confirming the data retrieval, save and send a test request to ensure all client details are captured correctly.

4. Sending Notifications via WhatsApp Cloud API

The final step is to send the WhatsApp notification using the WhatsApp Cloud API through Pabbly Connect. Select WhatsApp Cloud API as the action application and choose the event ‘Send Template Message’.

Connect to your WhatsApp account by entering the required details such as token, phone number ID, and WhatsApp business account ID. These can be found on the WhatsApp developers’ page.

Map the recipient’s mobile number from the iterator step. Customize the message template by including the sender’s username and the message content.

Once you have mapped all the necessary fields, save and send a test request to check if the WhatsApp message is sent successfully. You should receive a notification on the specified WhatsApp number.

5. Conclusion: Automate Your Notifications with Pabbly Connect

In this tutorial, we demonstrated how to automate sending Slack messages to WhatsApp using Pabbly Connect. By setting up triggers and actions, you can ensure that your clients receive timely notifications on WhatsApp whenever a message is posted in Slack.

This integration not only streamlines communication but also enhances client engagement. With Pabbly Connect, you can effortlessly manage your notifications and keep your clients informed.

Start using Pabbly Connect today to enhance your workflow automation!