Automate Slack Channel Messages from Zoho Sheet Using Pabbly Connect

Learn how to send Slack channel messages automatically from Zoho Sheet using Pabbly Connect. Step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To send Slack channel messages from Zoho Sheet, you first need to set up Pabbly Connect. Open your web browser and go to Pabbly’s official website. Click on ‘Sign Up Free’ to create a new account or ‘Sign In’ if you already have one.

After logging in, navigate to the Pabbly Connect dashboard. Click on ‘Create Workflow’ and name your workflow, for instance, ‘Zoho Sheets to Slack’. This step initializes the integration process.

2. Configuring Trigger from Zoho Sheets

In the Pabbly Connect dashboard, you will see two windows: the Trigger and Action windows. Start with the Trigger window. Here, you need to select Zoho Sheets as the app and choose ‘New Rows’ as the trigger event. using Pabbly Connect

• Search for ‘Zoho Sheets’ in the app selection.
• Select the trigger event as ‘New Rows’.
• Click on the ‘Connect’ button to establish a connection.

After connecting, you will be prompted to enter your Zoho domain. Log into your Zoho account to find your domain in the URL. For instance, it could be ‘zoho.com’. Enter this domain and click on ‘Save’.

3. Retrieving Data from Zoho Sheets

Once the connection is established, you need to select the workbook from which you want to pull data. From the dropdown, select the workbook named ‘New Integration Request’. This workbook contains the data you want to send to Slack. using Pabbly Connect

Next, select the specific worksheet within that workbook, which is usually named ‘Sheet1’. After selecting the worksheet, click on ‘Save and Send Test Request’. This action enables Pabbly Connect to wait for new data input from Zoho Sheets.

4. Setting Up Slack Action in Pabbly Connect

Now that Pabbly Connect is set to retrieve data from Zoho Sheets, you need to configure the action to send messages to Slack. In the Action window, search for ‘Slack’ and select it as the app. using Pabbly Connect

• Choose ‘Send Channel Message’ as the action event.
• Click on ‘Connect’ and select ‘Add New Connection’.
• Authorize Pabbly Connect to access your Slack account.

After connecting your Slack account, select the channel where you want to send messages. For example, you can choose the ‘Integration Request’ channel. Then, map the message content from the data retrieved from Zoho Sheets to the message field in Slack.

5. Testing the Integration

With the integration set up, it’s time to test it. Go back to your Zoho Sheets and add a new row of data. For instance, enter a new integration request with the application name and a message. using Pabbly Connect

After adding this new row, check your Slack channel. You should see the message sent automatically, confirming that Pabbly Connect successfully integrated Zoho Sheets with Slack. This automation allows for real-time updates to your team without manual intervention.

Conclusion

In this tutorial, we demonstrated how to automate sending Slack channel messages from Zoho Sheet using Pabbly Connect. By following these steps, you can ensure your team receives timely updates without manual effort. This integration enhances productivity and keeps everyone informed in real-time.