Learn how to save Slack messages as rows in Zoho Sheet using Pabbly Connect. Follow this step-by-step guide to automate your workflow. 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. Setting Up Pabbly Connect for Slack and Zoho Sheet Integration
To save Slack messages as rows in Zoho Sheet, you need to use Pabbly Connect. Start by navigating to the Pabbly Connect website and signing up for a free account. After logging in, you will access the Pabbly Connect dashboard where you can create your workflow.
Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Slack to Zoho Sheet’. This will initiate the process of setting up your integration between Slack and Zoho Sheet through Pabbly Connect.
2. Triggering Slack Messages in Pabbly Connect
In the workflow, you will first set up the trigger app. Search for ‘Slack’ and select it. For the trigger event, choose ‘New Message’ and click on ‘Connect’ to link your Slack account with Pabbly Connect.
- Select ‘Add New Connection’ to link your Slack account.
- Choose the token type (Bot or User) and click on ‘Save’.
- Authorize the connection by clicking ‘Allow’.
Once connected, select the channel from which you want to capture messages. Click on ‘Save and Send Test Request’ to ensure that Pabbly Connect is receiving the latest messages from Slack.
3. Formatting Date and Time from Slack Messages
After capturing the Slack message, you need to format the timestamp into a readable date format. In the action window, select the ‘Date Time Formatter’ from Pabbly Connect. Choose ‘Format Date with Time Zone’ as the action event and connect it.
- Map the timestamp received from Slack into the date field.
- Select the ‘From Format’ as timestamp and the ‘To Format’ as your desired date format.
- Set the time zone accordingly (e.g., Asia/Kolkata).
Click on ‘Save and Send Test Request’ to check if the date format is correctly applied. This step is crucial for ensuring that the data logged in Zoho Sheet is accurate and easily readable.
4. Adding Slack Message Data to Zoho Sheet
Now that the date is formatted, it’s time to send the data to Zoho Sheet. In the action step, search for ‘Zoho Sheet’ and select it. Choose ‘Create Row’ as the action event and connect your Zoho account with Pabbly Connect.
Enter the domain of your Zoho account. Select the workbook where you want to save the messages. Map the fields for date, user ID, and message content from the previous steps.
After mapping the fields, click on ‘Save and Send Test Request’. This will add a new row in your specified Zoho Sheet with the Slack message details, confirming the successful integration via Pabbly Connect.
5. Testing the Slack to Zoho Sheet Automation
To ensure everything is functioning correctly, send another message in your Slack channel. Within a few minutes, check your Zoho Sheet to see if the new message has been logged as a new row. This is the final step to confirm that your automation is working seamlessly.
If the message appears in Zoho Sheet, it indicates that the integration through Pabbly Connect is successfully capturing and storing Slack messages as intended. You can repeat this process for any new messages going forward.
Conclusion
In this tutorial, we have explored how to save Slack messages as rows in Zoho Sheet using Pabbly Connect. By following these steps, you can automate your workflow efficiently and ensure that all important messages are backed up in Zoho Sheet for easy access and reference.
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