How to Get Slack Notifications for New OfficeRnD Companies Using Pabbly Connect

Learn how to set up Slack notifications for new OfficeRnD companies using Pabbly Connect. Follow this step-by-step tutorial to automate your workflow seamlessly. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To get started with receiving Slack notifications for new OfficeRnD companies, first, access Pabbly Connect. Go to the Pabbly website at pabby.com and either sign up for a new account or sign in if you are an existing user. Once logged in, navigate to the Pabbly Connect dashboard.

This dashboard allows you to create workflows that automate tasks between different applications. To initiate the integration, click on the plus sign to create a new workflow. Name your workflow something like ‘Slack Notification for New OfficeRnD Companies’ and click on create.

2. Setting Up the Trigger with OfficeRnD

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select OfficeRnD as your trigger application and choose the trigger event as ‘New Company’. This action will notify Slack whenever a new company is created in your OfficeRnD account.

After selecting the trigger event, you will receive a webhook URL. Copy this URL, as you will need it to configure OfficeRnD. Go to your OfficeRnD account, navigate to the settings, and then to developer tools. Under webhooks, add a new endpoint and paste the webhook URL. Give it a description, such as ‘Pabbly Integration’, and select the ‘Company Created’ event to send.

3. Testing the Trigger in OfficeRnD

To ensure that the integration works correctly, you need to test the trigger setup. After adding the webhook in OfficeRnD, create a new company in your OfficeRnD account. Fill in the necessary details such as company name and email address, and click on ‘Add’. This action will send the data to Pabbly Connect.

• Navigate to the community and click on companies.
• Click on the ‘Add Company’ button.
• Enter the company details and click ‘Add’.

Once the company is created, return to Pabbly Connect to see if the response has been captured. You should see the details of the newly created company, confirming that the trigger is functioning as expected.

4. Configuring the Slack Action

Now that the trigger is set, it’s time to configure the action for Slack. In Pabbly Connect, select Slack as your action application and choose the action event as ‘Send Channel Message’. This action will post a message in your selected Slack channel whenever a new company is added in OfficeRnD.

Click on ‘Connect’, then ‘Add New Connection’, and authorize Pabbly Connect to access your Slack account. Choose the appropriate token type (user or bot) and allow the necessary permissions. Once connected, select the channel where you want to send notifications.

5. Finalizing and Testing the Integration

In this final step, you will compose the message that will be sent to your Slack channel. In Pabbly Connect, you can map the details received from the OfficeRnD trigger response, such as company name, email, and URL into your Slack message.

• Compose a message like ‘Hello Team, new company created: [Company Name], Email: [Email], URL: [URL]’.
• Map the fields from the trigger response accordingly.

After composing your message, click on ‘Save and Send Test Request’. Check your Slack channel to confirm that the message has been sent successfully. If everything works as expected, save your workflow in Pabbly Connect to finalize the integration.

Conclusion

Using Pabbly Connect, you can easily set up Slack notifications for new companies created in OfficeRnD. This automation not only streamlines your workflow but also ensures your team stays updated in real-time. With just a few simple steps, you can enhance your communication process and improve team collaboration.